# MailChimp to GHL Customer Care (Migration Guide) > This comprehensive guide outlines the process for migrating from Mailchimp to GHL Customer Care, focusing on transferring email campaigns, contact lists… - Source: https://docs.ghlcustomercare.com/docs/customer-support/software-migration-guides/mailchimp-to-ghl-customer-care-migration-guide - Section: Customer Support / Software Migration Guides - Reading time: 4 min - Images: 6, each explained below - Modified on Fri, 7 Mar, 2025 at 11:29 AM --- This comprehensive guide outlines the process for migrating from Mailchimp to GHL Customer Care, focusing on transferring email campaigns, contact lists, forms, and automation workflows. The objective is to ensure a smooth transition, leveraging GHL Customer Care’s comprehensive CRM and marketing automation capabilities. --- **TABLE OF CONTENTS** - [Preparation for Migration](#preparation-for-migration) - [Migrate Contacts, Campaigns and Automations](#migrate-contacts-campaigns-and-automations) - [Migrate Forms and Landing Pages](#migrate-forms-and-landing-pages) - [Email Campaign and Automation Migration](#email-campaign-and-automation-migration) - [Setup Integrations](#setup-integrations) - [Final Checks and Team Training](#final-checks-and-team-training) - [Decommissioning Mailchimp](#decommissioning-mailchimp) --- # **Preparation for Migration** ### **Step 1:** Review Current Mailchimp Setup - **Identify Key Assets:** List all audiences, email campaigns, automation workflows, and forms that need to be migrated. - **Document Design and Content:** Take screenshots or notes of the design, content, and settings of each email and form to replicate them in GHL Customer Care. - **Evaluate Data Volume:** Assess the number of contacts and campaigns to be migrated. ### **Step 2:** Define Migration Objectives - **Set Clear Goals:** Identify the reasons for migrating to GHL Customer Care, such as integrated CRM features, enhanced automation, or cost efficiency. - **Prioritize Critical Features:** Focus on migrating the most critical features first to minimize disruptions. ### **Step 3:** Prepare Backup - **Export Data from Mailchimp:** Export all relevant data, including contact lists, email campaigns, and automation workflows. - **Backup Data:** Ensure all exported data is securely backed up before starting the migration process. --- # **Migrate Contacts, Campaigns and Automations** ### **Step 1:** Export Data from Mailchimp - **Export Contacts:** Navigate to Audience > All contacts in Mailchimp. Export your audience data by selecting the relevant contacts and downloading them as CSV files. - **Export Email Campaigns:** Access Campaigns > All Campaigns and export any reusable content or HTML templates. - **Export Automations:** Document the settings of existing automation workflows, including triggers, actions, and segments. ### **Step 2:** Import Contacts into GHL Customer Care - **Import Contacts:** In GHL Customer Care, navigate to Contacts > Import Contacts and upload the CSV file(s) exported from Mailchimp.Map any custom fields to ensure that all data is correctly imported. ![Step 2: Import Contacts into GHL Customer Care (image 1 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033900333/original/hu1jNnFJroa4vCsIINjHyfZV9o8KLS80Yg.png) **Step 2: Import Contacts into GHL Customer Care (image 1 of 6)** This screenshot appears in the "Step 2: Import Contacts into GHL Customer Care" section of "MailChimp to GHL Customer Care (Migration Guide)". The text alongside this image reads: Import Contacts: In GHL Customer Care, navigate to Contacts > Import Contacts and upload the CSV file(s) exported from Mailchimp.Map any custom fields to ensure that all data is correctly imported. The navigation path used here is Contacts > Import Contacts. Immediately after, the guide continues: Rebuild Forms: Use GHL Customer Care’s Sites > Forms to recreate the forms from Mailchimp. Ensure that fields, validation rules, and submission actions match those used in Mailchimp. Embed Forms: Embed the recreated forms on your website or…. - Path: Contacts > Import Contacts - What this covers: Import Contacts: In GHL Customer Care, navigate to Contacts > Import Contacts and upload the CSV file(s) exported from Mailchimp.Map any custom fields to ensure that all data is correctly imported. - Next: Rebuild Forms: Use GHL Customer Care’s Sites > Forms to recreate the forms from Mailchimp. Ensure that fields, validation rules, and submission actions match those used in Mailchimp. Embed Forms: Embed the recreated forms on