CRM migration
Field-level mapping, validation, and rollback between Interactive and Mailchimp. We move data and schema; workflows are rebuilt natively in Mailchimp.
Interactive
Source
Mailchimp
Destination
Compatibility
9 of 10
objects map 1:1 between Interactive and Mailchimp.
Complexity
BStandard
Timeline
4–24 hours
Overview
Interact organizes leads by quiz type, result score, and custom fields collected at quiz completion. It has no native email sending, campaign management, or automation features beyond basic lead routing. Mailchimp's data model centers on Audiences (contacts), Tags (segmentation labels), and Merge Fields (contact properties). FlitStack AI extracts every contact record from Interact including all quiz metadata, maps quiz types to Mailchimp Tags, maps quiz result fields to Mailchimp Merge Fields, and preserves original submission timestamps and UTM parameters as contact properties. Any automation logic, quiz branching rules, or lead-score thresholds built in Interact are proprietary to that platform and cannot migrate — we export Interact's workflow definitions as a rebuild reference for Mailchimp's automation builder. The migration uses Mailchimp's Members API with batch operations for large audiences. The process starts with a read‑only pull of all Interact contacts via the Interact API, capturing email, name, phone, quiz type, result scores, custom field values, UTM tags, and submission timestamps. FlitStack then produces a pre‑migration audit that inventories the field inventory, flags malformed or duplicate emails, and identifies any contacts that exceed Mailchimp's free‑plan limit of 500. Using this audit, a Mailchimp Merge Field schema is designed, abbreviating long Interact field names to fit the 30‑character limit while keeping a mapping reference. A representative sample of contacts is imported first, validated for correct Merge Field population and tag assignment, and approved before the full batch is committed.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Interactive object lands in Mailchimp, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Interactive
Quiz Taker / Contact
Mailchimp
Audience Member (Contact)
1:1Every Interact quiz taker becomes a Mailchimp audience member. The contact's email address is the primary key used for deduplication. FlitStack matches against existing Mailchimp members by email to avoid duplicate records. If an email already exists in Mailchimp, FlitStack updates the existing record with any new quiz metadata rather than creating a second entry, preserving historical engagement data.
Interactive
Quiz Type / Quiz Name
Mailchimp
Tag
1:1Interact stores the quiz name as a property on the contact record. Mailchimp has no native quiz-name field — we create a Tag on each member with the quiz name, so segments can filter by quiz type across all contacts.
Interactive
Quiz Result Score (numeric)
Mailchimp
Merge Field (MC_RESULT_SCORE)
1:1Numeric quiz result scores map to a Mailchimp Merge Field of type number. Field name is abbreviated to fit Mailchimp's 30-character limit. This enables segmentation by score ranges in Mailchimp. When scores are imported, Mailchimp's reporting can display average, minimum, and maximum values per tag, helping you understand quiz performance across audience segments.
Interactive
Custom Field (text, number, date, choice)
Mailchimp
Merge Field or Tag Value
1:1Each Interact custom field is evaluated for type. Text fields map to Merge Fields (type text), number fields to Merge Fields (type number), date fields to Merge Fields (type date). Long field names are abbreviated. Multiple-choice values are preserved as written in Merge Field values.
Interactive
Quiz Submission Timestamp
Mailchimp
Merge Field (MC_SUBMITTED_AT)
1:1Mailchimp's standard created-at timestamp reflects the import date, not the original quiz submission date. We create a Merge Field storing the original Interact submission timestamp for reporting continuity. This preserves the exact moment a user completed the quiz, enabling time‑of‑day analysis, cohort reporting, and accurate attribution to specific marketing campaigns.
Interactive
UTM Source / UTM Medium / UTM Campaign
Mailchimp
Merge Fields (MC_UTM_SOURCE, MC_UTM_MEDIUM, MC_UTM_CAMPAIGN)
1:1If Interact captures UTM parameters at quiz entry, these migrate as separate Merge Fields. Preserving UTM attribution is critical for campaign performance analysis in Mailchimp. Once imported, you can filter campaigns by source, medium, or campaign name, and evaluate which quiz placements drive the highest engagement and conversion rates.
Interactive
Referral URL or Source Page
Mailchimp
Merge Field (MC_SOURCE_URL)
1:1The page URL where the quiz was taken is stored as a text Merge Field in Mailchimp, allowing segmentation by landing page. This enables you to compare performance across different embed locations, such as blog posts, landing pages, or email footers, and optimize future quiz placements based on traffic source effectiveness.
Interactive
Lead Status / Quiz Completion Status
Mailchimp
Tag or Merge Field
1:1If Interact tracks whether a quiz was completed, abandoned, or the lead was qualified, this maps to a Tag (completed vs abandoned) and optionally a Merge Field with the specific status label. The tag drives automation triggers, such as sending a follow‑up email to completed leads or re‑engagement messages to those who abandoned the quiz.
