Migrate from IDX Broker to Mailchimp

Each IDX Broker contact maps 1:1 to a Mailchimp subscriber. Email address is the unique key for deduplication — if a subscriber with the same email already exists in the target Audience, FlitStack updates rather than duplicates. Subscriber status in Mailchimp is set to 'subscribed' by default; unsubscribed or cleaned records from IDX require a status flag to be set.

IDX Broker first name field maps to Mailchimp's standard FNAME merge field, which is available in every Mailchimp Audience by default. No custom field creation required. If first name is absent in IDX, the merge field is left blank rather than populated with a placeholder.

IDX Broker last name field maps to Mailchimp's standard LNAME merge field. Mailchimp does not require a last name for subscriber records — records without a last name are valid but appear anonymously in campaign recipient lists. We recommend creating a 'First Name' display name tag for records without a last name if agent workflows rely on name-based sorting.

Email address is the primary identifier in Mailchimp and is used for all campaign sends. It is also the deduplication key — if a record with the same email exists in the target Audience, FlitStack updates that record rather than creating a new one. Invalid email formats are flagged before migration and excluded from the subscriber load.

IDX Broker phone number maps to Mailchimp's PHONE merge field. Mailchimp supports phone-number type for merge fields, which enables SMS keyword integrations if you enable Mailchimp SMS features. We create the PHONE merge field in your Audience if it does not already exist. Phone numbers are stored as free-form text — formatting is preserved as-is from the source.

IDX Broker contact address (street, city, state, zip, country) maps to Mailchimp's address merge field group (ADDRESS, CITY, STATE, ZIP, COUNTRY). Mailchimp's address merge field is a structured group, not individual fields — we compose the group during migration. Records without a full address receive a partial address group with available fields populated.

Each IDX Broker saved search attached to a contact becomes a separate tag in Mailchimp. Saved search criteria (e.g., 'price:$200k-$400k', 'beds:3', 'area:Downtown') are broken into individual tag values for maximum segmentation flexibility. Contacts with multiple saved searches receive multiple tags. Tags are created in your Mailchimp Audience during migration — no pre-creation required.

IDX Broker's lead status field (values like New, Contacted, Active, Closed) has no direct Mailchimp equivalent. We create a custom text merge field (LeadStatus__c) in your Audience and populate it with the original IDX status value. This preserves the data for reporting but does not trigger Mailchimp automations — you would need to configure Mailchimp rules based on this field manually after migration.

IDX Broker tracks which website page or saved link generated each lead. We map this to a custom text merge field (LeadSource__c) in Mailchimp so you can filter your audience by acquisition source in campaign reports. Saved links with UTM parameters carry that information if available via the IDX API.

IDX Broker accounts with custom lead capture forms (additional dropdowns, checkboxes, or text fields beyond the standard set) map to custom merge fields in Mailchimp. Each custom field type is assessed for the best Mailchimp merge field type — text for free-form, dropdown for pick-lists, date for date fields. Mailchimp supports up to 50 merge fields per Audience; accounts with more custom IDX fields than this limit require prioritization.

IDX Broker leads are associated with the agent or office account that owns the website. We capture this as a tag (AgentOwner__c) on each subscriber so Mailchimp campaigns can route or filter by the originating agent. Mailchimp does not have a native owner field — this is informational attribution rather than an access-control mechanism.

Mailchimp records the date a subscriber is added to an Audience but does not store a configurable original-create-date field. We preserve IDX Broker's contact creation timestamp in a custom datetime merge field (OriginalCreateDate__c) so you can report on lead age and acquisition timing in Mailchimp reports. This is a text-formatted field in Mailchimp (YYYY-MM-DD HH:MM:SS).