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  5. Creating an Ad Hoc (one off) Export

Creating an Ad Hoc (one off) Export

Give your Export a name and choose ‘Adhoc – one off process’

Select a Mailchimp Audience to export into and a query/list to pull data from in your database.

When you create your query be sure to include any fields you wish to use in the mailing in the output criteria (e.g. first name, donation amount etc), you will always need to include an email address and a LookupID for all constituents too.

Tags

You can add records in this export to an existing Mailchimp tag or create a new one. You can add multiple tags.

You can also choose whether to add to any existing users tags or overwrite their current tags.

You can choose whether to only add new emails or add new email addresses and update existing records. The first option will not update the values of constituents already in Mailchimp. Please note that existing constituent records are matched by email address only in the export.

Troubleshooting

Field Mapping

Here you can map your query output fields to your Mailchimp merge fields.

If you do not wish to import certain Mailchimp fields simply ignore them in your mapping.

The ConsID field must be matched to the appropriate Mailchimp field in order for the export to proceed.

You can set up any number of merge fields in Mailchimp before your import to accommodate your fields selected in your query output. You must include an email address or the export will not run, as this is a field required by Mailchimp.

Click done and your export will process.