> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Migrate from Mailchimp

> Step-by-step guide to migrating your contacts, email templates, and automations from Mailchimp to HoopAI.

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

***

## 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

<Steps>
  <Step title="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.
  </Step>

  <Step title="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)
  </Step>

  <Step title="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](/contacts/csv-import-format).
  </Step>

  <Step title="Recreate your segments">
    Mailchimp segments become **Smart Lists** in HoopAI. Go to **Contacts → Smart Lists** and create filters matching your Mailchimp segments.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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
  </Step>

  <Step title="Set up email authentication">
    Configure your dedicated sending domain in **Settings → Email Services** with SPF and DKIM. See [Email deliverability guide](/marketing/email-deliverability-guide).
  </Step>

  <Step title="Warm up your domain">
    Start sending to small batches of engaged contacts and gradually increase volume over 4–6 weeks.
  </Step>
</Steps>

***

## 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

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="Email templates look different">
    Mailchimp and HoopAI use different rendering engines. Minor layout differences are normal. Test in multiple email clients.
  </Accordion>

  <Accordion title="Merge tags not working">
    Mailchimp uses `*|FNAME|*` syntax. HoopAI uses `{{contact.first_name}}`. Update all merge tags in your templates.
  </Accordion>
</AccordionGroup>