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Converting Legacy Nurture Campaigns

Overview

You can convert the campaigns you built in the legacy nurture builder into campaigns that are compatible with Nurture Builder 2.0, giving you access to the latest functionality, as described in the Nurture Campaigns pages. Converting existing legacy campaigns brings the nurture flow into Nurture Builder 2.0, but does not bring over any recipients and some element values, as shown in the table below. 

We recommend you read through the pages in the Nurture Campaigns section of this guide and the Understanding Nurture Builder 2.0 vs Nurture Builder 1.0 article to learn more about Nurture Builder 2.0. 

What to Expect When Converting Nurtures

Most nurture workflow steps will be migrated automatically when converting from a legacy nurture, but when there is not an exact match, there may be some configuration required after conversion. The following table provides a mapping of elements and indicates when configuration of the element is required after conversion.

Nurture 1.0 Step Nurture 2.0 Element Notes
Start Start  
Send Email with Email Builder Send Email Emails built with Email Builder 1.0 will be converted to Email Builder 2.0 code your own emails.
Send Email with Old Editor Send Email Emails built with Email Builder 1.0 will be converted to Email Builder 2.0 code your own emails.
Pause Pause  
Add Marketing Action - Add to Distribution List Add to List  
Add Marketing Action - Remove from Distribution List Remove from List  
Add CRM Action - Update Contact/Lead via Template Update Contact or Lead in Sugar Market In Nurture Builder 2.0, the Update Contact or Lead in Sugar Market element does not use a template. The fields and values will be converted unless a legitimate match does not exist. If the specific CRM field and value matches are not found, then these need to be configured for this element. You may select up to five fields.
Add Alert - Notify Role/Group Alert Role  
Add Alert - Notify Contact Owner Alert Contact Owner  
Add CRM Action - Add Task Create Task in CRM In Nurture Builder 2.0, the Create Task in CRM element does not use a template. The fields and values will be converted unless a legitimate match does not exist. If the specific CRM field and value matches are not found, then these need to be configured for this element. You may select up to five fields.
Add CRM Action - Add Opportunity Create Opportunity in CRM In Nurture Builder 2.0, the Create Opportunity in CRM element does not use a template. The fields and values will be converted unless a legitimate match does not exist. If the specific CRM field and value matches are not found, then these need to be configured for this element. You may select up to five fields.
Jump to Another Step Jump to Another Nurture The Jump to Another Nurture element is added as a placeholder for converted nurtures that contain Jump to Another Step. Nurture Builder 2.0 does not have a specific Jump to Another Step element since it allows you to connect to steps, as described in this article. After conversion, delete the Jump to Another Nurture step in your flow and add a connection to the desired step.
Set Jump Label NA  
Email Delivered Email Delivered  
Email Opened Email Opened  
Email Clicked Link Click Check the configuration of this element if you want to specify a specific link click.
Web Activity Sessions Web Activity Sessions  
Web Page Hits Web Page Hits  
Landing Page Completion Form Completion
  • Form Builder form values are migrated, but the page value will need to be manually set for this element.
  • Page Builder and legacy page values need to be manually set for this element. 
Landing Page Question Answer Form Question Answer
  • Form Builder form values are migrated.
  • Page Builder pages, legacy pages, and legacy form values need to be manually set for this element.
Evaluate Contact, Account, Opportunity Field Values Evaluate Field Value  
Add Is On List Step List Checker  

Conversion Eligibility

Some nurtures may not be eligible for conversion to 2.0. The following are some known conditions that will prevent conversion, though it is not an exhaustive list. If you do encounter an error when converting a nurture, please contact Support.

  • Invalid workflow
  • The nurture includes a jump to another nurture that has not yet been converted to 2.0
  • The nurture has already been converted to 2.0
  • The campaign name exceeds 150 characters
  • Multiple yes branches for conditional steps
  • Missing yes/no steps for conditional steps

Converting a Nurture Campaign

To convert a legacy campaign:

  1. Navigate to the Nurtures list view and select the row with the desired campaign.
    SM UG NB20 convert
  2. Expand the context menu in the toolbar, and then select "Convert to Nurture 2.0". A progress indicator displays until the conversion is complete, and then the success dialog displays, providing a link to edit the nurture in Nurture Builder 2.0. If the conversion fails, please contact Support.
    SM UG NB20 convertsuccess
  3. Visit each step of the builder and make changes as needed, remembering that include/exclude lists and some element values are not brought over from the legacy campaign. Please refer to the Creating Nurture Campaigns page for more information on each step in the Nurture Builder 2.0 wizard.

Warning : Converted nurtures default to the Blank Theme (Step 2: Layouts). Changing this to another theme will remove all the converted elements from the nurture design.

Managing Campaign Conversions

After a legacy nurture campaign is converted, the new version displays in the Nurtures 2.0 Manage list view with "(Converted)" appended to the campaign name. The new version is in Draft status until it is published. 
SM UG NB20 converted

You can proceed with editing the nurture as described in Managing Nurture Campaigns. We recommend following this workflow when converting nurtures:

  1. Leaving the legacy campaign in an active status, make all desired updates to the converted nurture in Nurture Builder 2.0.
  2. Confirm that all participants have finished flowing through the legacy nurture, and then deactivate the legacy nurture.
  3. Publish the converted nurture in Nurture Builder 2.0. 

Note: Although the legacy campaign continues to exist in its original form, there is no indication in the legacy campaign that it was converted, and if an attempt is made to convert it again, it will result in an error.

Last modified: 2021-03-09 17:00:50