Migrate from Factoreal to Mailchimp

Factoreal contact records map to Mailchimp subscribers via email address as the primary key. We export Factoreal contacts as CSV, deduplicate on email address before import, and map standard profile fields (first name, last name, phone, address) to Mailchimp's MERGE field structure. Any Factoreal custom contact properties migrate as Mailchimp merge fields created in the destination audience before import. Opt-in and subscription status migrate to Mailchimp's Status field (subscribed, unsubscribed, pending, cleaned) using Factoreal's contact status property as the source.

Factoreal segments are defined by filter rules on contact attributes and behavioral events. We document each Factoreal segment's filter logic — field, operator, value conditions — and rebuild equivalent saved segments in Mailchimp using Mailchimp's segment rule builder. If Factoreal segments were static lists rather than dynamic rules, we export the contact IDs per segment and create Mailchimp tags as a proxy for group membership, since Mailchimp segments do not support static membership that persists independently of filter rules.

Factoreal campaign records hold subject line, content, send history, and engagement metrics (opens, clicks, unsubscribes). We map campaign structure to Mailchimp's Campaign object, preserving subject line, preview text, and from name/address. Historical send dates migrate as the Campaign send time. Engagement metrics (open count, click count) cannot be imported as Mailchimp metrics — these are recalculated by Mailchimp's reporting engine post-import. We provide a reconciliation sheet mapping Factoreal campaign metrics to Mailchimp's reported metrics for comparison.

Factoreal email templates include HTML content and dynamic field placeholders. We extract the template HTML and convert Factoreal merge field syntax (e.g., {{first_name}}) to Mailchimp merge tag syntax (e.g., *|FNAME|*). Visual rendering differences between Factoreal's template editor and Mailchimp's template structure require a review pass; we flag any unsupported HTML elements and provide a cleaned HTML version that Mailchimp's template editor can accept. We do not migrate template layouts or design assets — these are rebuilt in Mailchimp's template editor.

Factoreal contacts carry multiple tags that represent behavioral classifications or list memberships. We export the full tag list per contact and create equivalent tags in Mailchimp. Tags on Mailchimp subscribers are applied during the contact import via the Tags field. Mailchimp's tag model supports any string without a predefined taxonomy, matching Factoreal's flexible tagging approach. We preserve the many-to-many relationship by importing each contact's tag list as a comma-separated value in the Mailchimp Tags field.

Factoreal custom fields on contact records map to Mailchimp merge fields. We identify all custom field definitions during discovery (field name, data type), create corresponding merge fields in the destination Mailchimp audience with matching types (text, number, date, phone, address, dropdown), and map exported values during contact import. Factoreal's custom field types must be translated: free-text fields become Mailchimp TEXT merge fields, numeric fields become NUMBER merge fields, and date fields become DATE merge fields.

Factoreal captures order and product data natively. Mailchimp does not have native e-commerce objects — products and orders are typically populated via an e-commerce integration (Shopify, WooCommerce, BigCommerce) or a custom API connection. We export Factoreal product and order records as CSV and evaluate whether the customer has an existing e-commerce platform that Mailchimp can connect to, or whether a custom Mailchimp API integration is needed. If neither is in place, we scope product and order data as a documented export for manual entry or a separate integration build.

Factoreal contact records with unsubscribed or bounced status must be imported into Mailchimp as suppressed records before any campaign sends. We extract unsubscribed and bounced contacts from Factoreal and import them as Mailchimp suppressions using Mailchimp's audience-level suppression import. This prevents accidentally re-emailing unsubscribed contacts when the migration completes and campaigns resume. The suppression list import is the first action taken in the Mailchimp destination before any active subscriber imports begin.