MailChimp users can set up an integration with Atlas to sync profile data to email lists in MailChimp, as well as pass email communication records from MailChimp into profile Contact records in Atlas. 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 Atlas to MailChimp?
In Admin > Set Preferences > Application Settings in the Email Providers tab, 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 WebLink that you would like to use to create email Lists in MailChimp. A separate list will be created/updated in MailChimp for "Members," and for each different Affiliation Code in Atlas 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 Atlas to MailChimp.
What data is passed from MailChimp to Atlas?
During the automated sync, email communications that have been sent to the users synced through the integration will be created as Contact records in Atlas. 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 Atlas. If they remove themselves from a specific list, the corresponding Affiliation code will be removed from their profile in Atlas.
How do I enable this integration?
In Atlas, go to Admin > Set Preferences > Application Settings. Click on the Email Providers tab. 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 Atlas?
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" list in MailChimp
- Affiliations: select all of the Atlas Affiliation Codes to be used to create Interests lists 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 Atlas packages.