--- title: "Migrating to Mailchimp for Yotpo Loyalty & Referrals" slug: "migrating-to-mailchimp-for-yotpo-loyalty-referrals" description: "A step-by-step guide on how to migrate from the legacy to the new Mailchimp integration with Yotpo Loyalty & Referrals." updated: 2026-09-30T13:21:42Z published: 2026-09-30T13:21:42Z canonical: "support.yotpo.com/migrating-to-mailchimp-for-yotpo-loyalty-referrals" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.yotpo.com/llms.txt > Use this file to discover all available pages before exploring further. # Migrating to Mailchimp for Yotpo Loyalty & Referrals Products Loyalty & Referrals ###### Supported plans All plans ###### eCommerce Platform Shopify, Shopify Plus, BigCommerce, WooCommerce, Adobe Commerce (Magento), Custom > [!NOTE] > Is this article for me? > > - This article is relevant if you're currently using **Yotpo's legacy Mailchimp integration**, which will be **deprecated on March 31, 2027**, and want to migrate to the [**new Mailchimp for Yotpo Loyalty integration**](https://mailchimp.com/help/connect-disconnect-yotpo-loyalty-referrals/) built and maintained by Mailchimp. > - If you're already using the new Mailchimp-built integration, see [**Mailchimp - Integration Guide for Yotpo Loyalty & Referrals**](https://support.yotpo.com/docs/mailchimp-integration-yotpo-loyalty-referrals). > - The new integration is listed as **Yotpo Loyalty** in Mailchimp. ## What's Changing? Yotpo's legacy Mailchimp integration is being replaced by **Mailchimp for Yotpo Loyalty**, a new integration built and maintained by Mailchimp. The new integration provides deeper integration with Mailchimp audiences, customer journeys, and contact profiles, including: - Loyalty event-based customer journeys. - Loyalty-based audience segmentation. - Loyalty activity on individual contact profiles. - Loyalty program statistics in Mailchimp. - 9 loyalty attributes synced to contact profiles. **New vs. Legacy Integration Capabilities** | **Capability** | **Legacy “Mailchimp” Integration (Yotpo-Built)** | **Mailchimp for Yotpo Loyalty (Mailchimp-Built)** | | --- | --- | --- | | Integration Ownership & Support | Yotpo (Legacy) | Mailchimp (Actively Maintained) | | Sync Contact Loyalty Fields | Yes (basic fields) | Yes (9 loyalty attributes) | | Real-time Flow Triggers (Journeys) | No | Yes (7+ native triggers) | | In-Mailchimp Loyalty Dashboard | No | Yes | | Contact Activity Timeline Events | No | Yes | | Points Expiration Automations | No | Yes | ## Before You Migrate Before migrating, make sure you have: - An active Yotpo Loyalty & Referrals program. - A Shopify, WooCommerce, BigCommerce, or Adobe Commerce (Magento) store connected to Mailchimp. - A Mailchimp account with [Manager-level access or higher](https://mailchimp.com/help/manage-user-levels-in-your-account/). Important considerations: - The new integration syncs 9 audience fields. Make sure your Mailchimp audience has **at least 9 available custom field slots**, and remove unused fields if needed. - Existing field mappings **don't transfer automatically**. Review and map the Yotpo loyalty attributes during setup. - Update campaigns, segments, and templates that use legacy fields after the initial sync. > [!WARNING] > Important > > Do not disconnect the legacy integration until you've confirmed that the new integration is successfully syncing data and you've updated your Mailchimp campaigns, segments, and automations. ## Migration Steps ### Step 1: Connect the New Integration Connect the new **Mailchimp for Yotpo Loyalty** integration before disconnecting the legacy integration. In Mailchimp: 1. Go to **Integrations** > **Discover**. 2. Search for **Yotpo Loyalty & Referrals**. 3. Click **Connect**. 4. Review the connection steps and click **Continue**. 5. Sign in to your **Yotpo Loyalty account**. 6. Review the access permissions and click **Connect**. 