Migrate from Contlo to Mailchimp

Contlo Contacts migrate to Mailchimp Members within a single Audience. The contact email address becomes the Member identifier and the primary dedupe key. Standard properties (first name, last name, phone if present) map to Mailchimp's FNAME, LNAME, and PHONE merge fields. Any behavioral properties stored on the Contact (lifecycle stage, engagement score) migrate as custom merge fields of type text or number.

Contlo Segments are behavioral groupings used to target automations. We extract segment membership as tag assignments on each Contact record. Each Contlo segment becomes a Mailchimp Tag applied to the relevant Members. Segment rules (AND/OR filter logic, time-based conditions) cannot migrate as active filters; we document each segment's rule logic for manual recreation in Mailchimp's segmentation builder.

Contlo custom fields on Contacts map to Mailchimp Merge Fields. We handle standard types: text fields to text merge fields, dates to date merge fields, numbers to number merge fields, and boolean flags to Yes/No merge fields. Multi-value properties (arrays of strings) map to Mailchimp tags. Merge field tags in Mailchimp follow a two-letter prefix convention (FNAME, LNAME) or custom tags (.*) for non-standard fields.

Contlo email campaign templates migrate as Mailchimp email campaign drafts. Template content (subject lines, body HTML, images) transfers to Mailchimp. Campaign scheduling, audience targeting rules, and delivery history cannot transfer directly; we preserve delivery statistics (open rate, click rate, bounce data) as a CSV export linked to Contact IDs for reporting reconstruction.

Contlo SMS campaigns can migrate as Mailchimp SMS campaigns if the destination Mailchimp account has SMS enabled (requires Standard tier or above). The SMS body text transfers as content, but routing logic, sender ID configurations, and phone number provisioning require manual reconfiguration in Mailchimp's SMS settings. We flag this as a manual step in the handoff document.

Contlo automations built in the visual flow builder do not migrate to Mailchimp Customer Journeys. The two platforms use different trigger models and condition structures. We extract every active Contlo automation as structured data: trigger type, conditions, delay steps, and action sequence. The customer's team rebuilds these in Mailchimp Customer Journeys using our documented map as the specification. We do not rebuild automations as code.

Contlo's brand-owned generative AI Model is a proprietary artifact trained on the customer's content and campaign history. It is not a portable data object and cannot be exported in any migration format. When migrating to Mailchimp, the customer must use Mailchimp AI Copilot for subject line suggestions, content generation, and send time optimization without the benefit of a model trained on their specific brand voice. We document this gap explicitly in the migration scope as an action item for the customer's team.

Contlo Voice Agents are AI-driven phone agents with routing logic and voice configurations. Mailchimp has no Voice Agent feature. Voice Agent configurations cannot migrate to Mailchimp. We extract the agent logic as structured data for documentation purposes, but the customer must retire or re-platform voice capabilities to a dedicated voice solution if Voice Agents are business-critical.

Contlo event-level data (opens, clicks, conversions, engagement timestamps) can be exported as CSV. We preserve this as a time-series dataset linked to Contact email addresses so the customer can display engagement history in a connected BI tool or spreadsheet. Real-time analytics do not exist in Mailchimp's data model for historical imports; the customer should use Mailchimp's native reporting for post-migration campaign performance.