Chimpegration User Guide

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Export to Mailchimp

Export allows you to add and update Mailchimp records in your audiences. There are two different types of Export:

  • Regular Export – this allows you to add AND update records in Mailchimp
  • Group Export – this allows you to add existing contacts in Mailchimp to Groups, based on a cons code, solicit code, custom field or consent record

You can set the export to run as:

  • Ad hoc, (one off) – manually triggered
  • Scheduled – Set up a specific day and time for constituents to be added and updated on Mailchimp

Add a New Export Process

From the dashboard select ‘Export to Mailchimp’ from the left menu bar

Select either a Regular or Group Export, then select ‘New’, or ‘Copy From’ to duplicate an existing process for editing

Give your export a name and choose either a one-off, or a regular scheduled export.

Follow instructions for the appropriate process below:

Notes

You can use Export to resubscribe a user to an audience, but only if the user was unsubscribed by an admin function. You cannot resubscribe a user who has unsubscribed themselves from your Audience.

If you wish to add a constituent to a group in Mailchimp you must first add them to the Audience.

Edit an Existing Process

  • From the homepage select the process in the left menu bar (as above) and select ‘Edit’
  • Click on the drop-down menu and select the process you wish to change.
  • Click ‘OK’ and make any changes you require.
  • Click ‘Done’ on the final tab to save your changes. Please note: if this is an ad hoc process clicking ‘done’ will also run the process.

Copy a Process

  • From the homepage select the process in the left menu bar (as above) and select ‘Copy’
  • Click on the drop-down menu and select the process you wish to copy.
  • Click ‘OK’. The default name will be ‘copy of [name of process], you can change this and anything else you choose within the template.
  • Click ‘Done’ on the final tab to save your changes. Please note: if this is an ad hoc process clicking ‘done’ will also run the process.

You can see any existing templates and their status by going to the ‘Manage Templates‘ area.


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