Migrate from Funnel Leasing to Mailchimp

Prospects and residents from Funnel Leasing migrate as Mailchimp contacts. Email address is the primary key for deduplication. Records without a valid email address are flagged and excluded — Mailchimp requires email for contact records. We also capture the original Funnel Leasing record ID in a custom merge field for reference.

Funnel Leasing's property and unit data has no native equivalent in Mailchimp's audience model. We convert each unique property name and unit identifier into Mailchimp tags (format: 'Property: Oakwood Apts', 'Unit: 201'). A contact with multiple property associations receives multiple tags.

Funnel Leasing lifecycle stages map to Mailchimp member status and tags. Active residents become 'Subscribed'; churned residents become 'Unsubscribed'. We also apply a 'Lifecycle Stage' tag with the original Funnel Leasing value so segmentation can reference the full history. This tag-based approach lets you filter contacts by stage in Mailchimp reports and in Customer Journey triggers.

Funnel Leasing's omnichannel communication history migrates as notes attached to the Mailchimp contact record. Call and text summaries are stored in a 'Communication_History__c' merge field. Mailchimp's own campaign engagement (opens, clicks) tracks separately. The merge field is indexed in Mailchimp so you can sort or filter contacts by communication activity.

Lease start date, lease end date, and unit number migrate as Mailchimp merge fields (LEASESTART, LEASEEND, UNITNUMBER). Move-in and move-out dates also map directly. This data enables segmentation by lease expiration window in Mailchimp. You can use these dates to set up automated reminders for lease renewals or move-out follow-ups.

Any custom properties created in Funnel Leasing migrate as Mailchimp merge fields. We create the merge field in Mailchimp before migration, matching the data type (text, date, number). Funnel Leasing's Single Guest Card custom fields follow the same path. This ensures that all custom data points are available for segmentation and personalization in Mailchimp.

Funnel Leasing's lead source tracking (origin of inquiry — website, referral, ILS, etc.) migrates as a Mailchimp tag. This preserves attribution data for segmentation and campaign analysis in Mailchimp. Tagging lead sources also helps you measure which channels drive the most prospects and adjust budget accordingly.

Funnel Leasing's AI-generated message suggestions and call summaries have no Mailchimp equivalent. This data is not migrated. The functionality must be replaced by Mailchimp's automation triggers or a separate AI tool. Consider using Mailchimp's built-in automation features or a third-party AI service to replicate this functionality.

Funnel Leasing's owner and team member assignments map to Mailchimp tags (format: 'Owner: [email protected]'). Mailchimp has no native user assignment model for contacts — tagging is the closest analog for owner visibility. This tagging convention allows your team to quickly identify the assigned owner when reviewing contact details in Mailchimp.

Funnel Leasing's unified renter profile (Single Guest Card) fields that don't map to standard contacts migrate as custom Mailchimp merge fields. We document each field's name, data type, and sample values before creating the merge fields. We also validate the data types to ensure proper field mapping during import.

The distinction between a prospect (never leased) and a resident (active or historical lease) in Funnel Leasing migrates as a 'Renter_Type' tag with values 'Prospect' or 'Resident'. This enables Mailchimp segmentation between future leasing prospects and current/former residents. This tag is applied automatically during migration to maintain consistent labeling across your Mailchimp audience.