Migrate from Promio to Mailchimp

Promio lead records map to Mailchimp Audience Members. The Promio lead's email address becomes the subscriber hash for Mailchimp identification. Source attribution data (campaign name, utm parameters, lead capture form) migrates as merge fields in Mailchimp (FNAME, LNAME, EMAIL, PHONE, and any custom source merge tags). Promio leads without a valid email address are flagged as error records and excluded from the Mailchimp import because Mailchimp requires a valid email for every member. We validate and TRIM email addresses before import to prevent Mailchimp's syntax-error rejection.

Promio customer records map to the same Mailchimp Audience Members object as leads, using email as the dedupe key. The customer lifecycle stage from Promio (New, Active, At-Risk, Lapsed, Lost) migrates as a Mailchimp merge field named LIFECYCLE_STAGE. Historical purchase data and attribution source from Promio migrate as additional merge fields. We use the UPDATE method on the Mailchimp Members API so that existing subscribers are updated rather than duplicated when a Promio record was both a lead and a customer.

Promio campaign names and associated channel data (Google, Bing, Display) map to Mailchimp Tags applied to member records. We tag every Audience Member who was attributed to a Promio campaign with the campaign name, allowing Mailchimp segments to recreate Promio's campaign attribution view. Promio's campaign budget and performance metrics (impressions, spend, conversions) are recorded in the migration artifact as a campaign reference table, but these do not map to native Mailchimp fields because Mailchimp does not store ad spend data. The customer rebuilds reporting against these metrics in Google Ads or a BI tool post-migration.

Promio custom fields on leads and customers map to Mailchimp merge fields. Text merge fields in Mailchimp are limited to 255 characters, which means long-text Promio properties exceeding this limit must be truncated or split into multiple merge fields. Address properties from Promio must be mapped to Mailchimp's structured address field (ADDR, CITY, STATE, ZIP, COUNTRY) following Mailchimp's address field rules; all five sub-fields must be present or the entire record fails to sync via the API. We configure merge fields in Mailchimp before import and note any field type incompatibilities in the scoping report.

Promio reputation monitoring data (aggregated ratings, review site URLs, reputation scores from third-party aggregators) migrates as Mailchimp merge fields (REP_SCORE, REVIEW_SITE_1, REVIEW_SITE_2) or as tagged values on the member record. We apply this mapping during scoping based on the customer's preference for a structured field versus a tag-based segmentation approach. Review URLs are stored as plain text merge field values and are not hyperlinked in Mailchimp without a custom integration.

Promio call recordings and metadata links live on Promio's infrastructure and are not included in standard CSV exports. We flag this as a pre-flight checklist item and instruct the customer to download all required recordings directly from Promio before the migration cutover date. Mailchimp has no native call recording capability, so the customer must evaluate an external call tracking and recording platform (CallRail, Dialpad, or similar) if this functionality is required post-migration. We do not migrate call recordings; we cannot restore them post-cutover.

Promio landing pages are served from promio.com subdomains and are not exportable as portable HTML assets or redirect-configurable files. All landing page URLs and associated form fields must be rebuilt in Mailchimp's built-in landing page builder or on the customer's own website. We inventory all active Promio landing pages during scoping and deliver a page-by-page rebuild requirements list as a migration artifact. The customer must update any Promio-hosted landing page URLs in Google Ads, Bing Ads, or any external links pointing to promio.com pages after migration.

Promio's Google Ads and Bing Ads credentials are linked through its managed-service credential layer and do not transfer when the customer exits Promio. The customer must independently re-grant access to their ad accounts outside of Promio's platform. We document the current campaign structure, budget allocations, audience targets, and performance history from Promio's export files so the customer can recreate ad campaigns directly in Google Ads and Bing after migration. This work is outside the email-CRM migration scope and is the customer's responsibility to re-onboard with ad platforms directly.