Skip to content
MailToolFinder

How to Migrate from Mailchimp to ActiveCampaign

Businesses outgrowing Mailchimp's automation capabilities are the primary audience switching to ActiveCampaign. Mailchimp's automation builder is limited to linear journeys, while ActiveCampaign supports complex branching logic, conditional content, CRM pipeline management, and lead scoring. For businesses that need to nurture leads through a sales process or run sophisticated multi-step campaigns, ActiveCampaign provides the depth that Mailchimp lacks without jumping to enterprise-tier pricing.

Medium difficulty ~4-6 hours

What Transfers?

Contacts & Lists

Method: CSV export/import

Export Mailchimp audience, import into ActiveCampaign contacts. ActiveCampaign supports detailed field mapping.

Email Templates

Rebuild in ActiveCampaign's email designer. ActiveCampaign offers a library of starter templates.

Automations & Workflows

Recreate in ActiveCampaign's automation builder. ActiveCampaign's automations are more powerful — expect to improve upon your Mailchimp workflows.

Forms & Landing Pages

Create new forms in ActiveCampaign. Replace all embed codes on your website.

Analytics & Reports

Historical data stays in Mailchimp. ActiveCampaign starts tracking from the point of import.

Tags & Segments

Method: CSV column mapping

Mailchimp tags and groups can be imported as ActiveCampaign tags during CSV import.

Step-by-Step Migration Guide

  1. 1

    Export contacts from Mailchimp

    Export your full audience as CSV including all fields, tags, groups, and subscription status.

  2. 2

    Set up ActiveCampaign custom fields

    Before importing, create custom fields in ActiveCampaign that match your Mailchimp merge fields. This ensures clean data mapping during import.

  3. 3

    Import contacts into ActiveCampaign

    Go to Contacts > Import. Upload your CSV and map columns to ActiveCampaign fields. Apply tags to imported contacts. Choose whether to add them to specific lists.

  4. 4

    Build your automation workflows

    Recreate Mailchimp automations in ActiveCampaign's visual automation builder. ActiveCampaign supports if/else conditions, wait steps, goals, and CRM actions that go beyond Mailchimp's capabilities.

  5. 5

    Set up lead scoring (optional)

    ActiveCampaign includes lead scoring on most plans. Configure point values for email opens, clicks, page visits, and form submissions to identify your most engaged contacts.

  6. 6

    Rebuild forms and integrations

    Create signup forms in ActiveCampaign. Update embed codes and API integrations. ActiveCampaign supports inline forms, floating bars, and modal pop-ups.

  7. 7

    Authenticate domain and send test campaigns

    Add DKIM and DMARC records for your domain. Send test campaigns to verify deliverability. Monitor initial sends closely.

Watch Out For

!

ActiveCampaign uses a list + tag model. Contacts must belong to at least one list. Plan your list structure before importing — it's harder to reorganize later.

!

ActiveCampaign's Lite plan lacks CRM and lead scoring features. If you need these, you'll need the Plus plan which costs significantly more.

!

The learning curve for ActiveCampaign's automation builder is steeper than Mailchimp. Budget extra time to learn the interface, especially conditional logic and goals.

Ready to switch to ActiveCampaign?

ActiveCampaign offers a 14-day free trial starting at $15/mo.

Start with ActiveCampaign

What You Get with ActiveCampaign

Pros

  • +Industry-leading automation builder
  • +Built-in CRM for sales teams
  • +900+ integrations (largest ecosystem)
  • +Excellent deliverability
  • +Powerful segmentation and contact scoring

Cons

  • No free plan available
  • Steep learning curve for beginners
  • Gets expensive with higher-tier features
  • Reporting could be more intuitive
  • Landing page builder is basic compared to dedicated tools

Frequently Asked Questions

Is ActiveCampaign harder to use than Mailchimp?
The automation builder has a steeper learning curve, but the day-to-day email sending interface is straightforward. Most users adapt within a week. ActiveCampaign offers free migration services on some plans.
Does ActiveCampaign offer migration assistance?
Yes. ActiveCampaign offers free migration services on their Plus plan and above. They will import your contacts, recreate up to 3 automations, and set up your account.
Can I use ActiveCampaign as a CRM too?
Yes, starting from the Plus plan. ActiveCampaign includes a built-in CRM with deal pipelines, task management, and sales automation. This can replace a separate CRM tool for small to medium businesses.

Related