In this article, you’ll find the steps to move from the old version to the new Zenchef Marketing Suite, as well as the key points to check before and after migration.
Summary
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Migrating Mailing Lists
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Migrating Newsletters
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Additional Tips
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Frequently Asked Questions
What you need to know
Migrating your data from the old marketing tool (mailing lists, newsletters, and SMS campaigns) to the new Marketing Suite is a key step to continue enjoying the advanced features of our new system. This guide will walk you through transferring your data and getting familiar with the new interface.
1. Migrating Mailing Lists
One of the main improvements in our Marketing Suite is the better management of mailing lists. Here’s how to migrate your existing lists:
Step 1: Export your current lists
- Log in to Zenchef.
- Go to the “Mailing Lists” tab.
- Select the list you want to export.
- Click “Export” to download your list in CSV format.
Step 2: Import your lists into the new Marketing Suite
- Go to the new Marketing Suite.
- In the “List” tab, click on “Import a list”.
- Upload the CSV file you exported earlier.
- Once imported, your list will appear in the new interface as an audience ready to use for your email and SMS campaigns.
2. Migrating Newsletters
If you want to reuse your old newsletter content, here’s how to do it:
Step 1: Access your old newsletters
- Log in to Zenchef.
- Open the newsletters you want to migrate.
Step 2: Copy your newsletter content
- Select the text and images from your newsletter.
- Copy them (Ctrl+C or Command+C on Mac).
Step 3: Paste the content into the new Marketing Suite
- Go to the new Marketing Suite.
- Create a new email or SMS campaign.
- Paste the copied content (Ctrl+V or Command+V on Mac) into the campaign editor.
- You can adjust the format and images using the new customization options.
3. Additional Tips
- Discover segments: The new Marketing Suite lets you create segments based on specific rules to refine your audiences. Take time to explore this feature for even more precise targeting.
- Explore new features: Take advantage of the new Marketing Suite features, like the new email creation interface.
4. Frequently Asked Questions
Q: What happens if I don’t export my lists before the transition? A: Your old lists will no longer be available in the old tool. So it’s crucial to export them before you start using the new Marketing Suite.
Q: Can I still access my old newsletters after migration? A: No, once the migration is done, you’ll need to copy and paste your old newsletter content if you want to use it in the new interface.