Migrate from Marketing Star to monday CRM

Marketing Star Contact records map to Monday.com CRM Items in a Contacts board. Every record must have at least an email address or mobile phone number; we validate this during the profiling phase and flag records missing both for customer decision (exclude, placeholder, or suppress). Standard contact fields (name, email, phone, address) map to corresponding custom fields in the Contacts board. Original contact creation date migrates as a custom date field to preserve the record timeline.

Marketing Star List membership is a primary segmentation model with per-list record caps per tier. We export each list as a distinct group or tag assignment on the Contact Items. When a contact belongs to multiple Marketing Star lists, we apply all corresponding tags in Monday.com CRM. List-level metadata (list name, member count, creation date) is preserved in a separate Lists reference board if the customer needs to audit the original audience structure.

Marketing Star Campaigns (email, SMS, QR code) map to a dedicated Campaigns board where each campaign becomes an Item, or to custom field values on Contact Items tracking last_campaign_id and campaign_status. Campaign send dates, open rates, click rates, and SMS delivery data migrate as custom numeric or text fields. We preserve campaign names and high-level metrics; the customer's admin rebuilds campaign logic in Monday.com Automations post-migration.

Marketing Star Forms capture leads and populate contact fields. Form structure and field-to-property mappings export as field definitions. We map form submissions to contact property updates in Monday.com CRM by creating corresponding custom fields on the Contacts board. Form submission timestamps migrate as custom date fields if the customer needs the original capture date preserved.

Marketing Star SMS contacts are distinguished by mobile phone number and carry opt-in status separate from email opt-in. We map mobile phone to a dedicated phone field on the Contact Item and preserve SMS opt-in status in a custom status field (subscribed_unsubscribed). Monday.com CRM does not have native SMS tracking, so the customer should configure an SMS integration (via Zapier, Make, or a native Monday.com integration) if SMS activity logging is required.

Marketing Star Landing Pages (Ultimate tier only) are not migratable as hosted pages. We export page URL redirect configurations and page titles to a written inventory document. The customer should configure redirects in their domain registrar or a landing page tool (Carrd, WordPress, Webflow) and link the documented redirects to the migrated contact records via custom fields. Monday.com CRM does not host landing pages natively.

Marketing Star QR codes tie to campaigns or forms and track physical-to-digital attribution. We export QR code metadata (code name, redirect URL, associated campaign) to a QR Codes reference board in Monday.com CRM. The customer recreates QR codes in a generation tool and links them to the documented campaign records via URL fields.

Marketing Star Automation Workflows are not migratable as code. We deliver a written inventory of every active workflow documenting its trigger, conditions, actions, and delay steps. The customer's admin rebuilds equivalent automations in Monday.com Automations (available on Standard CRM and above) or through an integration tool. Workflow logic that depends on Marketing Star-specific properties requires custom field recreation in Monday.com CRM before the automation can be built.