Migrate from VaultRE to Mailchimp

VaultRE contacts with a valid email address become Mailchimp subscribers. Email address is the primary key on both sides — it is the field that links VaultRE's record to Mailchimp's subscriber identity. Contacts without an email address are excluded from the migration.

VaultRE contact types (buyer, seller, tenant, landlord) are role-based labels that can appear simultaneously on a single contact record. In Mailchimp these map to tags (e.g., tag 'Buyer') plus segment filter rules that reference the CONTACT_TYPE__c merge field, enabling campaigns to filter subscribers by their VaultRE role. This approach preserves the multi-role capability that VaultRE supports natively.

The Seller role from VaultRE maps to a Mailchimp tag named 'Seller' and a segment filter rule targeting contacts where the CONTACT_TYPE__c merge field contains 'Seller'. This maintains the role segmentation your agency used in VaultRE for property campaign targeting, allowing you to send listing updates and market reports specifically to past sellers.

The Tenant role from VaultRE maps to a Mailchimp tag named 'Tenant' and a corresponding segment filter rule. Agencies running rental campaigns can use this tag to enroll past or prospective tenants in dedicated email sequences through Mailchimp Customer Journeys. The segment filter ensures only Tenant-tagged subscribers receive rental market updates and vacancy alerts.

The Landlord role maps to a Mailchimp tag named 'Landlord' and a segment filter rule for contacts where CONTACT_TYPE__c contains 'Landlord'. Landlord-tagged subscribers can be enrolled in property management email sequences, routine inspection reminders, or market-update campaigns without manual sorting, preserving the landlord segment your agency cultivated in VaultRE.

VaultRE custom database fields (date, checkbox, text, drop-down) at the contact level become Mailchimp merge fields. Date fields create DATE merge fields; checkbox creates a TEXT merge field with Yes/No values; drop-down selections create TEXT merge fields preserving the option labels. Mailchimp's audience field management requires pre-creation of merge fields before import.

Email address is the unique identifier that joins VaultRE contacts to Mailchimp subscribers. All other fields map relative to this key. If duplicate emails exist across VaultRE contacts, Mailchimp's subscriber deduplication rule (by email) applies — the most recently updated VaultRE record wins.

VaultRE firstname and lastname fields map directly to Mailchimp's built-in FNAME and LNAME merge fields, which are standard on every Mailchimp audience. These fields are used in email personalisation tokens like *|FNAME|* and appear in subscriber profiles. The mapping preserves the name data your agency collected in VaultRE for personalised email communication.

VaultRE phone number migrates to Mailchimp's PHONE merge field. If your Mailchimp audience does not have PHONE enabled, we add it before the import run. Phone data stored in Mailchimp supports SMS opt-in segmentation if you enable Mailchimp SMS features, allowing future SMS marketing to migrated contacts.

VaultRE's many-to-many contact-to-property associations have no native Mailchimp equivalent since Mailchimp lacks a property object. We preserve the most recently associated property ID as a custom merge field (e.g., LAST_PROPERTY_ID__c) for reference and reconciliation purposes — it does not trigger Mailchimp automations or drive segmentation logic.

VaultRE owner_id (the agent responsible for the contact) maps to a Mailchimp tag naming the agent (e.g., tag 'Agent: Jane Smith'). This preserves the sphere-of-influence mapping so agencies know which agent's contact list each subscriber belonged to in VaultRE, supporting agent performance reporting and territory management in Mailchimp.

VaultRE source_of_enquiry field (how the contact was originally acquired) migrates as both a tag (e.g., tag 'Source: Website') and a custom merge field SOURCE__c. The tag enables quick audience filtering, while the merge field supports Mailchimp campaign analysis by acquisition channel, allowing your team to measure which enquiry sources generate the most engaged subscribers.