Migration guide
How to Migrate from Mailchimp to ConvertKit (Kit)
A step-by-step migration guide with the data you can move, the things you'll rebuild, and the 90-minute checklist that gets a solo creator's list across cleanly.
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This guide is for solo creators, writers, and newsletter operators with lists under ~25,000 subscribers who’ve decided to leave Mailchimp for ConvertKit. If your list is bigger, the principles still apply — add a day for testing. If you have active ecommerce automations connected to Mailchimp (abandoned cart, etc.), this migration is meaningfully more complex and you should budget a full week and consider hiring help.
Why migrate? Usually one of three things: the 2,500-contact pricing cliff (see the Mailchimp TCO calculator), automation features that don’t match your workflow, or a desire for creator-native primitives (tags, sequences, subscriber scoring) Mailchimp doesn’t have. If none of those apply, don’t migrate.
The 90-minute migration
If you have a single audience, no active automations, and less than 10,000 subscribers, this is a 90-minute job, split across three working sessions:
- Prep (30 min): export your data, prepare your new tags and form structure, warm up your sending domain.
- Import (15 min): upload the list, tag it appropriately, confirm counts.
- Rebuild + switch (45 min): rebuild any forms, landing pages, and automations, update your signup sources, send a first broadcast to validate.
For anything more complex, expect a day.
What moves cleanly vs what you rebuild
| What you can move | What you rebuild |
|---|---|
| Subscriber list (CSV export/import) | Automations / sequences |
| Merge fields (first name, custom fields) | Signup forms |
| Tags (with a remapping step) | Landing pages |
| Unsubscribes (you MUST move these) | Email templates |
| Email history (partial, via Kit’s importer) | Segmentation rules |
Automations do not port. ConvertKit’s Sequences and Visual Automations are a different mental model than Mailchimp’s Customer Journey. You will rebuild them. This is actually often the point — it’s your chance to simplify automations that accumulated cruft over years on Mailchimp.
Step 1 — Export from Mailchimp (10 min)
- In Mailchimp, go to Audience → All Contacts.
- Click Export Audience. Mailchimp emails you a download link when it’s ready. Typically a few minutes for lists under 10k.
- The export contains a ZIP with several CSVs — you want
subscribed_members.csv(active subs) andunsubscribed_members.csv(unsubscribes/complaints). You MUST keep and import the unsubscribed list — sending to known unsubscribes is a CAN-SPAM violation. - Also export your forms and automations (not for import — for reference as you rebuild).
Step 2 — Prep your ConvertKit account (20 min)
- Sign up for ConvertKit (you can start on the free tier).
- Create tags that mirror any segmentation you used in Mailchimp. If your old workflow used groups, convert each group to a tag.
- Set up your sender identity. Use the same
fromemail and display name — changes here hurt deliverability. - Configure DKIM, SPF, and DMARC records for your sending domain. ConvertKit’s setup flow walks you through this; it’s the single most important deliverability step.
- Warm your sending domain if it’s new: send a few low-volume broadcasts to your most engaged subscribers before a mass migration.
Step 3 — Import your list (15 min)
- In ConvertKit: Grow → Subscribers → Import.
- Upload
subscribed_members.csv. Map fields (email, first name, last name, custom fields). - Apply a migration tag like
imported-from-mailchimpto all imported subscribers. Useful later for troubleshooting and for giving people a re-opt-in moment if you choose to do one. - Upload
unsubscribed_members.csvwith the “add as unsubscribed” option. This is the critical step most migration guides skim over. Confirm the unsubscribed count matches Mailchimp’s count. - Double-check your subscriber total. Mailchimp counts differently than Kit (Mailchimp includes “cleaned” and “archived” in some views), so expect the number to be slightly lower in Kit — that’s usually correct.
Step 4 — Rebuild signup forms (20 min)
- List every place you have a Mailchimp signup form live: your website, your landing pages, any lead magnets, any third-party tools (Beacon, ConvertFlow, etc.).
