Import Email Templates from Another Platform

Option 1: Import by email

1. Go to Marketing → Emails → Templates.
2. Click New, then Import.
3. Choose Other Platform.
4. Copy the email address shown on screen.
5. In your old platform, send the template as a test email to that address.
6. Back in FunnelStreams, the email appears in your Templates list.
7. Open it in the code editor to review and edit.

Option 2: Paste HTML

For a template

1. Go to Marketing → Emails → Templates and click New.
2. Choose Blank Template, then Code Editor.
3. Paste your HTML into the editor. The preview updates as you paste.
4. Save.

For a campaign

1. Go to Marketing → Emails → Campaigns and click New.
2. Choose Blank Campaign, then Code Editor.
3. Paste your HTML and save.

Option 3: Import from a public campaign link

1. Go to Marketing → Emails → Templates.
2. Click New, then Import Email.
3. In the Import from dropdown, choose your previous platform if it's listed.
4. Paste the public link to the campaign.
5. Enter a Template Name.
6. Select Open in Design Editor to review it right away.
7. Click Create Template.

• Only the public campaign link is read. You don't enter any login details for your old platform.
• To bring over a saved template, first create a campaign from it on your old platform, then import that campaign's link.
• Merge tags and dynamic content aren't converted.
• If the layout looks off, fix it in the Code Editor.

After importing

• Replace merge tags from your old platform with FunnelStreams custom values, such as {{contact.first_name}}.
• Check that images load and links work.
• Make sure the email has an unsubscribe link and your physical address.
• Send yourself a test.