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This guide walks you through moving your email marketing from Mailchimp to HoopAI — contacts, templates, and automations.

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What transfers

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Migration steps

1

Export contacts from Mailchimp

In Mailchimp, go to Audience → All Contacts → Export Audience. Download the CSV file. This includes email, name, tags, and custom fields.
2

Clean your export

Open the CSV and:
  • Remove unsubscribed and cleaned (bounced) contacts — do not import these
  • Standardize phone numbers to E.164 format if present
  • Map Mailchimp field names to HoopAI field names (FNAME → firstName, LNAME → lastName)
3

Import into HoopAI

Go to Contacts → Import → CSV. Upload your file, map columns, and set duplicate handling to Skip (for first import). See CSV import guide.
4

Recreate your segments

Mailchimp segments become Smart Lists in HoopAI. Go to Contacts → Smart Lists and create filters matching your Mailchimp segments.
5

Rebuild email templates

Use the HoopAI email builder to recreate your templates. If you have HTML templates, you can paste the HTML into a custom code block. For drag-and-drop templates, rebuild using HoopAI’s builder.
6

Recreate automations

Mailchimp automations map to HoopAI workflows. Common mappings:
  • Welcome series → Contact Created trigger + email sequence
  • Abandoned cart → Order form trigger + wait + follow-up
  • Birthday emails → Birthday Reminder trigger
7

Set up email authentication

Configure your dedicated sending domain in Settings → Email Services with SPF and DKIM. See Email deliverability guide.
8

Warm up your domain

Start sending to small batches of engaged contacts and gradually increase volume over 4–6 weeks.

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Post-migration checklist

  • All contacts imported with correct fields and tags
  • Smart lists created matching your Mailchimp segments
  • Email templates rebuilt and tested
  • Automation workflows recreated and published
  • Dedicated email domain configured (SPF, DKIM, DMARC)
  • Unsubscribe links working in all templates
  • Test emails sent and verified in inbox
  • Domain warm-up plan in place
  • Mailchimp forms replaced with HoopAI forms on your website

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Common issues

Make sure you only imported subscribed contacts. If DND flags were set incorrectly, bulk-update them in Contacts → Bulk Actions.
Mailchimp and HoopAI use different rendering engines. Minor layout differences are normal. Test in multiple email clients.
Mailchimp uses *|FNAME|* syntax. HoopAI uses {{contact.first_name}}. Update all merge tags in your templates.
Last modified on March 6, 2026