Bento
ConvertFlow logo
toBentoMigration path

Migration Guide

Move from ConvertFlow to Bento with zero guesswork.

Move from ConvertFlow to Bento without losing contacts or segments. Follow this guide to export data, map fields and rebuild key funnels in one email platform.

mediummigrationVaries by funnels, integrations, and onsite assets3 core transfers ready
G2 LeaderCapterra ShortlistSOC-2 Compliant

Migration Flow

A practical migration plan from ConvertFlow to Bento

This guide follows a simple sequence: export cleanly, map data correctly, then validate before cutover. No generic product pitch, just the steps your team needs.

1Export from ConvertFlow
2Transfer and map in Bento
3Validate and launch
Stage 1

Export checklist

  1. 1Export contacts from ConvertFlow

    Log in to ConvertFlow, go to the contacts area, filter to the people you want to migrate, and use the export option to download a CSV file.

  2. 2Export key segments and tags

    From your contacts or segments view, export CSVs for important audiences like customers, leads, and newsletter subscribers.

  3. 3Capture form and CTA settings

    Review your main popups, forms, and landing pages in ConvertFlow and note the fields, triggers, and targeting rules you rely on.

  4. 4Clean your contact data

    Remove obvious test contacts and old bounced addresses from your CSVs before import, or mark them clearly so they are not emailed.

  5. 5Import contacts into Bento

    In Bento, create any custom fields you need, upload your CSVs, and map columns to fields, tags, and segments.

Export Steps
/
Preview
Export checklistVaries by funnels, integrations, and onsite assets
1
Export contacts from ConvertFlowIn progress

Log in to ConvertFlow, go to the contacts area, filter to the people you want to migrate, and use the export option to download a CSV file.

2
Export key segments and tagsUp next
3
Capture form and CTA settingsUp next
Data Transfer
/
Preview
Migration coverageConvertFlowBento
Subscribers
24,180 contacts
Syncing
Tags
312 tags
Queued
Custom Fields
48 fields
Queued
Automations
14 flows
Queued
Templates
36 templates
Queued
Commerce Data
Not portable
Queued
Stage 2

Data portability map

Know in advance what imports directly and what may require a rebuild.

SubscribersFull transfer
TagsFull transfer
Custom fieldsFull transfer
AutomationsRebuild in Bento
TemplatesRebuild in Bento
Email historyNot portable
Commerce dataNot portable
Stage 3

Validate and cut over

Treat cutover like launch QA. Validate your highest-risk paths first, then move sending traffic.

Send a seed-list test from Bento and verify rendering, links, and tracking.
Compare list and segment counts against ConvertFlow before your first live send.
Rebuild high-value automations first, then test each trigger path before cutover.
Keep ConvertFlow running for a short overlap while you monitor deliverability in Bento.
Migration Process
/
Preview
White-glove migrationETA 24–48 hours
Contacts & Tags
24,492 contacts
Transferring
Custom Fields
48 fields
Queued
Automations
14 flows
Queued

White-glove migration

Switching from ConvertFlow can be done in one focused session

We help you map lists, rebuild key automations, and validate deliverability before cutover so your first week on Bento is smooth.

Current ESP
Bento

Migration coverage

Bring your whole sending setup with you.

25% mapped
Contacts and attributes
Lists and segments
Templates and flows
Sending setup

<1 day

Typical switch window

1:1

Migration support

Zero

Forced add-ons

Operator Notes

ConvertFlow to Bento language map

Keep this open while rebuilding flows. It maps terminology and highlights what to do first during migration QA.

ConvertFlowBento
  • CTAForm or onsite capture

    ConvertFlow CTAs are the popups and forms that collect leads on your site.

  • FunnelAutomation plus forms

    A series of steps that guide visitors from opt in to a goal, rebuilt as Bento automations and broadcasts.

  • BroadcastBroadcast

    One-time messages sent to a group of people. In Bento these are email campaigns.

  • WorkflowAutomation

    Automated actions based on triggers and rules, such as follow up after a form submit.

  • Segment or AudienceSegment or Tag

    Groups of people defined by behavior or attributes that you can target in Bento.

  • Custom FieldField

    Extra data stored on a person record, such as plan, interests, or lifecycle stage.

Tips

  • Export contacts and any suppression data from ConvertFlow before you change live CTAs.
  • Start by rebuilding one or two high intent funnels in Bento before migrating everything.
  • Keep ConvertFlow running during the overlap so you do not miss leads while you test Bento.
  • Use Bento's free email validation on import to protect deliverability.

Watchouts

  • On-site campaigns, CTAs, and page designs do not transfer automatically and must be rebuilt in Bento or another page tool.
  • Automation logic based on ConvertFlow's on-site triggers will need to be rethought using Bento events and segments.
  • Email and event history from ConvertFlow does not migrate, so reporting starts fresh in Bento.

Keep Exploring

Other migration playbooks

Browse full directory

Ready to leave ConvertFlow?

Move with confidence: export cleanly, import safely, and launch on Bento with migration support from our team.