Migrate from Realvolve to Mailchimp

Realvolve's Person record — containing name, email, phone, address, and all contact properties — maps directly to a Mailchimp audience member. Email address is the unique key for deduplication. Realvolve's primary contact flag determines which contact record is used if multiple persons share the same email.

Realvolve's Company record name maps to Mailchimp's built-in COMPANY merge field on the audience member. If a Realvolve contact is associated with multiple companies, the primary company (most recently modified) is used for the merge field value, and secondary associations are preserved as custom text fields.

Realvolve standard contact fields — including first name, last name, phone number, job title, and address components — map to Mailchimp's built-in merge fields FNAME, LNAME, PHONE, JOBTITLE, and ADDRESS respectively. These standard fields are available on all Mailchimp plans without requiring any custom field creation overhead, making the migration straightforward for the basic contact profile.

Any Realvolve contact custom properties beyond the standard set require Mailchimp custom merge fields to be created in the destination audience before migration. FlitStack AI generates a merge field creation plan listing each Realvolve custom property name, data type, and recommended Mailchimp field type (text, number, date, or dropdown).

Realvolve Transaction records — containing property address, sale price, close date, status, and transaction type — have no Mailchimp equivalent. We translate each transaction as a set of custom merge fields on the associated contact record: TRANSACTION_ADDRESS, TRANSACTION_PRICE, TRANSACTION_DATE, TRANSACTION_STATUS. For contacts with multiple transactions, the most recent transaction drives the primary merge field values and prior transactions are appended as a JSON-encoded history field.

Realvolve Property records (listing address, price, status, MLS number) attach to contacts but have no Mailchimp object. Primary property data migrates as custom merge fields on the contact (PROPERTY_ADDRESS, PROPERTY_PRICE, PROPERTY_STATUS). The property status value (Active, Pending, Sold) becomes a Mailchimp tag for segment filtering by listing stage.

Realvolve Groups (Sphere of Influence, Past Client Follow-up, Lead Conversion, etc.) contain contacts with dynamic category membership. Each Realvolve Group becomes a corresponding Mailchimp tag on all group members. FlitStack also creates a Mailchimp segment definition file (JSON export) that recreates each group's dynamic filter logic using Mailchimp's segment criteria syntax so your team can activate segments post-migration.

Realvolve logs individual call, email, and meeting activities with timestamps, owners, and notes on each contact. Mailchimp tracks only aggregate engagement (opens, clicks, unsubscribes). FlitStack preserves a structured summary of the most recent 10 activities per contact as a custom text merge field (ENGAGEMENT_SUMMARY__c) containing activity type, date, and brief note text. Full activity history is exported as a CSV reference file for admin review.

Realvolve's premium Workflow Packages (Transaction Coordination Suite, Listing Management Suite, Premium Suite, etc.) are automation configurations with conditional branching and response-trigger mechanisms that do not exist in Mailchimp. FlitStack exports complete workflow definitions as a JSON + PDF reference document that your team uses to rebuild equivalent Customer Journey Builder paths in Mailchimp. Workflow state flags (completed steps, next-action dates) are exported as custom contact fields for informational reference only.

Realvolve's document storage (transaction files, contracts, disclosures) is tied to transaction records and has no Mailchimp equivalent. Files are not migrated to Mailchimp. FlitStack provides a file manifest CSV listing each document's Realvolve record association and storage URL so your team can relocate files to a document management system of their choice post-migration.

Realvolve owner assignments on contacts map to Mailchimp tags on the contact record. The Realvolve user's name and email are stored in a custom merge field (AGENT_NAME, AGENT_EMAIL) so you can identify which team member owns each contact in the Mailchimp audience without relying on Mailchimp's native multi-user model.

Realvolve contact tags (lead source, referral type, geographic area, transaction category, etc.) map directly to Mailchimp tags on the corresponding audience member. Tags are preserved as-is during migration since both platforms use a simple string-tag model without hierarchical structure, making the translation straightforward and lossless.