Migrate from Workiz to Mailchimp

Workiz client records map directly to Mailchimp contacts. Every client with a valid email address becomes a Mailchimp audience member. Clients without email are flagged as 'email missing' and held from migration — you must supply an email or exclude them.

Mailchimp stores one phone number natively. Workiz clients with two phone numbers: primary phone maps to Mailchimp PHONE merge field; secondary phone maps to a custom TEXT merge field (Phone2__c). SMS marketing in Mailchimp requires a paid SMS add-on and opt-in compliance.

Workiz company name maps to Mailchimp's built-in COMPANY merge field. This displays in email templates using the *|FMCOMPANY|* merge tag. Useful for B2B service businesses that invoice under a company name. The COMPANY field also populates in Mailchimp's contact export and reporting views, enabling you to filter campaign performance by business client for targeted analysis.

Workiz stores service address and billing address as separate address blocks. Mailchimp's ADDRESS merge field holds one address per contact. We map service_address as the primary ADDRESS merge field; billing_address is appended as a TEXT merge field (BillingAddress__c) if it differs from service address.

Workiz client tags (e.g., 'commercial', 'VIP', 'HVAC-referral') migrate as Mailchimp tags on the same contact. Tags drive segmentation in Mailchimp — your existing Workiz tag vocabulary becomes the foundation for Customer Journey audience filters. This means your existing tag taxonomy immediately enables targeted campaigns without requiring you to rebuild segmentation logic from scratch in Mailchimp.

Workiz job records do not have a direct Mailchimp equivalent. We extract the most recent job date, job count, last job type, and last job status as custom merge fields (LastJobDate__c, TotalJobs__c, LastJobType__c) and apply job-type tags (e.g., 'hvac-job', 'locksmith-job') to each contact. Full job history is summarized as a JSON blob in a TEXT merge field for reference.

Workiz leads and Workiz clients both become Mailchimp contacts. Leads are flagged with a 'LeadSource: Workiz' tag and a LeadSource__c merge field. Ad source attribution from Workiz (Angi, Thumbtack, etc.) is preserved as a separate merge field so you can segment by original lead source in Mailchimp campaigns.

Every Workiz custom field on clients (e.g., 'Preferred Tech', 'Contract Type', 'Key Access Code') requires a corresponding Mailchimp merge field created before migration. We generate a merge field schema from Workiz's custom field inventory and map data types: text → TEXT, number → NUMBER, date → DATE, pick-list → TEXT (value-mapped). You approve the schema before data loads.

Multi-location Workiz accounts (franchises, branches) use Workiz Locations. We map each location to a Mailchimp tag (e.g., 'Location: San Diego', 'Location: Austin') and optionally create Mailchimp segments per location for location-specific campaigns. This requires pre-configuration of tags or segments in your Mailchimp audience before migration.

Workiz automations (e.g., 'send SMS 1h before job', 'email invoice after payment') have no Mailchimp equivalent and do not migrate. We export a Workiz automation inventory with trigger conditions and action steps as a rebuild reference for your Mailchimp Customer Journeys setup. Post-migration, your team maps Workiz triggers to Mailchimp contact-behavior triggers (email open, tag added, date-based).