Migrating contacts within your email sequences is a powerful feature that allows you to seamlessly move your contacts to different steps within a sequence. This can be done either automatically when changes are made to the sequence or manually as needed.
Effective email marketing hinges on timely and relevant communication. By migrating contacts to the appropriate steps in your sequence, you ensure that they receive the right messages at the right time, enhancing engagement and improving conversion rates.
Whether you're updating your sequence to better reflect your marketing strategy or responding to individual contact needs, migrating contacts help maintain the flow and relevance of your communications.
Migrate Contacts After a Change Is Made
When you make changes to your sequence, Nimble will launch the contact migration editor, enabling you to select where your existing contacts should be positioned within the sequence.
Migration Columns:
You'll see the following columns:
Contacts - Displays a list of your existing contacts in the sequence.
Old Step Name - Shows the current step where each contact is in the sequence.
Migrate to - Allows you to choose the step in the sequence to migrate your contacts to. Clicking this will display a list of your existing sequence steps. You can also choose "Skip Migration" to keep contacts in their current step, continuing their old sequence.
Keep Current Delay - When selected, the contact will finish the current stage before moving to the next step. When deselected, the next step will take effect immediately.
Waited In Current Step - Displays the amount of time your contacts have been in the current sequence step.
You can apply changes to a single contact or to all contacts listed.
Once completed, your contacts will appear in the selected step, and you can immediately see this change reflected in the Active tab.
Manually Migrate Contacts
To manually migrate contacts, visit the sequence and choose the "Active" tab. From here, select the contacts and under "Move In Sequence" choose "Move to a different step".
This will open the contact migration editor, where you can choose the next step for contacts already in the sequence. You can apply changes individually or to all contacts listed.
Once completed, your contacts will appear in the selected step, and you can immediately see this change reflected in the Active tab.
If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.