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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
While Coefficient can’t directly replicate Pardot’s Engagement Studio automation workflows, it provides the crucial data foundation and field dependency management needed for rebuilding similar workflows in Mailchimp. You’ll need to manually recreate the automations, but Coefficient gives you the data intelligence to do it right.
Here’s how to analyze your current programs and map them to equivalent Mailchimp automations using field dependency insights.
Use data analysis to guide your automation migration
Engagement Studio’s complex logic relies on field dependencies and multi-step workflows that don’t translate directly. However, Salesforce data analysis through Coefficient helps you understand these dependencies and recreate the logic in Mailchimp’s automation builder.
How to make it work
Step 1. Import field dependency data for analysis.
Import all Salesforce fields that serve as triggers or conditions in your Engagement Studio programs. Use Coefficient’s filtering capabilities to identify prospects who meet specific field criteria combinations. Track field changes over time using the Append New Data feature to understand trigger patterns and workflow progression.
Step 2. Translate workflow logic using calculated fields.
Create calculated fields in Google Sheets that replicate Engagement Studio decision points. Use complex formulas to evaluate multiple field dependencies simultaneously. Generate status columns that indicate where prospects would be in equivalent Mailchimp automations, helping you understand current program states.
Step 3. Map Engagement Studio elements to Mailchimp equivalents.
Translate Wait Steps using date field calculations in Google Sheets to determine timing. Convert Rules to Coefficient filters and Google Sheets conditional logic. Map Actions to appropriate Mailchimp automation triggers and behaviors based on your field dependency analysis.
Step 4. Use insights for manual automation building.
Identify which prospects are at each stage of your current programs using your data analysis. Determine appropriate entry points for new Mailchimp automations based on field states. Monitor field changes that should trigger automation updates to ensure continuity during migration.
Plan your automation migration with data insights
Use Coefficient as your migration planning tool to understand current program states and field dependencies, then build equivalent Mailchimp automations with confidence. Start analyzing your Engagement Studio data today.
