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Migration pathMigration Guide
Move from Loops to Bento with zero guesswork.
Move from Loops to Bento without losing your SaaS email data. This Loops migration guide covers exports, imports, automations, and deliverability checks.
Migration Flow
A practical migration plan from Loops 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.
Stage 1
Export checklist
- 1Review your Loops workspace and clean data
Sign in to Loops, open your workspace, and review segments, workflows, and user properties so you know what needs to move.
- 2Export contacts and properties from Loops
From the people or users view in Loops, apply any segment filters you want to keep, then use the export option to download a CSV with contacts and custom properties.
- 3Export unsubscribes and suppressed contacts
Filter your Loops contacts for unsubscribed, bounced, or suppressed statuses and export a separate CSV so those contacts can be added to Bento suppression lists.
- 4Copy templates and content from Loops
Open important Loops email templates and workflows, copy the HTML or content, and save it into files or a document that you will use when recreating templates in Bento.
- 5Recreate key workflows in Bento
Use your notes from Loops to rebuild onboarding, trial, and lifecycle workflows in Bento using its visual automation builder.
Stage 2
Data portability map
Know in advance what imports directly and what may require a rebuild.
Stage 3
Validate and cut over
Treat cutover like launch QA. Validate your highest-risk paths first, then move sending traffic.
Switching from Loops 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.
BentoOperator Notes
Loops to Bento language map
Keep this open while rebuilding flows. It maps terminology and highlights what to do first during migration QA.
- WorkspaceAccount
Loops uses workspaces to group a project or environment. In Bento you typically map this to an account that represents your product or site.
- WorkflowAutomation
Loops workflows are event driven sequences. In Bento you recreate them as automations with triggers and steps.
- BroadcastCampaign
A broadcast in Loops is a one off send to a group of users. In Bento this is called a campaign.
- Tracked userContact
Loops tracks users based on events. In Bento those users become contacts with timelines of events and messages.
- Event propertyEvent property
Both platforms attach properties to events, such as plan name or feature used, which you can use for segmentation and triggers.
- SegmentSegment or filter
Segments in Loops map to saved filters or dynamic segments in Bento based on contact fields and events.
Tips
- Audit your Loops events and properties first so you only bring fields that you will actually use in Bento.
- Migrate active workflows in small batches and run them in parallel with Loops until you are confident everything behaves as expected.
- Use Bento office hours if you want help mapping Loops events and traits into a clean contact model.
- Tag imported contacts with a migration source field so you can filter them later if needed.
- Schedule the final cutover during a low traffic window so you have time to test without pressure.
Watchouts
- Loops workflows do not import directly, so plan time to rebuild and test key journeys inside Bento.
- Historical event logs from Loops may not be fully portable, so focus on bringing the fields you need for current segmentation.
- Check DNS and authentication before disabling Loops so transactional email continues without interruption.
Keep Exploring
Other migration playbooks
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