your website or landing pages using the provided embed code. --- # **Migrate Forms and Landing Pages** ### **Step 1:** Recreate Forms in GHL Customer Care - **Rebuild Forms:** Use GHL Customer Care’s Sites > Forms to recreate the forms from Mailchimp. Ensure that fields, validation rules, and submission actions match those used in Mailchimp. - **Embed Forms:** Embed the recreated forms on your website or landing pages using the provided embed code. ### **Step 2:** Recreate Landing Pages in GHL Customer Care - **Rebuild Landing Pages:** Navigate to Sites > Funnels in GHL Customer Care to recreate the landing pages you had in Mailchimp. Use GHL Customer Care’s templates or start from scratch to ensure the design matches your original pages. - **Publish Landing Pages:** Connect a custom domain if needed, and publish the landing pages to make them live. ![Step 2: Recreate Landing Pages in GHL Customer Care (image 2 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033900416/original/gm-aZHyJaH7nofGK4y5fG6jV1UVyj1w0cQ.png) **Step 2: Recreate Landing Pages in GHL Customer Care (image 2 of 6)** This screenshot appears in the "Step 2: Recreate Landing Pages in GHL Customer Care" section of "MailChimp to GHL Customer Care (Migration Guide)". The text alongside this image reads: Rebuild Landing Pages: Navigate to Sites > Funnels in GHL Customer Care to recreate the landing pages you had in Mailchimp. Use GHL Customer Care’s templates or start from scratch to ensure the design matches your original pages. Publish Landing Pages: Connect a custom domain if needed, and publish…. The navigation path used here is Sites > Funnels. Immediately after, the guide continues: Choose a Template: In GHL Customer Care, navigate to Marketing > Emails > Templates to select a suitable template or start from scratch. Recreate Content: Copy the text, images, and links from your Mailchimp emails into the GHL Customer Care…. - Path: Sites > Funnels - How to confirm: Rebuild Landing Pages: Navigate to Sites > Funnels in GHL Customer Care to recreate the landing pages you had in Mailchimp. Use GHL Customer Care’s templates or start from scratch to ensure the design matches your original pages. Publish Landing Pages: Connect a custom domain if needed, and publish the landing pages to make them live. - Next: Choose a Template: In GHL Customer Care, navigate to Marketing > Emails > Templates to select a suitable template or start from scratch. Recreate Content: Copy the text, images, and links from your Mailchimp emails into the GHL Customer Care email builder. Ensure that the layout and design elements match the original Mailchimp campaigns. Set Up Unsubscribe Links: Use GHL Customer Care’s built-in unsubscribe merge tags to comply with email regulations. Full procedure: 1. Rebuild Landing Pages: Navigate to Sites > Funnels in GHL Customer Care to recreate the landing pages you had in Mailchimp. Use GHL Customer Care’s templates or start from scratch to ensure the design matches your original pages. 2. Publish Landing 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 GHL Customer Care - **Choose a Template:** In GHL Customer Care, navigate to Marketing > Emails > Templates to select a suitable template or start from scratch. - **Recreate Content:** Copy the text, images, and links from your Mailchimp emails into the GHL Customer Care email builder. Ensure that the layout and design elements match the original Mailchimp campaigns. - **Set Up Unsubscribe Links:** Use GHL Customer Care’s built-in unsubscribe merge tags to comply with email regulations. ### **Step 4:** Recreate Automations in GHL Customer Care - **Rebuild Automation Workflows:** Navigate to Automations > Workflows in GHL Customer Care to recreate your Mailchimp automations. Set up triggers, actions, and conditions to match the original Mailchimp workflows. - **Use Pre-Built Recipes:** Leverage GHL Customer Care’s workflow recipes if they match any of your existing Mailchimp automations to save time. ![Step 4: Recreate Automations in GHL Customer Care (image 3 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033900357/original/CUGsNxOC_wZjF6-xdZjKd5Rv74RxnnbEvQ.png) **Step 4: Recreate Automations in GHL Customer Care (image 3 of 6)** This screenshot appears in the "Step 4: Recreate Automations in GHL Customer Care" section of "MailChimp to GHL Customer Care (Migration Guide)". The text alongside this image reads: Rebuild Automation Workflows: Navigate to Automations > Workflows in GHL Customer Care to recreate your Mailchimp automations. Set up