MailChimp to Adaptive AI (Migration Guide)

This comprehensive guide outlines the process for migrating from Mailchimp to Adaptive AI, focusing on transferring email campaigns, contact lists, forms, and automation workflows. The objective is to ensure a smooth transition, leveraging Adaptive AI’s comprehensive CRM and marketing automation capabilities.

Preparation for Migration

Step 1: Review Current Mailchimp Setup

• List all audiences, email campaigns, automation workflows, and forms that need to be migrated.
• Take screenshots or notes of the design, content, and settings of each email and form to replicate them in Adaptive AI.
• Assess the number of contacts and campaigns to be migrated.

Step 2: Define Migration Objectives

• Focus on migrating the most critical features first to minimize disruptions.

Step 3: Prepare Backup

• Export all relevant data, including contact lists, email campaigns, and automation workflows.
• Ensure all exported data is securely backed up before starting the migration process.

Migrate Contacts, Campaigns and Automations

Step 1: Export Data from Mailchimp

• Navigate to in Mailchimp. Export your audience data by selecting the relevant contacts and downloading them as CSV files.
• Access and export any reusable content or HTML templates.
• Document the settings of existing automation workflows, including triggers, actions, and segments.

Step 2: Import Contacts into Adaptive AI

• In Adaptive AI, navigate to and upload the CSV file(s) exported from Mailchimp.Map any custom fields to ensure that all data is correctly imported.

Migrate Forms and Landing Pages

Step 1: Recreate Forms in Adaptive AI

• Use Adaptive AI’s to recreate the forms from Mailchimp. Ensure that fields, validation rules, and submission actions match those used in Mailchimp.
• Embed the recreated forms on your website or landing pages using the provided embed code.

Step 2: Recreate Landing Pages in Adaptive AI

• Navigate to in Adaptive AI to recreate the landing pages you had in Mailchimp. Use Adaptive AI’s templates or start from scratch to ensure the design matches your original pages.
• Connect a custom domain if needed, and publish the landing pages to make them live.

Email Campaign and Automation Migration

Step 3: Recreate Email Campaigns in Adaptive AI

• In Adaptive AI, navigate to to select a suitable template or start from scratch.
• Copy the text, images, and links from your Mailchimp emails into the Adaptive AI email builder. Ensure that the layout and design elements match the original Mailchimp campaigns.
• Use Adaptive AI’s built-in unsubscribe merge tags to comply with email regulations.

Step 4: Recreate Automations in Adaptive AI

• Navigate to in Adaptive AI to recreate your Mailchimp automations. Set up triggers, actions, and conditions to match the original Mailchimp workflows.
• Leverage Adaptive AI’s workflow recipes if they match any of your existing Mailchimp automations to save time.

Setup Integrations

Step 1: Reconnect Integrations in Adaptive AI

• Navigate to in Adaptive AI and reconnect any necessary third-party services (e.g., Zapier, social media platforms).
• If you were using e-commerce features in Mailchimp, set up payment gateways in Adaptive AI under.

Step 2: Set Up Analytics

• Use Adaptive AI’s built-in analytics to monitor the performance of your email campaigns and landing pages.
• Re-implement any tracking codes (e.g., Google Analytics) that were used in Mailchimp by navigating to.

Final Checks and Team Training

Step 1: Perform Final Data Validation

• Verify that all contacts, email campaigns, and automation workflows have been successfully migrated and are functioning correctly in Adaptive AI.
• Ensure that emails are being sent correctly, including all personalization tags and unsubscribe links.

Step 2: Train Team Members

• Provide training to your team on how to use Adaptive AI’s email builder, workflows, and CRM features.
• Encourage your team to use Adaptive AI’s support and documentation for ongoing learning and troubleshooting.

Step 3: Monitor and Optimize

• Regularly check the performance of your campaigns and workflows in Adaptive AI, making any necessary adjustments.
• Stay updated with Adaptive AI’s new features and updates to continually improve your setup.

Decommissioning Mailchimp

Step 1: Transition Period

• Consider running both Mailchimp and Adaptive AI in parallel for a short period to ensure a smooth transition.
• Gradually phase out Mailchimp as you gain confidence in Adaptive AI’s capabilities.

Step 2: Cancel Mailchimp Subscription

• Ensure that all necessary data has been securely backed up before canceling your Mailchimp subscription.
• Follow Mailchimp’s process to cancel your subscription and terminate any associated services.

Step 3: Post-Migration Review

• Evaluate the success of the migration, documenting any challenges and solutions.
• Keep an eye on your Adaptive AI setup post-migration to catch and resolve any issues promptly.