Migrate from LockedOn to Mailchimp

LockedOn Contact maps directly to Mailchimp Member within an Audience. Email address is the unique identifier — all other fields map as merge fields or custom fields. Contacts without email addresses are flagged for manual review before import. Each contact's original createdate is preserved as a custom datetime field for historical continuity, and owner email becomes an AGENT_EMAIL custom field for attribution.

LockedOn Company names populate the COMPANY merge field on the Mailchimp Member record. Since Mailchimp lacks a native Company object, all company-level data denormalizes onto the contact record. For contacts with multiple company associations, secondary companies are tracked using tag-based naming conventions like 'Company:AcmeCorp' to preserve the full relationship context within Mailchimp's segmentation capabilities.

LockedOn Listings have no Mailchimp equivalent — property status, price, address, and listing type become custom fields on the Member record. Active listing status is also applied as a tag so segments can filter by property interest without relying on custom field queries. Multiple listings per contact generate multiple tags for comprehensive property interest tracking.

OFI attendance data — including inspection date, property address, and attendee status — migrates as custom fields on the Member record. Tags encode the full inspection history in a segmentable format, using conventions like 'OFI-Attended-2024-03-15' or 'OFI-NoShow-2024-04-20' so Mailchimp's filtering tools can query attendance patterns across any date range.

LockedOn Vendor records representing landlords, sellers, contractors, and other service providers are converted to tags on Member records. Vendor-specific metadata such as commission status, property count, and service category migrate as custom fields on the contact. Multiple vendor roles per contact are supported through tag stacking, allowing each role to be tracked and segmented independently.

LockedOn deal stages including Listed, Under Offer, Sold, and Leased map to tags on the Member record, enabling Mailchimp segments to filter contacts by pipeline position. The deal amount and expected close date also migrate as custom fields for revenue-tracking and follow-up cadence segments. Active deals generate stage-specific tags updated as status changes.

LockedOn activity history covering calls, emails, meetings, and notes cannot directly populate Mailchimp's activity timeline due to platform differences. The most recent activity date and type are stored as custom fields on the Member, and a consolidated activity-summary tag preserves context for agents reviewing high-value contacts in Mailchimp without requiring access to the original LockedOn record.

LockedOn Triggers including post-enquiry follow-up tasks, anniversary reminders, and OFI completion workflows have no direct Mailchimp equivalent. These automation rules must be rebuilt as Mailchimp Customer Journeys after migration. FlitStack exports complete trigger definitions — firing conditions, associated actions, and timing rules — as a structured rebuild-reference document for your Mailchimp admin to use during Journey reconstruction.

LockedOn bulk email templates use CRM-context merge fields and design formats that do not export in Mailchimp-compatible HTML or template formats. Each template must be rebuilt in Mailchimp's campaign template builder. FlitStack documents every template's field names, content structure, conditional logic, and layout hierarchy as a systematic reference guide to support the reconstruction effort.

LockedOn custom contact properties migrate to Mailchimp custom fields with data type preservation where feasible — text fields to text custom fields, dates to date fields, and pick-lists to option-based custom fields. Pick-list fields with many values may need conversion to tags for improved segment-filtering performance. All value mappings are documented during the schema audit phase before migration execution.