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Why I Moved from Infusionsoft to ConvertKit


Two years ago, I wrote a blog post all about my decision to leave Infusionsoft and move back to the simple combo of Aweber and SendOwl for sending emails and selling products.

In case you hadn’t noticed, I decided to go back to Infusionsoft not too long after publishing that post.

I often get asked why I went back to Infusionsoft after being so happy for leaving it in the first place, and the answer is simple — Aweber just couldn’t do what I needed it to do, no matter how much I hated Infusionsoft.

So back I went.

And today I’m here to tell you why I decided to leave Infusionsoft again and move my email list over to ConvertKit.

I’ve seen a lot of people blogging about why they made the switch from Mailchimp to ConvertKit, and to me, that choice seems pretty clear — behold the power of tagging.

What I haven’t seen very much of is people moving from a more robust software, like Infusionsoft, that already has the tagging feature, to a simpler software like ConvertKit. (Except for Pay Flynn, who blogged about his decision here.)

The Problem

For the past couple of years I’ve been using Infusionsoft for my email list and shopping cart software.

The fact that I used it for so long may sound like a ringing endorsement for Infusionsoft, but the truth is that there just weren’t any good alternatives that met all of my needs.

There was a shopping cart software, but it didn’t connect to my membership plugin. There were all-in-one solutions, but they didn’t connect to my email list.

So, I stuck it out with Infusionsoft even though it was expensive, clunky, not nice to look at and I generally needed to hire someone to help me build my campaigns to stop myself from bashing my head against a brick wall.

The worst part was — I hated logging in to send emails to my community, which resulted in me only sending the emails I absolutely had to. Which is not going to work when you’re trying to build a community of engaged people.

I knew this solution wasn’t going to work long-term, so I kept my eyes peeled for the best alternative.

The Solution

A beautiful unicorn appeared in the form of an email service provider. And that unicorn’s name was ConvertKit.

It was everything I needed AND it was pretty to look at (no surprises here, given that it was created by a designer).

Let’s dive into some of the reasons why I love ConvertKit:

Easy to use

Within a few minutes of getting setup, you can see exactly what you need to do first.

There are tabs at the top that take you to each section of the software.

No hidden pages, or millions of dropdown items.

Simple – just click the page you want to go to, select the appropriate form, sequence or whatnot and you’re there.



This was the only thing I was really worried about when it came to ConvertKit and making the switch.

Everything integrates with Infusionsoft these days, because it’s so popular. But ConvertKit, being a newer software, didn’t have many direct integrations at the beginning of the year when I contemplated switching.

Which led me to wait until around June to make the final decision to give ConvertKit a try.

At that point, they were adding new integrations on a weekly basis and once the Wishlist and SamCart integration were added, I was fully on board.



I had automations with Infusionsoft, but they were a headache to set up sometimes. I usually had to hire someone to set things up for me, which made me feel extremely powerless when I needed to set something up last minute and wasn’t sure where to start.

With ConvertKit, the automation rules are so easy to set up. They operate on an “if this, then that” system, so it’s easy to map out even in your head.

Continually Adding New Features


Since they’re still a relatively new software, there will be things on their to-do list that they can’t get to right from the start. But, they’ve been listening to customer feedback and adding new features every month.

Migrating to ConvertKit

I’m still not entirely moved over to ConvertKit, but that’s my fault.

I decided that I needed to comb through every sequence I had on Infusionsoft and make updates before we moved the emails over to ConvertKit, so that’s taking quite a bit of time.

If I hadn’t decided to do that, we would easily be using ConvertKit 100% of the time by now.

Here are the steps my team and I took to migrate to ConvertKit:

Step 1: Signed up for ConvertKit School

I knew that in order to migrate to ConvertKit easily, I was going to need a roadmap – i.e. what to do first and when.

So, I turned to my friends, Maggie and Brittany from Scoop Industries, and signed up for their program, ConvertKit School.

Hands down, one of the best decisions I’ve made. Their program included a ConvertKit Migration Tracker spreadsheet that helped us lay out every form, sequence, tag, etc. that we currently had in Infusionsoft and needed to create in ConvertKit.

