Migrate from OptiPub to monday CRM

OptiPub Subscriber records map to Monday.com CRM People. We map email address, engagement status (active, unsubscribed, bounced), lifecycle stage, and custom subscriber properties to People column types. The People email field serves as the dedupe key during import. Historical engagement flags (open rate, click rate) migrate as numeric columns or custom fields rather than native metrics since Monday.com CRM does not track email engagement scores at the contact level without a connected email tool.

OptiPub Segments (dynamic or static subscriber groupings) require translation because Monday.com CRM has no native segment object. For static segments with clear membership lists, we create a multi-select tag column on the People board and populate member tags. For dynamic segments with complex criteria, we document the criteria logic as a written segment definition for the customer to rebuild as a board filter or saved filter view in Monday.com. Segment-to-campaign associations migrate as board-level tag filters.

OptiPub Campaign records map to Monday.com Items on a Campaigns board, with subject line, send date, send volume, open rate, click rate, and A/B test variants stored as column values. We create a dedicated Campaigns board with column types matched to campaign metadata: date columns for scheduled and sent dates, numeric columns for send counts and engagement rates, and text columns for subject lines and variant content. A/B test variants from OptiPub become separate Items or subitems linked to the parent campaign Item.

OptiPub email templates (drag-and-drop or HTML) migrate as template assets. We export template HTML and metadata including usage history across campaigns. Monday.com's template capabilities are board and item structure templates rather than email content templates, so email template content migrates as a reference document or as Items in a Templates board for manual re-creation in a connected email tool like Mailchimp or HubSpot Marketing.

OptiPub Automation Rules with publisher-specific triggers (paid publication events, partner funnel steps, subscriber lifecycle triggers) do not migrate as functional automations because Monday.com's Recipe builder uses different trigger conditions and action types. We extract every active Automation Rule, document its trigger, conditions, actions, and expected outcomes, and deliver this as a written automation inventory. The customer's admin rebuilds the equivalent automations in Monday.com's no-code Recipe builder or a connected automation tool.

OptiPub Partner records (affiliate and partner management with domain monitoring and partner-level revenue attribution) require a destination decision. We create either a dedicated Partners board in Monday.com or add a partner tag to People records, depending on whether partners are treated as contacts, external accounts, or a distinct entity type. Partner-level revenue attribution fields migrate as numeric columns; domain monitoring data migrates as text or URL columns without active monitoring capability.

OptiPub engagement records (opens, clicks, unsubscribes, bounces) associated with Campaigns and Subscribers migrate as activity entries linked to the relevant People record in Monday.com CRM. We use the Monday.com API to create Activity entries tied to the People ID, with the engagement type, timestamp, and campaign reference preserved. Bounce and unsubscribe events map to Email & Activities status columns rather than separate activity types.

OptiPub custom subscriber properties and custom campaign fields migrate to Monday.com column types matched by data type: text properties become text columns, numeric properties become number columns, date properties become date columns, and multi-value properties become multi-select tag columns. We flag any OptiPub custom fields with data types that have no direct Monday.com column equivalent during scoping.