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Mailchimp

  • Updated

 

What is Mailchimp?

MailChimp is a web-based email marketing service, that allows you to design email newsletters, integrate with services you might already use, as well as track your results.

 

Mailchimp Integration

The Mailchimp integration with Fundraising KIT allows you to pull in your interactions from Mailchimp, allowing them to feed into your predictions, insights, and segments.

 

Set up the Mailchimp Integration

To set up the integration > head to 'Organization Settings' and navigate to the 'Integrations' tab. Under the 'Mailchimp' integration, click 'Connect'.

 

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You will be prompted to log in and authorize the integration. You'll then be directed back to your Fundraising KIT account and the integration will have a 'Connected' status.

 

To initiate the data sync from Mailchimp to Fundraising KIT, click on the 'Actions' button beside the integration and click 'Sync Settings'. You will need to select the Mailchimp 'Audience' that you want to sync data into Fundraising KIT for. 

 

Important Note: In order for data to sync from Mailchimp into Fundraising KIT, the full name and email address of your contacts in Mailchimp will need to be identical to that contact's record in your CRM. If the contact in Mailchimp does not exist in your CRM, or the contact's information doe snot match, Fundraising KIT will not be able to pull in Mailchimp data for that contact. 

 

Data Synced from Mailchimp

Once you set up the integration, allow 24 hours for data to sync. Once the data is synced, interaction data from Mailchimp will affect the following. 

  • Mailchimp interactions will now supplement your predictions and insights; improving accuracy. 
  • Mailchimp interactions will be included under the 'Timeline' tab within a contact's profile. 
  • Mailchimp interactions are now filterable within the 'Interactions' filter category. Tip: use 'Interaction Type' and 'Subject' to filter contacts based on specific Mailchimp campaigns.