Since it was me and my OBM making the move, we needed to stay on the same page, and this spreadsheet helped us do exactly that. They also gave me the exact steps I needed to take to move everything over.

Step 2: Created a Basecamp Project to Manage the Migration

This is the tool we use to manage everything in my business, so naturally, this was the first thing we set up to handle all of the tasks for the migration.

We created a new task list for every step, and I’ll share screenshots of those below.

Step 3: Set Up ConvertKit Account + Email Template


There are some basic account settings you need to set up before you get started like the default days/times to send emails.

Other than that, the major thing to set up is your default email template.

I know that your basic plain text email works the best, but I couldn’t help myself from tweaking the default email template a tiny bit.

I added in some special code to take my email template from this:


To this:


Step 4: Created Forms


We started with the easiest thing – setting up the forms for each of the sequences we had mapped out in our ConvertKit Migration Tracker spreadsheet.

As you can see above, there were a few other things we needed to do to make sure we had all the forms covered.

I use a mix of PopupAlly and Leadpages for my optin boxes, so we needed to make sure we had a form created for each of those, so we could track where new subscribers were coming from.

Step 5: Set Up the Sequences + Tags


We started by documenting each sequence we needed inside our ConvertKit Migration Tracker spreadsheet.

Then, my OBM copied every email campaign we decided to keep into a new Google Doc so that I could go through and review every email and make sure they didn’t need updating before we moved them into ConvertKit.

Once that was done, we set up all of the sequences and tags needed in ConvertKit.

Step 6: Set Up the Automation Rules


Once you have the forms, sequences and tags set-up, you are ready to start setting up your automations. And this is where it gets fun!

The biggest difference between Mailchimp and ConvertKit are the automation and tagging rules, so this is where you can do a lot of cool things with ConvertKit.

Step 7: Add the Subscribers


This is the part that we haven’t officially completed yet, although it’s going to be happening within the next few days (goal = start using ConvertKit completely by beginning of October).

We did, however, clean out my current email list at the beginning of this month. That way, we knew we weren’t moving over people who no longer were interested in what I was teaching, or people who were no longer using that email address.

I wanted to start as fresh as I could so we ran a 3-email campaign to clear out the clutter from my current list.

The Other Tools I’m Using with ConvertKit


The only major decision that I’ve had to make since deciding to move my email list to ConvertKit has been choosing a shopping cart software for my online courses and products.

I wavered between a traditional shopping cart set up and moving my entire membership site over to a platform like Teachery or Teachable.

In the end, I decided on the traditional shopping cart software, because although moving to something like Teachable would have made creating the actual membership sites for future programs way easier, I knew that not being able to fully customize my site would eventually drive me bonkers.

So, I went with SamCart for my shopping cart, and I’ll continue to use a combo of OptimizePress and Wishlist for my membership sites.

Everything integrates seamlessly and in the end I’ll be saving about $900/year by switching to these options versus using Infusionsoft.

I’ll probably be back in a few months with a full review of SamCart once I’ve used it a little more.

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If you’re frustrated with your email marketing software like I was, and dread the idea of logging in to send emails to your community, just know that there’s definitely a better way.

For me, that was ConvertKit.


If you want help getting moved over to ConvertKit, I can’t recommend ConvertKit School enough! It saved my team and I so much time and energy migrating everything, because the step-by-step plan was literally laid out in front of us and we just needed to make the move.

Oh, and a little birdie told me that this will be the last time you can grab ConvertKit School for ONLY $97, plus 2 limited-time bonuses.

Seriously, it’s a steal!

Click here to check out ConvertKit School

Join the Free Masterclass Today!

If you want to learn more, Maggie and Brittany are also hosting a free Masterclass today all about how to make more money and book more clients from the email list you already have. They’ll be going over ConvertKit School and sharing more details.

==> Click here to register for the masterclass

  • I’m not sure why so many people are going with ConvertKit over Active Campaign, which does all the same stuff as ConvertKit, plus the ability to use it as a CMS, starting at only $9/mth! ConvertKit starts at $29/mth and you can’t ever use it as a CMs down the road.