triggers, actions, and conditions to match the original Mailchimp workflows. Use Pre-Built Recipes: Leverage GHL Customer Care’s workflow recipes if they match any of…. The navigation path used here is Automations > Workflows. Immediately after, the guide continues: Re-establish Email Integrations: Navigate to Settings > Integrations in GHL Customer Care and reconnect any necessary third-party services (e.g., Zapier, social media platforms). Set Up Payment Processing (if applicable): If you were using…. - Path: Automations > Workflows - How to confirm: Rebuild Automation Workflows: Navigate to Automations > Workflows in GHL Customer Care to recreate your Mailchimp automations. Set up triggers, actions, and conditions to match the original Mailchimp workflows. Use Pre-Built Recipes: Leverage GHL Customer Care’s workflow recipes if they match any of your existing Mailchimp automations to save time. - Next: Re-establish Email Integrations: Navigate to Settings > Integrations in GHL Customer Care and reconnect any necessary third-party services (e.g., Zapier, social media platforms). Set Up Payment Processing (if applicable): If you were using e-commerce features in Mailchimp, set up payment gateways in GHL Customer Care under Settings > Payments. Full procedure: 1. Rebuild Automation Workflows: Navigate to Automations > Workflows in GHL Customer Care to recreate your Mailchimp automations. Set up triggers, actions, and conditions to match the original Mailchimp workflows. 2. Use Pre-Built Recipes: Leverage GHL Customer Care’s workflow recipes if they match any of your existing Mailchimp automations to save time. --- # **Setup Integrations** ### **Step 1:** Reconnect Integrations in GHL Customer Care - **Re-establish Email Integrations:** Navigate to Settings > Integrations in GHL Customer Care and reconnect any necessary third-party services (e.g., Zapier, social media platforms). - **Set Up Payment Processing (if applicable):** If you were using e-commerce features in Mailchimp, set up payment gateways in GHL Customer Care under Settings > Payments. ### **Step 2:** Set Up Analytics - **Enable Tracking:** Use GHL Customer Care’s built-in analytics to monitor the performance of your email campaigns and landing pages. - **Implement Third-Party Analytics (if needed):** Re-implement any tracking codes (e.g., Google Analytics) that were used in Mailchimp by navigating to Settings > Tracking. ![Step 2: Set Up Analytics (image 4 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033900425/original/rdYcK6RFdDf2vzrdzx34wY2gK_ZGkrVtTQ.png) **Step 2: Set Up Analytics (image 4 of 6)** This screenshot appears in the "Step 2: Set Up Analytics" section of "MailChimp to GHL Customer Care (Migration Guide)". The text alongside this image reads: Enable Tracking: Use GHL Customer Care’s built-in analytics to monitor the performance of your email campaigns and landing pages. Implement Third-Party Analytics (if needed): Re-implement any tracking codes (e.g., Google Analytics) that were used in Mailchimp by navigating to Settings > Tracking. The navigation path used here is Settings > Tracking. Immediately after, the guide continues: Cross-Check Data: Verify that all contacts, email campaigns, and automation workflows have been successfully migrated and are functioning correctly in GHL Customer Care. Test Email Campaigns: Ensure that emails are being sent correctly…. - Path: Settings > Tracking - What this covers: Enable Tracking: Use GHL Customer Care’s built-in analytics to monitor the performance of your email campaigns and landing pages. Implement Third-Party Analytics (if needed): Re-implement any tracking codes (e.g., Google Analytics) that were used in Mailchimp by navigating to Settings > Tracking. - Next: Cross-Check Data: Verify that all contacts, email campaigns, and automation workflows have been successfully migrated and are functioning correctly in GHL Customer Care. Test Email Campaigns: Ensure that emails are being sent correctly, including all personalization tags and unsubscribe links. Full procedure: 1. Enable Tracking: Use GHL Customer Care’s built-in analytics to monitor the performance of your email campaigns and landing pages. 