- In ConvertKit: Grow → Landing Pages & Forms. Create a form for each location, matching what you had (inline, popup, sticky bar, etc.).
- Get the new form embed code.
- One place at a time, swap the Mailchimp embed for the Kit embed. Test each one — sign yourself up, confirm the subscriber lands in the right tag.
- Do NOT delete the Mailchimp audience yet. Keep it live with signup forms disabled until you’re confident.
Step 5 — Rebuild automations (variable — 30 min to 4 hours)
This is the part with the most variance.
- List every automation currently running in Mailchimp. For each, note: trigger, emails, delays, exit conditions.
- Rebuild in ConvertKit using either:
- Sequences (simple linear sequences — most welcome flows fit here)
- Visual Automations (branching, multi-trigger workflows)
- Start with the most important automation only — usually your welcome sequence. Get it working, testing with a dummy subscriber, before moving on.
- Simplify ruthlessly. Automations accumulate conditions and steps that no one remembers why. The migration is your chance to delete 60% of them.
Step 6 — Update third-party integrations (15 min)
Everywhere Mailchimp was connected:
- Landing page builders (Carrd, Webflow, Squarespace) — update to Kit
- Lead-magnet delivery tools (ConvertBox, ConvertFlow) — update to Kit
- CMS plugins (WordPress, Ghost) — update
- Zapier — migrate any Zaps pointing to Mailchimp
- E-commerce tools — if you had abandoned-cart flows, this is the hardest bit; budget real time
Step 7 — Send a first broadcast (10 min)
From ConvertKit, send a broadcast to your imported subscribers. Keep it simple: an honest “we’ve moved” note if you want, or just your next regular newsletter.
- Watch the deliverability — if your open rate is dramatically lower than you had in Mailchimp, you have a SPF/DKIM setup issue.
- Watch unsubscribes — a migration-related spike of 2–4% is normal; anything above 10% means something is wrong (wrong list imported, bad subject line, or a massive gap since the last send).
- Watch complaints (marked as spam). Complaint rate above 0.1% is bad; investigate immediately.
Step 8 — Keep Mailchimp around for 30 days, then cancel (30 days later)
Don’t cancel Mailchimp for at least 30 days after your migration:
- Deliverability issues surface on the second or third send, not the first.
- You may have forgotten a third-party integration.
- You may need to re-pull reports or historical data.
After 30 days of clean Kit sends, export one more copy of everything from Mailchimp, then downgrade or cancel.
Things that commonly break
- SPF / DKIM misconfiguration. Most common cause of deliverability tank after migration. Fix: verify DNS records per Kit’s setup flow.
- Forgotten signup form. Leads keep landing in the old Mailchimp audience; you miss them. Fix: audit every page, every lead magnet landing, every social profile bio.
- Welcome sequence delay mismatch. Mailchimp’s “wait 1 day” doesn’t translate perfectly to Kit’s step timings. Fix: test with a fresh email address before going live.
- Double opt-in requirement drift. If Mailchimp used double opt-in and Kit is set to single opt-in (or vice versa), you’re sending to a different list than you think you are. Fix: explicitly configure opt-in mode in Kit to match your intent.
Before you migrate: the 3 questions that predict how hard it will be
- Do you have active e-commerce automations? (If yes → budget a week, consider hiring help.)
- Do you use Mailchimp’s transactional send (Mandrill)? (If yes → you need a separate transactional provider. Postmark, Resend, SendGrid.)
- Is your list over 25,000 contacts? (If yes → budget extra time for import validation and deliverability ramp-up.)
If you answered “no” to all three, the 90-minute plan works.
Related reading
- Mailchimp review — our honest take on when Mailchimp is still the right pick.
- ConvertKit review — why creators pick Kit.
- Mailchimp TCO calculator — the pricing math that drives many migrations.
- Freelance writer stack — why creators land here.
- AI coach stack — the creator newsletter pattern.