Migrate from Sales Journey to Mailchimp

Sales Journey Contacts migrate to Mailchimp Audience members. The primary matching key is email address. Standard fields (first name, last name, email, phone) map to Mailchimp FNAME, LNAME, EMAIL, and PHONE merge fields. Any Sales Journey contact with a missing or malformed email is flagged in the reconciliation report and held for customer review before import.

Sales Journey Company records do not have a direct Mailchimp equivalent. We extract company name, industry, size, and address fields from Sales Journey and map them to custom Merge Fields on the Audience (COMPANY, INDUSTRY, COMPANY_SIZE). Multiple Sales Journey contacts associated with the same company will carry matching merge field values; we do not deduplicate contacts by company because Mailchimp operates at the individual subscriber level.

Sales Journey Deals have no Mailchimp equivalent. Mailchimp is an email marketing platform without deal management, pipeline stages, or opportunity tracking. We flag the existence of Deals in the scoping report and note that deal values, stages, probabilities, and owners do not transfer. The customer documents any deal context they wish to preserve (e.g., customer vs. prospect status) for manual tagging in Mailchimp.

Sales Journey Leads migrate to Mailchimp Audience members with a LEAD tag applied. Any lead status or lead score fields from Sales Journey are preserved as Merge Fields (LEAD_STATUS, LEAD_SCORE). We do not create a separate Lead object in Mailchimp because Mailchimp has a unified contact model. The customer decides whether leads and customers should live in the same Audience or separate Audiences during scoping.

Sales Journey tags export as flat lists per contact and map directly to Mailchimp Tags. Tag taxonomy is preserved as-is; Mailchimp applies tags as single-level labels without hierarchy. If the Sales Journey taxonomy includes nested tag groups, we flatten them to a flat tag list and note the original grouping in the scoping document for the customer's admin to restructure in Mailchimp if needed.

Sales Journey activity records (calls, emails, meetings, tasks) have no Mailchimp equivalent. Mailchimp tracks email campaign engagement (opens, clicks, bounces, unsubscribes) but does not maintain a sales activity timeline. We do not migrate activity history. The scoping report notes the volume of activity records that will not transfer so the customer can assess impact.

Sales Journey custom fields on Contacts map to Mailchimp Merge Fields of the appropriate type (text, number, date, dropdown). Mailchimp supports up to 40 merge fields per Audience. If the customer has more than 40 custom fields, we prioritize the fields actively used in segmentation or reporting and flag the remainder for manual entry or a secondary tagging strategy.

Sales Journey owner assignment does not map to Mailchimp. Mailchimp does not have a user-assignment model for contacts. Owner information is dropped during migration. If the customer needs to track rep-level attribution for marketing purposes, we recommend creating a rep tag or merge field and populating it manually post-migration based on Sales Journey records.