It's time to move to the platform made by creators for creators.
Switching from Mailchimp to ConvertKit? You’ve made a great choice.
Let’s get into how to migrate your entire Mailchimp setup to ConvertKit so you can start using our powerful features for creators as soon as possible:
Keep this guide handy—you’ll find it a useful checklist as we delve into the details of doing a thorough Mailchimp migration!
Familiarize yourself with ConvertKit’s terminology
We refer to certain things differently from Mailchimp. Here’s a quick overview of the similarities and differences in our terminology:
Definition / Feature
A person who joins your email list
Your collection of email addresses
NOTE: While you can have multiple Audiences in Mailchimp, you’ll have only one list for all subscribers in your ConvertKit account. Learn more about our subscriber-centric approach here.
Form / Landing page
Design the look and contents of your emails
NOTE: There are some differences between what we and Mailchimp consider as part of a “template.” More info on this below.
Send a one-off email
Regular email campaign
Send an automated series of emails
Campaign (in a customer journey or classic automation)
Trigger actions based on subscriber behavior
Customer journey / Classic automation
Group subscribers with a single shared characteristic
Tag / Group
Group subscribers with multiple shared characteristics
Take the time to get the hang of our terminology. You’ll be using them a lot after you’ve switched to our platform!
Import your Mailchimp contacts into ConvertKit
We’ve built a handy Mailchimp importer that makes bringing over your Mailchimp contacts to ConvertKit a breeze.
To access the Mailchimp importer, go to the Subscribers page and click the Add Subscribers button, followed by Import from another provider.
Provide your Mailchimp API key and we’ll automatically sync over your Mailchimp contacts—and their associated data—for you.
Alternatively, you can also import your Mailchimp contacts via a CSV file.
This approach gives you more control over the extent of contacts you bring over to ConvertKit. However, you won’t be able to import certain contact data such as geolocation and contact rating.
Recreate your Mailchimp forms and landing pages in ConvertKit
Click Landing Pages & Forms under the Grow tab in the top navigation to create a new ConvertKit form or landing page.
Pick a form or landing page template that matches your existing Mailchimp form or landing page the most closely.
After that, use our form or landing page builder to customize the look of your ConvertKit form or landing page (as relevant).
Due to the differences between our and Mailchimp’s builders, you may not be able to achieve a 100% design resemblance. But use this as an opportunity to make your forms and landing pages look even better ✨
Also, don’t forget to replace your Mailchimp forms and landing pages with your ConvertKit ones!
Learn more about recreating your Mailchimp forms and landing pages in ConvertKit here:
Recreate your Mailchimp email templates in ConvertKit
Mailchimp’s “email templates” refer to the entire look and contents of the email, including email text and images that may change from email to email.
In contrast, when we say “email templates,” we’re talking about only the standard elements of an email that remain unchanged from email to email. These include your logo and newsletter section headings.
Hence, when you recreate your Mailchimp email templates in ConvertKit, you’ll be recreating only their standard elements. You won’t be copy/pasting over your non-templated email content.
To create a fresh new ConvertKit email template, go to Email Templates under the Send tab in the top navigation. You’ll then use our visual email template editor to customize your email template to include the standard elements of your Mailchimp email template.
Recreate your Mailchimp campaigns in ConvertKit
NOTE: For our purposes, “Mailchimp campaign” refers to the automated emails that are part of a Mailchimp customer journey or classic automation. If you want to send one-off emails to your subscribers (also known as sending a “regular email campaign” in Mailchimp), check out our guide to broadcasts.
To recreate your Mailchimp campaigns, you’d need to set up a “sequence” in ConvertKit. Sequences are sets of automated emails that are sent according to preset send schedules.
You can create a new ConvertKit sequence by clicking Send in the top navigation, followed by Sequences. After that, recreate your Mailchimp campaign by:
Copy/pasting the contents of your Mailchimp email campaigns over to ConvertKit sequence emails, and
Setting up your Mailchimp email campaigns’ send settings in your ConvertKit sequences.
Recreate your Mailchimp automations in ConvertKit
After recreating your Mailchimp campaigns, you’re in a good position to recreate your Mailchimp automations as ConvertKit visual automations.
To create a new ConvertKit visual automation, go to Visual Automations under the Automate tab in the top navigation.
Regardless of whether you’re recreating a Mailchimp customer journey or classic automation, the approach is roughly the same.
First, you’ll recreate the starting point or trigger of your customer journey or classic automation (as relevant) as entry points of your new ConvertKit visual automation.
Subsequently, you’ll add steps in your visual automation that correspond to the:
Rules and actions in your Mailchimp customer journey, or
Emails and post-send actions in your Mailchimp classic automation.
For example, your Mailchimp customer journey may have an action that involves sending a Mailchimp campaign to your contacts. If so, you’d add a step in your ConvertKit visual automation to send a ConvertKit sequence—which you’ll have recreated earlier!—to your subscribers.
Learn more about recreating your Mailchimp customer journeys and classic automations in ConvertKit here:
Test your migrated Mailchimp setup
Once you’ve recreated your Mailchimp setup in ConvertKit, the last step is to test it to ensure that it works!
To do so, preview your forms and landing pages (on your website, if possible) to confirm that you’re happy with their appearance.
In addition, preview your sequence emails from the sequence editor or by sending yourself a test email.
It’s also a good idea to test your visual automations. You can do so by entering your visual automation from one of its entry points (such as subscribing to your own form) and seeing what happens when you do so.
Need a hand with any aspect of your Mailchimp migration? Our incredible Mailchimp migrations team would love to help. You can get in touch with them here.
Once you’ve completed your Mailchimp migration, you might want to start sending one-off emails to your subscribers. As mentioned, we call such emails “broadcasts”—and you can learn how to create broadcasts here 👇