Migrate from OptiPub to Mailchimp

OptiPub Subscribers map directly to Mailchimp Contacts. Email address serves as the dedupe key. We preserve subscriber profile metadata including custom properties, subscription status, engagement timestamps (created_at, last_open, last_click where available), and any custom OptiPub fields as Mailchimp merge fields. OptiPub lifecycle status maps to Mailchimp Tags or a custom merge field for segmentation continuity.

OptiPub Segments use dynamic membership criteria and segment-to-campaign associations. We reconstruct these as Mailchimp Segments using equivalent condition logic (date-based, tag-based, merge field comparisons). Static OptiPub segments migrate as Mailchimp Tags applied to the relevant Contacts. Segment-to-campaign association history maps to Tag-based campaign targeting in Mailchimp. Dynamic segment rebuild requires manual configuration using Mailchimp's segment builder since dynamic segment criteria do not export as transferable rules.

OptiPub Campaign records (subject, body, scheduling, A/B test variants) map to Mailchimp Campaigns. Send history, open rates, and click rates export from OptiPub as static data points and are stored as custom merge fields on the subscriber records for historical reference. Mailchimp recalculates engagement metrics after migration for new sends. Campaign content (HTML bodies, template references) migrates as template assets.

OptiPub templates (drag-and-drop and HTML) migrate to Mailchimp Templates. We preserve template metadata including usage history across campaigns. HTML templates transfer as coded templates in Mailchimp's template editor. Drag-and-drop OptiPub templates may require rebuild as Mailchimp's builder uses a different component structure.

OptiPub Automation Rules use publisher-specific triggers (paid publication events, partner funnel steps) that do not have Mailchimp equivalents. We map the automation rule structure and document each rule's trigger, conditions, and actions for your admin to rebuild in Mailchimp Customer Journeys. Publisher-specific triggers (paid publication events, partner attribution) cannot be replicated without custom webhook integrations at the destination.

Campaigns embedding Wistia or YouTube videos store integration credentials and playback statistics in OptiPub. We export video play statistics as static data points attached to the relevant campaign or subscriber records. Video playback within emails at the destination requires re-linking video hosting accounts in Mailchimp and updating embed codes. Mailchimp supports embedded video via image blocks linking to hosted video pages.

OptiPub's Partner object tracks affiliate and partner management records with domain monitoring and partner-level revenue attribution. Mailchimp has no native partner management object. We migrate partner-level metadata as custom merge fields on the relevant subscriber or campaign records, and we document the partner attribution fields requiring manual mapping to a partner management tool if ongoing tracking is needed. Everflow, ThriveCart, and SamCart partner integrations require reconfiguration post-migration.

Historical engagement events (opens, clicks, unsubscribes, bounces) export from OptiPub and are stored as merge field data on the migrated subscriber records. Mailchimp's engagement tracking begins fresh after migration; historical open and click timestamps are preserved as static reference data rather than live tracking metrics. Engagement history older than 90 days may be summarized rather than fully detailed depending on OptiPub's data retention.