Migrating to Ortto from Mailchimp

Overview

Ortto and Mailchimp are two of the leading email marketing platforms, each providing a wide array of features aimed at improving email campaigns. While both offer strong automation, segmentation, and design tools, Ortto provides several advantages that make it a superior option for businesses looking to take their email marketing efforts to the next level.

Migrating to Ortto

• Export lists or segments from Mailchimp.
• Import contacts to Ortto.
• Create audiences in Ortto.

Export audiences or segments from Mailchimp

If you need to export multiple lists or segments from Mailchimp, you’ll need to do this one at a time. Here’s how you can export both:

Export an audience

1. Go to the Audience menu and click on All Contacts.
2. Use the dropdown on the top of the page to select the audience you'd like to export
3. Click Export audience.
4. Select Confirm export

Export all audiences on the account

1. Click on your profile icon on the top right, select Account & Billing
2. In the Settings dropdown option, click Manage my data
3. On this page, select the Audiences checkbox
4. Click Export my data
5. The export will take some time to process. Once it has finished, click the Completed Export link on the page to download the export.

Export a segment

1. From the Audience menu, click on the Segments option
2. Use the dropdown at the top of the page to select the Audience that your intended segment is stored in
3. Click the dropdown arrow for the segment you're interested in exporting
4. Choose Export as CSV.

Learn more about exporting your contacts from Mailchimp.

Import contacts to Ortto

Once you've downloaded your MailChimp CSV file, follow these steps to import your contacts into Ortto:

1. Log in to Ortto.
2. Navigate to CDP > People.
3. Select More > Import.
4. On the Connect a data source page > Select Spreadsheet import.
5. Upload the CSV file you downloaded from Mailchimp.
6. Map the columns from your CSV file to the fields in Ortto.
   1. If some fields don’t exist yet in Ortto, you can create them by navigating to:
      1. Settings > Customer data > Fields > New custom field.
   2. Learn more about creating custom fields.
   3. Learn more about importing contacts via CSV.

Importing Mailhimp groups

To import MailChimp groups into Ortto, you’ll need to do this separately:

1. In MailChimp, go to Lists > Manage Contacts > Groups > View Subscribers.
2. Export the segment or group you want to import.
3. Back in Ortto, import those contacts, on the Tag step add a Tag for the group, and check the option Import and merge new data only. This ensures that any additional info will be added to contacts you’ve already imported.
   1. Once your contacts are imported, you can use the tag you applied to create an audience or recreate your MailChimp group in Ortto.

Create audiences in Ortto

To recreate your MailChimp lists in Ortto, use the tags added during import:

1. Go to CDP > Audiences and click New Audience.
2. Under Filter, search for and select the tag you applied during import.
3. Click Next.
4. Give your audience a name and icon.
5. If you want this audience to appear in the preference center for contacts to manage their subscriptions, check the box.

Learn more about creating audiences.