This guide walks you through migrating your email campaigns, parent contacts, forms, and automations from Mailchimp to Enrollio. You'll maintain continuity in your family communications while unlocking Enrollio's integrated enrollment management and CRM capabilities.
Before You Begin
Review Your Current Mailchimp Setup
Identify what you're moving: Make a list of all your parent audiences, email campaigns, automations, and signup forms that need to migrate.
Document your designs: Take screenshots of your email templates and forms so you can recreate them accurately in Enrollio.
Check your data volume: Note how many contacts and campaigns you're working with to plan your migration timeline.
Set Your Migration Goals
Know why you're switching: Whether it's to consolidate your enrollment management and email marketing, improve automations, or reduce costs, clarity on your goals helps prioritize what to migrate first.
Start with essentials: Focus on migrating your most critical parent communications and automations first to minimize disruption.
Back Up Everything
Export your data: Download all your contact lists, email campaigns, and automation documentation from Mailchimp.
Save backups securely: Store all exported data safely before beginning the migration process.
Migrate Your Parent Contacts
Export from Mailchimp
Export your contacts: In Mailchimp, go to Audience > All contacts, select the families you want to export, and download them as CSV files.
Export email templates: Go to Campaigns > All Campaigns and export any reusable email content or HTML templates you want to bring over.
Document automations: Write down the details of your automation workflows, including triggers (like "parent fills out form"), actions (like "send welcome email"), and any parent segments you're using.
[SCREENSHOT: Mailchimp audience export screen showing the download CSV option]Import into Enrollio
Upload your contacts: In Enrollio, navigate to Contacts > Import Contacts and upload the CSV files you exported from Mailchimp.
Map your fields: Match custom fields from Mailchimp (like child age, program interest, or tour date) to Enrollio fields so all your parent data transfers correctly.
[SCREENSHOT: Enrollio contact import screen showing field mapping interface]Recreate Your Forms and Landing Pages
Build Forms in Enrollio
Create new forms: Go to Sites > Forms in Enrollio and rebuild your signup forms. Match the fields, validation rules, and submission actions from your Mailchimp forms.
Set up form actions: Configure what happens when parents submit the form—add them to specific lists, trigger welcome emails, or notify your enrollment coordinator.
Embed on your website: Copy the embed code and add your forms to your childcare center's website or landing pages.
[SCREENSHOT: Enrollio form builder showing a parent inquiry form with fields for child name, age, and program interest]Rebuild Landing Pages
Create enrollment pages: Navigate to Sites > Funnels to recreate your Mailchimp landing pages. Use Enrollio's templates designed for childcare enrollment or build from scratch.
Match your branding: Ensure the design, colors, and messaging align with your original pages and your center's brand.
Connect your domain: Add a custom domain if needed, then publish your pages to make them live.
[SCREENSHOT: Enrollio landing page builder showing a tour signup page template]Move Your Email Campaigns and Automations
Recreate Email Campaigns
Choose a template: In Enrollio, go to Marketing > Emails > Templates. Select a template that matches your needs or start with a blank canvas.
Import your content: Copy your text, images, and links from Mailchimp into Enrollio's email builder. Adjust the layout to match your original campaign design.
Add required elements: Include Enrollio's unsubscribe merge tags to stay compliant with email regulations.
Test before sending: Send test emails to yourself and your team to verify everything looks correct on desktop and mobile.
[SCREENSHOT: Enrollio email builder showing a parent welcome email with merge tags for child name and program]Rebuild Your Automations
Create automation workflows: Go to Automations > Workflows in Enrollio. Rebuild your Mailchimp automations using Enrollio's visual workflow builder.
Set up triggers: Configure when automations start—when a parent fills out a form, books a tour, joins the waitlist, or reaches a specific enrollment stage.
Add actions and timing: Set up the sequence of emails, text messages, or tasks that follow each trigger. Match the timing and conditions from your original Mailchimp workflows.
Use pre-built templates: Browse Enrollio's automation recipes for common childcare scenarios like tour follow-ups or enrollment nurture sequences to save time.
[SCREENSHOT: Enrollio automation workflow showing a tour booking confirmation sequence with email and SMS steps]Reconnect Your Integrations
Set Up Third-Party Connections
Connect your tools: Navigate to Settings > Integrations in Enrollio and reconnect any third-party services you were using with Mailchimp.
Configure payment processing: If you collect enrollment fees or deposits, set up your payment gateway under Settings > Payments.
Enable Tracking and Analytics
Turn on Enrollio analytics: Use Enrollio's built-in reporting to track email open rates, click rates, and parent engagement.
Add external tracking: If you use Google Analytics or Facebook Pixel, add your tracking codes under Settings > Tracking to continue monitoring your enrollment pages and campaigns.
[SCREENSHOT: Enrollio analytics dashboard showing email campaign performance metrics]Test and Train Your Team
Verify Everything Works
Check all contacts: Review that all parent records, email campaigns, and automations transferred correctly and are functioning in Enrollio.
Test email delivery: Send test emails to ensure personalization tags, images, and unsubscribe links work properly.
Test form submissions: Submit test entries through your forms to verify they trigger the correct automations and add contacts to the right lists.
Get Your Team Up to Speed
Schedule training sessions: Walk your enrollment coordinator and admin staff through Enrollio's email builder, automation workflows, and parent management features.
Share resources: Point your team to Enrollio's help center and support channels for ongoing learning and troubleshooting.
Create documentation: Write down your standard processes for common tasks like sending parent newsletters or updating automation sequences.
Monitor Performance
Track your results: Regularly check how your email campaigns and automations are performing in Enrollio. Look for improvements in open rates and parent engagement.
Make adjustments: Fine-tune your messaging, timing, and targeting based on what you learn from Enrollio's analytics.
Stay current: Keep up with Enrollio's new features and updates to continuously improve your parent communications.
Phase Out Mailchimp
Run Both Platforms Temporarily
Overlap for confidence: Consider running Mailchimp and Enrollio in parallel for a few weeks to ensure everything works smoothly before fully switching over.
Gradually transition: Shift more of your parent communications to Enrollio as you become comfortable with the platform.
Cancel Your Mailchimp Account
Final backup check: Confirm all necessary data is backed up and functioning in Enrollio before canceling Mailchimp.
Follow cancellation steps: Use Mailchimp's account settings to cancel your subscription and end billing.
Review Your Migration
Evaluate success: Document what went well and what challenges you encountered during the migration. This helps with future platform changes or onboarding new team members.
Continue monitoring: Keep an eye on your Enrollio setup in the weeks following migration to catch and resolve any unexpected issues.