MailChimp users can set up an integration with MC Trade to sync profile data to Audiences in MailChimp, as well as pass email communication records from MailChimp into profile Contact records in MC Trade. The sync can happen manually through the MailChimp browser interface, and can also be scheduled to occur automatically once each night.
What information is passed from MC Trade to MailChimp?
In Admin > Global Settings, Integrations > Email Providers, choose which profiles you would like to send to MailChimp. You can select all Main Contacts, all profiles set to receive communication for a Member, and/or you can select the affiliation codes in MC Trade that you would like to use to create email Audiences in MailChimp. A separate Audience will be created/updated in MailChimp for "Members," and for each different Affiliation Code in MC Trade that has been selected for the integration. All profiles that have an email list Affiliation Code will have the following information sent to MailChimp:
- Profile Name
- Email Address
- Phone Number
Click here for instructions on manually syncing profiles/lists from MC Trade to MailChimp.
What data is passed from MailChimp to MC Trade?
During the automated sync, email communications that have been sent to the users synced through the integration will be created as Contact records in MC Trade. For each subscriber/profile, a Contact Record will be created with that day’s date and the subject line of the communication as the Contact Subject.
- Create Contact record on the profile of the subscriber
- Contact Type = use type from config settings
- Subject = Mailing Name
- Contactee = From name in the MailChimp mailing
- Contact Date = Mailing date
In addition, any subscribers who select to unsubscribe from all emails through the MailChimp platform will have their profile flagged as Do Not Email in MC Trade. If they remove themselves from a specific list, the corresponding Affiliation code will be removed from their profile in MC Trade.
How do I enable this integration?
In Admin > Global Settings, Integrations > Email Providers. In the MailChimp section, enter your administrative username and API Key.
In addition, for the integration to allow access, MailChimp will verify your "sender" information based on the contact fields in Association Info. To verify all of your organization's contact information is available, go to Admin > Association Info and make sure the following fields are populated:
- Address 1
What Configuration Settings are available in MC Trade?
In the Email Providers tab where the MailChimp integration is enabled, there are two configuration options:
- Contact Type: select a default Contact Type that will be used for all Contacts created through the integration from MailChimp
- Member Related Profiles: select whether you would like Main Contacts or all profiles flagged to Receive Communication on behalf of a member to be populated to your "Members" Audience in MailChimp
- Affiliations: select all of the MC Trade Affiliation Codes to be used to create Audiences in MailChimp
You also have the option to configure the integration to run automatically each night based on these settings, or keep the automation disabled and manage the integration manually only.
This feature is included or available for purchase with the following MC Trade packages.