7. Select the **connected store** you want to associate with your Yotpo rewards program. Alternatively, you can initiate the process from the **Yotpo Loyalty admin** > [**Integrations**](https://loyalty-app.yotpo.com/integrations-center) > **Mailchimp for Yotpo Loyalty** and follow the connection steps. ### Step 2: Map Your Audience Fields and Start the Sync During the connection process, Mailchimp displays the Yotpo loyalty attributes and how they map to your audience fields: 1. **Review** the suggested field mappings. 2. **Adjust** the mappings if needed. 3. Click **Sync now**. > [!WARNING] > Note > > - The initial sync can take a few hours or, depending on the size of your loyalty program, up to a few days. > - Wait for the initial sync to complete before updating your campaigns and disconnecting the legacy integration. ### Step 3: Update Your Campaigns and Automations Once the initial sync is complete, update any Mailchimp campaigns, segments, or templates that use loyalty data from the legacy integration. The table below shows the main legacy fields and their corresponding fields in the new integration: | **Legacy field** | **New field** | **Description** | | --- | --- | --- | | Swell Point Balance | Loyalty Points Balance | Customer's current available points balance. | | Swell Points Earned | Loyalty Lifetime Points | Customer's lifetime points earned. | | Swell Referral Link | Loyalty Referral Link | Customer's unique referral link. | | Swell Has Account | Loyalty Status | Whether the customer has joined the loyalty program. | | Swell VIP Tier Name | Loyalty VIP Tier | Customer's current VIP tier. | | Swell VIP Tier Ends At | Loyalty VIP Tier Expiration | Date when the customer's VIP tier expires. | | - | Loyalty Join Date | Date when the customer joined the loyalty program. | | - | Loyalty Points Value | Customer's current available credit balance, based on your variable redemption reward settings. | | - | Loyalty Birth Date | Customer's birthday. | > [!WARNING] > Important > > The exact field names displayed in your Mailchimp account may differ depending on how you mapped the attributes during setup. Use the fields created by the new integration when updating your campaigns and segments. Review your existing Mailchimp templates, segments, and automations and replace references to the legacy fields with the corresponding new fields. The new integration also allows you to create customer journeys based on Yotpo loyalty events. Learn more about customer journeys. ### Step 4: Disconnect the Legacy Integration **Disconnect the legacy integration in Yotpo**: 1. From your **Yotpo Loyalty admin**, go to [**Integrations**](https://loyalty-app.yotpo.com/integrations-center). 2. Locate the **legacy** Mailchimp integration. ![Disconnecting the old integration](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/disconnect(6).png?sv=2026-02-06&spr=https&st=2026-10-28T02%3A40%3A43Z&se=2026-10-28T03%3A40%3A43Z&sr=c&sp=r&sig=AjKrJGU89vnDu3NmdCTUUVQ0D6u3%2BP8Gwxw%2FJSDxE2o%3D) 3. Click **Disconnect**. **Disconnect the legacy connection in Mailchimp**: 1. In Mailchimp, go to **Integrations** > **Manage**. 2. Locate the **legacy** Yotpo connection. 3. Click **Disconnect**. 4. Confirm the disconnection. After disconnecting the legacy integration, you can also review your Mailchimp audience fields and remove legacy fields that you no longer use. ## Verify Your Migration After completing the migration, we recommend that you: - **Test loyalty events**: Use a test email address to perform actions, such as joining the loyalty program, earning points, or redeeming a reward. Confirm that the corresponding events are received by Mailchimp. - **Verify contact data**: Check test contact profiles to confirm that the new loyalty attributes are populated correctly. - **Review your campaigns and segments**: Make sure they use the new loyalty fields and no longer rely on legacy fields. - **Monitor the integration**: Check the Yotpo Loyalty tile under **Integrations** > **Manage** in Mailchimp to monitor your integration statistics.