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  4. Synchronise Raiser’s Edge and Mailchimp*
  5. Synch – List tab

Synch – List tab

When you choose to synchronise Raiser’s Edge and Mailchimp you will first need to select a Mailchimp list to work with.

Choose the query to synchronise the list with and create a control report for any errors. The query should include all the constituents that should be synchronised between the two systems. If the constituent is not in the query then changes in Raiser’s Edge will not be transferred to Mailchimp. Anybody who signs up on Mailchimp will be brought over to Raiser’s Edge. However if they then to do not fulfil the query criteria they will not be included in subsequent synchronisations. To ensure that they are included add a common denominator to the query, such as a constituent code, that they will be given during the synch.

You can also choose to only synchronise a segment of your list, this can be useful if you have a very large list and only want to bring over changes to certain records, or if your segmentation relates to groups or relationships.

Finally you are able to create queries based on the constituents that have been created, updated or existing constituents that you have chosen to skip.

Still got questions? Visit our Knowledge Base to learn more.