Interactive
Multiple Quizzes (multiple quiz types per contact)
Mailchimp
Multiple Tags on One Member
many:1A single contact who took multiple quizzes receives one Tag per quiz type. Mailchimp supports unlimited tags per member, so N:N quiz-to-contact relationships from Interact collapse into tag assignments without data loss. This allows you to run cross‑quiz campaigns, such as promoting a second quiz to users who completed a related one, leveraging the combined tag profile for precise targeting.
Interactive
Quiz Branding / Theme Settings
Mailchimp
No Equivalent
1:1Interact quiz branding, color themes, logo placement, and layout configurations are Interact-native design settings. Mailchimp has its own branding tools for email templates. These do not migrate and must be re-implemented in Mailchimp's campaign designer. Plan to allocate design time in Mailchimp's template builder to recreate visual identity and ensure consistent brand presentation across all email communications.
| Interactive | Mailchimp | Compatibility | |
|---|---|---|---|
| Quiz Taker / Contact | Audience Member (Contact)1:1 | Fully supported | |
| Quiz Type / Quiz Name | Tag1:1 | Fully supported | |
| Quiz Result Score (numeric) | Merge Field (MC_RESULT_SCORE)1:1 | Fully supported | |
| Custom Field (text, number, date, choice) | Merge Field or Tag Value1:1 | Fully supported | |
| Quiz Submission Timestamp | Merge Field (MC_SUBMITTED_AT)1:1 | Fully supported | |
| UTM Source / UTM Medium / UTM Campaign | Merge Fields (MC_UTM_SOURCE, MC_UTM_MEDIUM, MC_UTM_CAMPAIGN)1:1 | Fully supported | |
| Referral URL or Source Page | Merge Field (MC_SOURCE_URL)1:1 | Fully supported | |
| Lead Status / Quiz Completion Status | Tag or Merge Field1:1 | Fully supported | |
| Multiple Quizzes (multiple quiz types per contact) | Multiple Tags on One Membermany:1 | Fully supported | |
| Quiz Branding / Theme Settings | No Equivalent1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Interactive gotchas
Clause library is proprietary and not portable
Spouse-per-matter pattern requires careful re-linking
HotDocs answer files are useless without templates
API and integration surface is sparse
Elder Counsel merger reshaped pricing and module structure
Mailchimp gotchas
Contact count includes unsubscribed and non-subscribed records
Automation workflows cannot be exported
Account suspensions trigger silently during migration
Template HTML is Mailchimp-specific and may not render in other platforms
E-commerce data requires active store connection
Pair-specific challenges
Migration approach
Extract Interact contacts via API with quiz metadata
FlitStack connects to the Interact API using your account credentials and pulls all quiz taker records. For each contact, we capture the email address, name, phone, all quiz-type labels, result scores, completion status, UTM parameters, submission timestamp, and all custom field values. The extraction runs in read-only mode — your Interact account is not modified during this phase. We generate a pre-migration contact audit showing total record count, field inventory, and a list of any malformed or duplicate email addresses that need cleanup before import.
Design Mailchimp Merge Field schema and tag plan
Based on the Interact field inventory from Step 1, we design the Mailchimp Merge Field schema — deciding which fields become number-type, date-type, or text-type Merge Fields and abbreviating field names to fit Mailchimp's 30-character limit. We also design the tag-naming convention for quiz types and completion statuses. If you have multiple Interact quizzes, we create a tag-assignment matrix. If your contact count exceeds Mailchimp's free-plan limit, we flag the upgrade requirement before proceeding. You receive a Merge Field setup plan document that your Mailchimp admin can pre-create before the migration run.
Run sample import with field-level validation
A representative slice of contacts — typically 100–500 records spanning each quiz type and a range of custom field values — imports into Mailchimp first. We validate that Merge Fields populate correctly, tags assign to the right members, UTM parameters carry over, and submission timestamps reflect the original Interact date rather than the import date. A field-level diff report is generated for your review. You approve the sample output before the full migration commits. Any Merge Field type errors or tag-naming issues surface here, not in production.
Execute full migration with delta pickup and audit log
The full contact set imports via Mailchimp's Members API in batch operations, with tag assignments and Merge Field values applied per record. A delta-pickup window (typically 24–48 hours) captures any new quiz submissions that arrive in Interact during the cutover window. Every operation — import, tag assignment, Merge Field write, deduplication — is logged in the migration audit log. One-click rollback is available if reconciliation finds discrepancies between the Interact record count and Mailchimp member count.
Platform deep dives
Interactive
Source
Strengths
Weaknesses
Mailchimp
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between Interactive and Mailchimp.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Interactive and Mailchimp.
Object compatibility
All 8 core objects map 1:1 between Interactive and Mailchimp.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Interactive: Not publicly documented.
Data volume sensitivity
Interactive doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Interactive to Mailchimp migration scoping. Not seeing yours? Book a call.
Walk through your Interactive to Mailchimp migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
Other ways to leave Interactive
Other ways to arrive at Mailchimp
Ready when you are
Tell us record counts and timeline. We'll come back with a written quote inside 1 business day — no commitment, no sales pitch.