Case study — UK not-for-profit organisation
Closing A Compliance Gap: Migrating From Mailchimp To Zoho Campaigns
Seven years into using Zoho CRM, this UK not-for-profit still ran its email marketing through Mailchimp, a second, disconnected platform holding the same member data, and quietly creating real Data Protection Act risk.
The Challenge
With 30 teams and 65 users building emails in Mailchimp using inconsistent, hand-coded HTML templates, branding drifted and every campaign took longer to build than it should. The bigger issue was compliance: staff manually exported segmented lists from CRM into Mailchimp for every campaign, a slow, error-prone process, and unsubscribes registered in Mailchimp weren't always reliably reflected back in the CRM. That gap between the two systems was a genuine DPA vulnerability, not just an inconvenience.
The Solution
In 2025 the organisation committed to consolidating everything onto Zoho, migrating fully to Zoho Campaigns. We reconfigured the CRM so every list and segment could be built natively there, then integrated CRM and Campaigns for real-time, two-way synchronisation, lists get built once, in the CRM, and Campaigns pulls the segment automatically. Every team moved off custom HTML onto Campaigns' drag-and-drop builder, giving the whole organisation one consistent look, and we trained all 65 users across all 30 teams on the new platform and process.
The Results
- One platform, one source of truth for contact and communication history, closing the DPA compliance gap
- Unsubscribes now sync instantly between Campaigns and CRM, no manual reconciliation
- No HTML skills required to build a campaign, cutting build time significantly
- Meaningful cost saving from retiring a separate third-party email platform entirely
Running critical data across two disconnected platforms? That gap is worth closing before it becomes a problem.
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