Migrate from Brivity to Mailchimp

Brivity contacts map directly to Mailchimp Members within a designated audience. Each contact's email address becomes the unique Member identifier used by Mailchimp for deliverability and tracking. Phone numbers, physical addresses, and owner assignments are preserved as merge fields or tag assignments on the Member record. Custom field data migrates alongside the core contact fields to maintain full record fidelity in the destination system.

Brivity lead stages such as New Lead, Active, Contract, and Closed map to Mailchimp Tags applied at migration time. These tags preserve the original Brivity stage labels for continuity. Corresponding Segments are created automatically for each lead stage so campaigns can target contacts by their pipeline position without rebuilding the segment logic manually. The tag-based approach ensures pipeline context travels with each contact record into Mailchimp.

Brivity company names map to the COMPANY merge field on each related Member. If a contact is associated with multiple companies, the primary company (most recently modified or specified by ranking rule) is set as the merge field value and additional associations are preserved as Tags.

The Brivity agent or team member assigned to each contact migrates as a Tag on the Mailchimp Member. If the destination Mailchimp account includes agent-user accounts, we create Segments per agent so each agent can run targeted campaigns from their own contact list.

Custom fields such as current_address, listing_interests, preferred_neighborhoods, and transaction_type become Mailchimp Merge Fields of the appropriate type (ADDRESS, TEXT, RADIO). Brivity field types are mapped to Mailchimp supported types: text fields to TEXT, pick-lists to RADIO or DROPDOWN, dates to DATE, and phone numbers to PHONE.

Brivity Auto Plans and action plan sequences do not migrate to Mailchimp. We export the full action plan structure (step names, triggers, delays, and content references) as a rebuild reference document so your team can reconstruct the sequence in Mailchimp's Customer Journey builder.

Brivity deal stage, transaction status, and expected close date migrate as Merge Fields and Tags on the Member record. This preserves deal context on the contact without requiring Mailchimp to manage a pipeline. For active deals, tags like 'Under Contract' or 'Listing Pending' allow targeted email campaigns based on transaction stage.

Brivity activity logs (call count, last contact date, email open history if available) migrate as Tags on the Member record. Detailed activity history is not preserved in Mailchimp's engagement model, but an indicator tag (e.g., 'Highly Engaged - 10+ activities') preserves engagement context at migration time.

Brivity referral source fields map to a REFERRAL_SOURCE Merge Field and a corresponding Tag on each Member record. The merge field stores the raw referral value while the tag enables quick list filtering. This dual mapping allows segmentation by acquisition channel directly in Mailchimp without manual data entry. Marketing teams can immediately run campaigns targeting contacts from specific referral sources such as Zillow, Realtor.com, or word-of-mouth referrals.

Brivity's internal contact ID is stored as a Merge Field (BRIVITY_ID) on the Mailchimp Member for traceability and deduplication during future delta runs. The BRIVITY_ID merge field persists on each Member record after migration completes. This allows re-matching contacts if a second migration pass is needed or if your team exports Mailchimp data back to Brivity for reconciliation. The ID mapping ensures data consistency across platform sync operations.

Brivity owner assignments on contacts map to Tags on Mailchimp Members, preserving the agent-contact relationship in the destination system. If agents have separate Mailchimp accounts or sub-hubs within your organization, we create per-agent Segments so each agent can manage their own contact list within the shared audience. This segmentation approach allows targeted agent-specific campaigns while maintaining centralized audience management at the brokerage level.

Brivity contact notes and comments migrate as Tags on the Mailchimp Member (since Mailchimp Notes are a premium feature with storage limits). For teams with Mailchimp premium, notes are migrated as native Notes; for free or standard accounts, key notes are summarized and applied as Tags.