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/list 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 ConsID or LookupID for all constituents too.
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.
Choose how records should be matched, either by:
- ‘Match against all constituents found’; so if this email is shared by two or more constituents in your CRM the details will be exported from the first record found containing this email address
- Match on email according to duplicate email settings; if you have defined a ‘main contact’ for an email address in the configuration the details from this record will be exported
- ‘Match on constituent id mapped to the following merge field’; select the Mailchimp field from the drop-down containing your ConsID, this is obviously the most accurate way of matching records
If a record is not found by the matching a new record will be created in Mailchimp. If a record previously unsubscribed by an admin is found this will be updated and added as a subscriber. It is not possible to resubscribe a user who has unsubscribed themselves from an Audience.
Here you can map your query/list output fields to your Mailchimp merge fields. In order to reduce the number of fields you see in the dropdown we have grouped the query/list fields into categories. You will need to select the area the field you require is in first, to see the options in the field dropdown.
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/list 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 schedule will be set up and ready to go. Please note a card will not appear on your dashboard until your scheduled process runs for the first time.