2. Implement Third-Party Analytics (if needed): Re-implement any tracking codes (e.g., Google Analytics) that were used in Mailchimp by navigating to Settings > Tracking. --- # **Final Checks and Team Training** ### **Step 1:** Perform Final Data Validation - **Cross-Check Data:** Verify that all contacts, email campaigns, and automation workflows have been successfully migrated and are functioning correctly in GHL Customer Care. - **Test Email Campaigns:** Ensure that emails are being sent correctly, including all personalization tags and unsubscribe links. ### **Step 2:** Train Team Members - **GHL Customer Care Training:** Provide training to your team on how to use GHL Customer Care’s email builder, workflows, and CRM features. - **Leverage Support Resources:** Encourage your team to use GHL Customer Care’s support and documentation for ongoing learning and troubleshooting. ### **Step 3:** Monitor and Optimize - **Monitor Performance:** Regularly check the performance of your campaigns and workflows in GHL Customer Care, making any necessary adjustments. - **Continuous Improvement:** Stay updated with GHL Customer Care’s new features and updates to continually improve your setup. ![Step 3: Monitor and Optimize (image 5 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033900447/original/58vtcQVqSghAGMP46HAiDasOqpHlD_lNkQ.png) **Step 3: Monitor and Optimize (image 5 of 6)** This screenshot appears in the "Step 3: Monitor and Optimize" section of "MailChimp to GHL Customer Care (Migration Guide)". The text alongside this image reads: Monitor Performance: Regularly check the performance of your campaigns and workflows in GHL Customer Care, making any necessary adjustments. Continuous Improvement: Stay updated with GHL Customer Care’s new features and updates to continually improve your setup. Immediately after, the guide continues: Run in Parallel: Consider running both Mailchimp and GHL Customer Care in parallel for a short period to ensure a smooth transition. Gradual Phase-Out: Gradually phase out Mailchimp as you gain confidence in GHL Customer Care’s capabilities. - What this covers: Monitor Performance: Regularly check the performance of your campaigns and workflows in GHL Customer Care, making any necessary adjustments. Continuous Improvement: Stay updated with GHL Customer Care’s new features and updates to continually improve your setup. - Next: Run in Parallel: Consider running both Mailchimp and GHL Customer Care in parallel for a short period to ensure a smooth transition. Gradual Phase-Out: Gradually phase out Mailchimp as you gain confidence in GHL Customer Care’s capabilities. Full procedure: 1. Monitor Performance: Regularly check the performance of your campaigns and workflows in GHL Customer Care, making any necessary adjustments. 2. Continuous Improvement: Stay updated with GHL Customer Care’s new features and updates to continually improve your setup. --- # **Decommissioning Mailchimp** ### **Step 1:** Transition Period - **Run in Parallel:** Consider running both Mailchimp and GHL Customer Care in parallel for a short period to ensure a smooth transition. - **Gradual Phase-Out:** Gradually phase out Mailchimp as you gain confidence in GHL Customer Care’s capabilities. ### **Step 2:** Cancel Mailchimp Subscription - **Final Data Backup:** Ensure that all necessary data has been securely backed up before canceling your Mailchimp subscription. - **Official Cancellation:** Follow Mailchimp’s process to cancel your subscription and terminate any associated services. ### **Step 3:** Post-Migration Review - **Review Success:** Evaluate the success of the migration, documenting any challenges and solutions. - **Ongoing Monitoring:** Keep an eye on your GHL Customer Care setup post-migration to catch and resolve any issues promptly. ![Step 3: Post-Migration Review (image 6 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033900450/original/xBfrQ9iPlGnEj0LCs375PQuTJFb1yLrdmg.png) **Step 3: Post-Migration Review (image 6 of 6)** This screenshot appears in the "Step 3: Post-Migration Review" section of "MailChimp to GHL Customer Care (Migration Guide)". The text alongside this image reads: Review Success: Evaluate the success of the migration, documenting any challenges and solutions. Ongoing Monitoring: Keep an eye on your GHL Customer Care setup post-migration to catch and resolve any issues promptly. - What this covers: Review Success: Evaluate the success of the migration, documenting any challenges and solutions. Ongoing Monitoring: Keep an eye on your GHL Customer Care setup post-migration to catch and resolve any issues promptly. Full procedure: 1. Review Success: Evaluate the success of the migration, documenting any challenges and solutions. 2. Ongoing Monitoring: Keep an eye on your GHL Customer Care setup post-migration to catch and resolve any issues promptly. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com