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Migration Guide

Move from OptinMonster to Bento with zero guesswork.

Learn how to migrate from OptinMonster to Bento. Export your leads, map fields, rebuild opt-ins, and launch email automation with better deliverability.

mediummigrationVaries by campaign and integration scope3 core transfers ready
G2 LeaderCapterra ShortlistSOC-2 Compliant

Migration Flow

A practical migration plan from OptinMonster 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 OptinMonster
2Transfer and map in Bento
3Validate and launch
Stage 1

Export checklist

  1. 1Log in to OptinMonster and choose your site

    Sign in to your OptinMonster account, then select the site and campaigns you want to migrate your leads from.

  2. 2Export leads from Monster Leads

    Open the leads or subscribers section for each campaign, filter by date range if needed, and use the export option to download your leads as a CSV file.

  3. 3Capture key campaign settings

    For your highest performing campaigns, note the display rules, triggers, and basic design. Take screenshots of popup states, success views, and targeting rules for later reference.

  4. 4Prepare your CSV for import into Bento

    Clean your CSV by removing obvious test data, make sure each row has a valid email, and add columns for tags like source campaign or site so you can segment in Bento.

  5. 5Import contacts into Bento

    Use Bento's CSV import to map email, name, and custom fields, then map your campaign labels into tags. Import into a single people database instead of multiple lists.

Export Steps
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Preview
Export checklistVaries by campaign and integration scope
1
Log in to OptinMonster and choose your siteIn progress

Sign in to your OptinMonster account, then select the site and campaigns you want to migrate your leads from.

2
Export leads from Monster LeadsUp next
3
Capture key campaign settingsUp next
Data Transfer
/
Preview
Migration coverageOptinMonsterBento
Subscribers
24,180 contacts
Syncing
Tags
312 tags
Queued
Custom Fields
48 fields
Queued
Automations
Not portable
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
AutomationsNot portable
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 OptinMonster before your first live send.
Rebuild high-value automations first, then test each trigger path before cutover.
Keep OptinMonster 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 OptinMonster 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

OptinMonster to Bento language map

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

OptinMonsterBento
  • CampaignForm / Entry point

    An on-site popup or form that starts someone on their journey into your email program.

  • Monster LeadsPeople

    The database of contacts collected from your OptinMonster campaigns becomes people records in Bento.

  • Display RulesTargeting and filters

    Conditions that control where and when an opt-in appears, similar to Bento's targeting and segmentation.

  • SiteDomain / Workspace

    The website you attach campaigns to in OptinMonster maps to a tracked domain or workspace in Bento.

  • IntegrationDestination / Connection

    Where captured leads are sent, such as Bento, your CRM, or ecommerce platform.

  • Success ViewConfirmation step / Follow-up automation

    What a visitor sees or receives after subscribing, which you recreate as pages and sequences in Bento.

  • ConversionEvent

    A tracked action like a signup or purchase that Bento records as an event on the person's profile.

Tips

  • Export all historical leads from OptinMonster once so you do not have to re-open the account later.
  • Use tags based on the original campaign names to keep attribution clear inside Bento.
  • Plan your welcome and nurture sequences in Bento before importing so new signups can start receiving emails immediately.
  • Run Bento side by side with OptinMonster for a short period to compare performance before fully switching.

Watchouts

  • OptinMonster does not export on-site analytics or A/B test history, so save key reports before cancelling your account.
  • Email history and popup designs will not transfer automatically; you will need to recreate important experiences in your new stack.
  • Deleting campaigns in OptinMonster before exporting can make those leads difficult or impossible to recover.

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Ready to leave OptinMonster?

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