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CRM Migration
Before Migrating Data
CRM Migration Tool
Pipedrive CRM Migration
Preparing data to migrate:
Required fields for each record:
Migrating from FunnelBud Close to Flow
Export
Exporting all Leads
Exporting Leads in a List
Exporting Form Submissions
Import
Before Importing contacts:
Best Practices
Can I send to purchased lists?
Difference between the Import tool and the CRM Migration tool
Field Mappings
How to Manipulate .CSV files
Import, Automations, Unsubscribes, Hard Bounces
Import History
Import Contacts into FunnelBud
Importing existing contacts again
importing Unsubscribes and Hard bounces
Importing Using FunnelBud IDs
Opening Exported FunnelBud Files
Preventing Spam Traps
Why import may fail
Lead Scoring
Content
Custom Fields
Creating a Custom Field
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Moving custom fields to different categories
Options when creating custom field
Organizing and reordering custom fields
Organizing and reordering categories
Updating the Choices in dropdown / checkbox group
Emails
A/B testing
Authentication - DKIM & SPF
Best Practices
Converting an email to a pdf
Creating a Baseline Email Test
Creating Email A/B Tests
Custom Unsubscribe Links to Emails
Delivery & Best Practices
Dynamic Emails & Merge variables
Email Sender Status
Engagement Tools
Email editor (Legacy)
Email delivery statistics
FAQ Emails & Email Templates
How to add content to an email
Restore Email Sender Status to Healthy
Scheduling emails
Sending email to a list
Sending to Opens, Clicks & Unopened
Sending the same email multiple times to the same contact
Smart emails
Spam Traps
Transactional Emails
Why my emails are not delivered?
Sending email with lead owner as sender
How to prevent emails going to spam or other folder
Attaching a trackable file to an email
Forms
Adding a custom field to a form
Adding an Auto-Responder email to a form
Changing button
Changing color of thank you message
cAPTCHA on your FunnelBud forms
Copying an existing form
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Customizing button while using landing page theme
Custom thank you message
Edit CSS of the form
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Export form submissions data
Forms FAQ
Form Notification via Visual Workflow
Forms and Cookie Bot Incompatibility
Hidden Custom Fields
Integrating with Gravity Forms
Integrating with Contact Form 7
Placeholder Text in Form Fields
Thank you message in the iFrame
"True" label in Bit or Boolean fields
View Submissions Data
Using Progressive Fields
Native Forms and 3rd-party Forms
Media Center
Analytics
Creating a Media Center asset
Overview of Media Center
Tracking the Media Center Asset
Replacing a Media Center Asset
Landing Page
Creating a custom / advanced landing page
Creating round headshot
Dynamic content after form submission
FAQ Pages & Page Builder
Redirecting a Landing Page
Restoring a Landing Page
Replace a published page with a new page without changing the Link
View secure page
Embed a PDF in a Landing Page
GDPR Tracking Consent Banner
Lists
Adding contacts to list manually
Bulk custom field updates for the list
Build only once lists
Clearing contacts from a list (all, unsubscribes, hard bounces)
Common Lists
Creating Lists
Deactivating the list, and permanently deleting the list
Deactivating and Reactivating List
Deleting contacts from a list
Deleting the list along with all Contacts in it
Exporting List
FAQ Lists
How to undo list merge
Importing contacts from another list
List Automations
Manual lists
Manual List vs Rules-Based List
Removing list members by using another list
Traffic mismatch.Contact added to another contact
Unsubscribing contacts from the list
Social
Best Practices
Connecting Social Media accounts
Facebook, Twitter, Linkedin
How are Social Interactions tracked?
Reconnecting Expired Social Accounts
Social Listening feeds
Types of trackable actions
User guide: Social Media Scheduling with FunnelBud
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Image size guidelines
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Creating new Opportunity on a lead
Creating your Sales Processes
Creating Tasks on Leads in FunnelBud
Editing and Creating Pipelines in FunnelBud
Attaching files to an opportunity
FunnelBud vs. ERP
How to log into your FunnelBud Account
How to reset password for your FunnelBud account
Lead Score Optimization
Life of the lead feature
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Using the Account Manager
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Campaigns
Adding a campaign to a page and track using UTM code
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Email: Segment different CTA's to the same page
Funnel Tracking
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How to choose the correct channel
Introduction to Campaigns
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Tracking with UTM Codes
When to create a new campaign or use an existing campaign
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Why are Site Analytics and Traffic Sources numbers different?
Select another help portal
FunnelBud Help Portal
Pipedrive CRM Migration
Written by: Sheryll Chua
Refer to the document on the right for instructions on how to migrate from Pipedrive CRM to FunnelBud
CRM Migration from Pipedrive
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