BentoMigrate from Privy to Bento
Learn how to migrate from Privy to Bento. Export your contacts and unsubscribes, map fields, rebuild key automations, and launch email with better deliverability.
Migration Steps and Data Transfer
DATA TRANSFER
What transfers from Privy?
Here's what data we can migrate from your current platform to Bento.
Contacts & Segments
All your subscribers, tags, and custom fields transfer seamlessly.
Email History
Email history transfers partially based on platform limitations.
Commerce Data
Commerce data may require reconnection to your store.
STEP-BY-STEP
Export from Privy
Follow these steps to export your data and prepare for migration.
1. Export your contacts from Privy
Sign in to Privy, go to the contacts section, filter by status or segment if needed, and use the export option to download your subscribers as a CSV file.
2. Export unsubscribes and SMS consent where available
If Privy lets you filter by unsubscribed or SMS opted out contacts, run a separate export so you can preserve consent and do not accidentally message people who left.
3. Clean and prepare your CSV for Bento
Remove obvious test records, ensure each row has a valid email address, and standardize column names for fields like first name, last name, phone, and country.
WHY SWITCH
Why migrate from Privy?
Here's why teams are making the switch to Bento.
Reason 1
Per-user pricing with unlimited emails, so you pay for your team members, not your contact list size.
Reason 2
Built in deliverability tooling, free email validation, and batched sending so more of your campaigns reach the inbox instead of spam.
Reason 3
One platform for product, marketing, and transactional email with anonymous tracking, live chat, and shared inboxes instead of stitching Privy to multiple other tools.
TERMINOLOGY & MIGRATION GUIDE
Privy → Bento Translation
Different platforms use different terms. Here's how Privy concepts map to Bento, plus tips for a smooth migration.
On site popups, flyouts, and bars in Privy map to the forms and sources that first collect people in Bento.
Privy flows that send welcome, cart, or win back emails become automation workflows in Bento.
The subscriber list in Privy becomes your unified people database inside Bento.
Static or rule based groups in Privy map to tags and saved segments in Bento for targeting.
Coupon codes attached to Privy campaigns can be stored as fields or generated by your ecommerce platform and merged into Bento emails.
One time sends to segments in Privy are broadcast campaigns in Bento.
Signups, purchases, and other tracked actions become events on each profile in Bento.
Migration Tips
- Export all contacts, including unsubscribes, before you change anything in Privy so you always have a full backup.
- Use clear tag names based on your old Privy segments or campaigns so it is easy to understand targeting later in Bento.
- Rebuild your highest revenue flows first, then replace smaller nurture sequences once core journeys are live.
- Keep Privy installed for a short overlap so you can compare reported revenue and make sure Bento has all the data it needs.
Watch Out For
- Privy email and SMS automations do not transfer automatically, so plan to rebuild important flows in Bento by hand.
- If you forget to import unsubscribes or SMS opt outs, you risk messaging people who previously opted out, which can hurt deliverability.
- Old popup designs and detailed performance reports from Privy are not included in exports, so save screenshots of top campaigns before cancelling.
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