Migrate from PropertySimple to Mailchimp

PropertySimple contacts map directly to Mailchimp subscribers in your primary audience. Each contact's email address becomes the subscriber identifier. First name, last name, and phone migrate as merge fields. Owner and agent assignment fields store as custom merge fields since Mailchimp has no native owner model.

PropertySimple leads merge into the same Mailchimp audience as contacts. There is no separate lead object in Mailchimp — all prospects live in one subscriber list. Lead status or source tracking (inquiry form, open house, referral) stores as a merge field or tag so segmentation remains possible.

PropertySimple company records (brokerage or agency names associated with contacts) flatten into the contact record as an ORGANIZATION merge field. Mailchimp has no native company object — company context lives as a text field on each subscriber record. Primary company assignment maps directly; multi-company associations collapse to one value per contact.

PropertySimple deal records and listing interest signals map to Mailchimp tags (e.g., 'Buyer', 'Seller', 'Investor') and a property-interest merge field capturing the ZIP code or listing ID. Tags enable segment-based email sends while merge fields preserve the specific property context for personalization.

PropertySimple's owner/agent assignment field has no direct Mailchimp equivalent. We create an AGENT_NAME merge field on the audience so each subscriber record retains which agent owns the relationship. If your team uses Mailchimp's multi-user accounts, agent names can alternatively map to Mailchimp user names for permission-based campaign assignment.

PropertySimple's category labels (e.g., 'Hot Lead', 'Past Client', 'Sphere of Influence') map 1:1 to Mailchimp tags. Tags copy exactly so your existing audience segments based on contact type translate directly into Mailchimp segment filters. Tags are additive — a contact can carry multiple tags from PropertySimple.

PropertySimple's listing and property associations (ZIP code interest, listing ID, property type preference) require a custom merge field in Mailchimp since the platform has no native real estate listing object. We create PROPERTYZIP and LISTINGREF merge fields capturing the source data for use in email personalization tokens.

PropertySimple sequence and email activity (opens, clicks, sends) has no clean Mailchimp equivalent because the activity originates in PropertySimple's own sequence builder. We create a tag for each active sequence (e.g., 'PS-Nurture-Sequence-Active') as a reference indicator. The full activity log does not transfer; it must be reviewed from PropertySimple reports before the migration cutover date.

Any PropertySimple custom contact fields (mortgage status, move timeline, bedroom range preference) create as Mailchimp merge fields. Mailchimp supports text, number, date, address, phone, and URL merge field types. We match field type to Mailchimp's supported types — long text areas require a workaround since Mailchimp merge fields cap at 255 characters.

PropertySimple's social media ad performance data (impressions, clicks, ad spend per listing) lives in PropertySimple's native reporting and does not have a migration path to Mailchimp. If ad campaign context matters for your email personalization, you can export the ad performance CSV separately and manually append relevant signals as merge field values before import.

PropertySimple workflows (AI follow-up triggers, lead assignment rules, social post schedules) do not transfer to Mailchimp. They require manual rebuild in Mailchimp's Customer Journeys builder. We provide a workflow audit export listing each active PropertySimple sequence with its trigger conditions, step count, and message content so your team can reconstruct the logic in Mailchimp.

PropertySimple unsubscribes and suppressed contacts export as a suppression list that gets imported into Mailchimp before the main audience import. This prevents accidentally emailing people who opted out in PropertySimple. FlitStack handles this as a pre-import step so your Mailchimp sender reputation is protected from day one.