Migrate from Real Estate 7 to Mailchimp

Each Real Estate 7 contact becomes a Mailchimp subscriber in the target audience. Email address is the unique identifier. First name, last name, phone, and address map to standard Mailchimp merge fields (FNAME, LNAME, PHONE, ADDRESS). Original contact create date preserved as a custom merge field.

Real Estate 7 lead scores and status labels (hot, warm, cold) map to a custom Mailchimp merge field (Lead_Status__c) using pick-list value mapping. Additionally, a Mailchimp segment is created per status value so campaigns can target warm leads or past clients directly.

Mailchimp has no deal object, so Real Estate 7 deal data is flattened into three merge fields: Deal_Stage__c (pipeline stage pick-list), Deal_Amount__c (numeric), and Close_Date__c (date). Active deals are mapped; closed-won and closed-lost are also preserved as tagged states for re-engagement campaigns.

Real Estate 7 property associations on contacts (which listings a lead has expressed interest in) become Mailchimp tags matching property address or MLS number, plus merge fields for listing status (Active, Pending, Sold) and price range. This enables listing-alert segmentations in Mailchimp without a native property object.

Real Estate 7 company records map to merge fields on the contact — Company_Name__c and Company_Domain__c — since Mailchimp has no company object. For contacts with multiple associated companies, the primary (most recently modified) is used and others are appended as a text merge field.

Real Estate 7 owner/agent assignments become custom merge fields (Assigned_Agent__c for the agent name, Agent_Email__c for their email). Mailchimp has no record-owner concept; these fields allow segmentation by agent or routing of agent-specific campaigns. You can still target contacts by the agent assigned in Real Estate 7, though the assignment is stored as data on the contact record. This enables agent-specific email routing and reporting while maintaining the association.

Real Estate 7 lifecycle stages (new lead, touring, under contract, past client) map to a custom pick-list merge field Lifecycle_Stage__c. A corresponding Mailchimp segment is built for each stage so drip sequences can be re-created in Customer Journeys targeting specific lifecycle states.

Real Estate 7 activity history (calls, emails, meetings, showings) has no direct Mailchimp equivalent — Mailchimp only tracks campaign engagement. We preserve a summary of recent activity types and dates as a text merge field (Last_Activity_Summary__c) and tag records by the most recent activity type. Full history is exported as a CSV for reference.

Real Estate 7 contact tags (e.g., 'investor', 'first-time buyer', 'commercial') migrate 1:1 as Mailchimp tags on each subscriber. Tag naming is normalized to remove special characters that Mailchimp's API restricts. Tags drive segmentation the same way in both platforms. We consolidate duplicate tags and ensure your tag taxonomy is clean and ready for segmentation.

Contacts unsubscribed or marked as do-not-contact in Real Estate 7 are imported into Mailchimp's suppression list before the active migration runs. This prevents accidental re-subscription and protects deliverability by ensuring Mailchimp's list stays clean. Suppressed contacts are excluded from the migration count and are not written as active subscribers, maintaining your sender reputation and inbox placement rates in Mailchimp.