Migrate from Mailchimp to monday CRM

Mailchimp Audiences map to Monday.com Workspaces with a primary People board and optionally a Deals board per Audience context. Each Audience's settings (opt-in workflow, campaign defaults, GDPR compliance fields) are noted during export for manual configuration in Monday.com Workspace settings. If the customer uses multiple Audiences to segment by brand or region, we map each to a separate Workspace or use Board groups within a single Workspace, decided during scoping.

Mailchimp Contacts migrate as People items in Monday.com CRM. The email address becomes the People item's primary identifier and email column. First name and last name populate the Name column. Phone, address, and custom merge field values map to custom columns. We explicitly preserve subscriber_status (subscribed, unsubscribed, non-subscribed, cleaned) in a custom Status column so the customer can filter out suppressed records at import time and prevent them from re-entering the CRM.

Mailchimp's subscribed, unsubscribed, non-subscribed, and cleaned status flags migrate to a Monday.com custom Status column on the People board. GDPR consent_timestamp and consent_source fields migrate as custom Date and Text columns. We flag all cleaned addresses and suppressed records in a separate suppressed_contacts import file so the customer can review before bulk-loading.

Mailchimp Tags migrate as Monday.com Labels on the People item. Tags are flat key-value labels with no hierarchy in Mailchimp, which maps cleanly to Monday.com's Labels column type. We preserve all tag names and their per-contact associations. Tags used for segmentation logic are noted in the automation inventory so the customer can recreate equivalent filters in Monday.com's Board filters.

Mailchimp Groups (a contact's membership in a named category) migrate to Monday.com custom Dropdown or Labels columns. Groups require their parent Category to exist first, so we export both Group Category and Group name and combine them as a compound label string (e.g., 'Region: Northeast') at migration time.

Mailchimp Segments are dynamic filter sets with Mailchimp-specific syntax (field, operator, value combinations) that do not export as portable rules. We export the segment name, criteria count, and filter logic as structured text for each segment. During Monday.com setup, the customer recreates each segment as a saved Board View with equivalent filter conditions on the People board columns.

Mailchimp campaign metadata (campaign name, subject line, send date, recipient count, open rate, click rate) migrates as structured Notes attached to each People item that was a campaign recipient. We export campaign content as HTML files. Monday.com does not render Mailchimp-specific block syntax, so HTML content is provided as files for manual reference rather than a rendered email record.

Mailchimp custom merge fields (FNAME, PHONE, COMPANY, and any user-created fields) migrate to Monday.com custom columns typed by content: Text, Number, Date, Phone, URL. We preserve merge field values per contact. Field order and display labels are noted in the mapping document for the customer to assign display names during Monday.com column setup.

Mailchimp Automations (Welcome emails, abandoned cart, birthday, post-purchase) store trigger logic in a proprietary format with no export mechanism. We export an inventory of every active automation including trigger type, step count, enrollment size, and send volume. The customer uses this inventory to rebuild each automation in Monday.com's Automation Center using trigger-action recipes. Automations are a known gap in this migration scope.

Mailchimp email templates export as raw HTML files. Monday.com does not have an email template rendering engine. Complex Mailchimp-specific content blocks do not render natively in other platforms. We provide the HTML files as a reference asset; the customer rebuilds visually complex templates in the destination email tool's own builder (Mailchimp, Klaviyo, or ActiveCampaign if used alongside Monday.com CRM).