📬 How to Onboard Imported Contacts
Migrating from Kajabi, Teachable, or Stan Store, or bringing in contacts from elsewhere by CSV? Amazing, welcome to WithMe! 🎉 Once you've imported your contacts, the next step is letting them know where to find you. This guide walks you through the entire workflow: from importing your list to sending a broadcast email that gets your people signed up and exploring your Hub.
Step 1: Import Your Contacts 📥
First, bring your existing audience into WithMe by uploading a CSV from the Add Customer modal in Customers.
You can upload your CSV yourself from the Add Customer modal: choose Upload CSV, select your file, tick the box confirming the addresses are real people who agreed to receive emails from you, then click Check file to preview the import and Import to run it.
Create a dated sequence or send a broadcast to let them know that you've moved platforms. Note that a newly imported list may be flagged as cold and restricted to a safe sendable subset until your account's spam metrics improve, so you might not be able to email everyone at once right away.
What Happens Next? 🚀
Once your contacts receive the email and click through to your Hub, they'll be prompted to create an account. Their status in your Customers tab will update from invited to active, and you're off to the races!
💡 Pro Tip: Consider sending a follow-up broadcast a few days later to anyone who hasn't registered yet, keeping in mind that if your list is still restricted, you'll only be able to reach the currently sendable subset. Restricted contacts aren't lost, they're reintegrated in batches as your metrics improve. 💪
If your contacts aren't receiving the email or you run into any issues during migration, message us in the chat — we're here to help! 💬