Migrate from Click to Mailchimp

Contacts live in the underlying Microsoft Dynamics 365 instance, not in ClickDimensions itself. We extract contacts from the Dynamics Web API using the connected CRM's credentials, then write to Mailchimp as Audience Members via the Mailchimp API. The Dynamics contactid becomes a custom merge field (DynamicsID) for cross-reference. Email address is the Mailchimp dedupe key. First name, last name, phone, and address fields map to Mailchimp merge fields (FNAME, LNAME, PHONE, ADDRESS). Consent flags stored in ClickDimensions custom fields migrate to Mailchimp tags and the EmailOptIn merge field.

ClickDimensions links marketing activity to Accounts through the contact-to-account relationship in Dynamics. Accounts do not map to a standalone Mailchimp object. Instead, we attach the Account name as a Mailchimp tag (e.g., TAG: EnterpriseAccount) and a custom merge field (ACCOUNTNAME) to each Contact record that has an Account link. This preserves the company association without requiring a separate object in Mailchimp.

ClickDimensions tracks email send records attached to CRM contacts with send date, campaign name, and delivery status. We map these to a combination of Mailchimp campaign history entries (for open/click tracking data that Mailchimp can receive) and a custom campaign archive merge field on each contact (e.g., CAMPAIGNS_SENT, LAST_SEND_DATE). Historical engagement metrics from ClickDimensions (opens, clicks, bounces) are written to custom merge fields on the contact record because ClickDimensions send records do not map to live Mailchimp campaign objects.

ClickDimensions Event entities store registration records linked to CRM contacts, with session choices, registration status, and custom registration fields. We map event names to Mailchimp Groups (e.g., Group Category: Events, Group: Q4 Annual Conference) and registration status (Registered, Waitlisted, Cancelled) to Tags. Custom registration field values map to merge fields with names matching the survey question labels. Event date and location are stored as merge fields on the contact record.

ClickDimensions Survey entities capture response records linked to contacts, with question-answer pairs in custom field structures. We map survey names to Tag categories and question-answer pairs to custom merge fields (question label becomes merge field name, answer becomes value). For surveys with multiple response instances per contact, we use Tags to track which surveys each contact completed and the response date as a Tag value. Customers choose between storing responses as merge fields (for single-instance) or Tags (for multi-instance) during scoping.

ClickDimensions captures web behavioral events tied to known contacts (via email) or anonymous visitors. Known-contact events migrate as Tags on the matching Mailchimp Audience Member (e.g., TAG: Viewed_Pricing_Page_2025-03-15). Anonymous visitor data without a matching email address is not migrated because Mailchimp Audience Members require an email identifier. The customer may choose to suppress anonymous events or to capture them as a separate document for admin reference.

ClickDimensions annotates Dynamics Leads with marketing attributes. We migrate Leads with email address, name, company, lead score, and any ClickDimensions custom field values. In Mailchimp, Leads without a confirmed double opt-in are imported as Pending members (status: subscribed with Marketing Permission flag) or as unsubscribed if the lead has requested no marketing contact. The customer's consent management preference determines which approach is used during scoping.

ClickDimensions custom fields on contacts (beyond standard CRM fields) map to Mailchimp merge fields. We create merge fields in Mailchimp via the API before contact import, matching the ClickDimensions field label as the merge field name and the field type (text, number, date, dropdown) as the Mailchimp field type. Free Forever plan customers note that their migration scope is limited by the 60-use Custom Field write cap—we track remaining uses during extraction and fall back to manual UI population for overflow records if the plan is not upgraded before migration.

ClickDimensions creates activity records in Dynamics 365 for email engagement, form submissions, and other interactions. These are standard CRM activity objects that do not have a functional equivalent in Mailchimp's Audience model. We export the activity history as a CSV reference file and deliver it to the customer's admin for use in business intelligence or reporting tools outside Mailchimp. Activity history does not appear on individual contact records in Mailchimp.