What transfers
| Data | Transferable? | Method |
|---|---|---|
| Contacts and lists | Yes | CSV export/import |
| Tags and segments | Yes | CSV tags column + smart lists |
| Email templates | Partial | Manual rebuild or HTML import |
| Automation workflows | No | Rebuild in HoopAI workflows |
| Campaign history/stats | No | Screenshot or export reports for reference |
| Landing pages | No | Rebuild in HoopAI funnel builder |
| Custom fields | Yes | Map during CSV import |
Migration steps
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.
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)
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.
Recreate your segments
Mailchimp segments become Smart Lists in HoopAI. Go to Contacts → Smart Lists and create filters matching your Mailchimp segments.
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.
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
Set up email authentication
Configure your dedicated sending domain in Settings → Email Services with SPF and DKIM. See Email deliverability guide.
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
Common issues
Contacts showing as unsubscribed after import
Contacts showing as unsubscribed after import
Make sure you only imported subscribed contacts. If DND flags were set incorrectly, bulk-update them in Contacts → Bulk Actions.
Email templates look different
Email templates look different
Mailchimp and HoopAI use different rendering engines. Minor layout differences are normal. Test in multiple email clients.
Merge tags not working
Merge tags not working