Difference between revisions of "Emails Letters and Mailing Lists-Using and Integrating MailChimp"
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How ChamberMaster and MemberZone sync with MailChimp | How ChamberMaster and MemberZone sync with MailChimp | ||
What is synchronized | What is synchronized | ||
| − | * | + | *All active reps of active, courtesy or prospective members |
| − | All active reps of active, courtesy or prospective members | ||
Where does the contact information go in MailChimp | Where does the contact information go in MailChimp | ||
The contact info is pulled into groups that are created and updated in MailChimp nightly: | The contact info is pulled into groups that are created and updated in MailChimp nightly: | ||
| − | * | + | *AUTO:Status group – contains reps by Membership Status |
| − | AUTO:Status group – contains reps by Membership Status | + | *AUTO:MembershipType group – contains reps by your Membership Type |
| − | * | + | *A group for each of your Group Types with a sub group created for each of your groups |
| − | AUTO:MembershipType group – contains reps by your Membership Type | ||
| − | * | ||
| − | A group for each of your Group Types with a sub group created for each of your groups | ||
The maximum number of groups per Group Type that may be synchronized is 60. | The maximum number of groups per Group Type that may be synchronized is 60. | ||
| − | Note: Groups synchronization will include inactive reps in the synch as long as they are marked as active within the group. | + | '''Note:''' Groups synchronization will include inactive reps in the synch as long as they are marked as active within the group. |
How to setup Mail Chimp synchronization | How to setup Mail Chimp synchronization | ||
| − | + | #Click Communication in the left-hand menu. | |
| − | Click Communication in the left-hand menu. | + | #Click MailChimp Setup. |
| − | + | #Click Click to Enable MailChimp. | |
| − | Click MailChimp Setup. | + | #Enter your MailChimp login and password. |
| − | + | #Click Log In. | |
| − | Click Click to Enable MailChimp. | + | #The message will say that you are connected. |
| − | + | #Click the drop-down arrow and select the list you already have in MailChimp where you would like the contact information to be imported. | |
| − | + | #Click Sync Now to immediately copy your contacts to MailChimp. | |
| − | Enter your MailChimp login and password. | + | #:'''Tip:''' Note this sync will happen every night but you can manually sync any time you’d like. |
| − | + | #All the contact information will be updated in MailChimp. | |
| − | + | #:'''Note:''' The System Event Log will display the synchronization transactions. Errors typically indicate invalid email addresses. | |
| − | Click Log In. | + | #:Unsubscribers from the MailChimp system will remain subscribed in your database but will fail to be imported into MailChimp at the next synchronization |
| − | + | ==How to email the contact from MailChimp== | |
| − | + | #Click Campaigns in the left-hand menu. | |
| − | The message will say that you are connected. | + | #Click Create Campaign. |
| − | + | #Choose a type of campaign to send by clicking Select. (Example: Select “Regular ol’ Campaign”) | |
| − | Click the drop-down arrow and select the list you already have in MailChimp where you would like the contact information to be imported. | + | #Select which list to be sent and click Next. |
| − | + | #Click Send to a new segment. | |
| − | Click Sync Now to immediately copy your contacts to MailChimp. | + | #Select the drop-down arrow in the Subscribers match… section. |
| − | Tip: Note this sync will happen every night but you can manually sync any time you’d like. | + | #Select the Group (email list) that you’d like |
| − | + | #:The Groups highlighted in yellow are the membership status and membership type groups. The purple groups show a sample of what your imported group types will look like. | |
| − | All the contact information will be updated in MailChimp. | + | #Select any desired status’, types or other subsets within the groups. |
| − | Note: The System Event Log will display the synchronization transactions. Errors typically indicate invalid email addresses. | + | #Click Next. |
| − | Unsubscribers from the MailChimp system will remain subscribed in your database but will fail to be imported into MailChimp at the next synchronization | + | #Continue following on-screen steps to send the email. |
| − | How to email the contact from MailChimp | ||
| − | |||
| − | Click Campaigns in the left-hand menu. | ||
| − | |||
| − | Click Create Campaign. | ||
| − | |||
| − | Choose a type of campaign to send by clicking Select. (Example: Select “Regular ol’ Campaign”) | ||
| − | |||
| − | |||
| − | Select which list to be sent and click Next. | ||
| − | |||
| − | Click Send to a new segment. | ||
| − | |||
| − | |||
| − | Select the drop-down arrow in the Subscribers match… section. | ||
| − | |||
| − | |||
| − | Select the Group (email list) that you’d like | ||
| − | The Groups highlighted in yellow are the membership status and membership type groups. The purple groups show a sample of what your imported group types will look like. | ||
| − | |||
| − | |||
| − | Select any desired status’, types or other subsets within the groups. | ||
| − | |||
| − | |||
| − | Click Next. | ||
| − | |||
| − | Continue following on-screen steps to send the email. | ||
Revision as of 04:34, 1 September 2015
Once synchronization to MailChimp is setup, then each night an automatic sync from your database into your MailChimp account will take place which will copy contact information from your database into the designated MailChimp list. If you’ve done updates to your mailing list in the database and you’d like to sync during the day, there is a “Sync now” choice available to do at any time. MailChimp synchronization is available to those with Plus edition or greater.
How ChamberMaster and MemberZone sync with MailChimp
What is synchronized
- All active reps of active, courtesy or prospective members
Where does the contact information go in MailChimp The contact info is pulled into groups that are created and updated in MailChimp nightly:
- AUTO:Status group – contains reps by Membership Status
- AUTO:MembershipType group – contains reps by your Membership Type
- A group for each of your Group Types with a sub group created for each of your groups
The maximum number of groups per Group Type that may be synchronized is 60. Note: Groups synchronization will include inactive reps in the synch as long as they are marked as active within the group. How to setup Mail Chimp synchronization
- Click Communication in the left-hand menu.
- Click MailChimp Setup.
- Click Click to Enable MailChimp.
- Enter your MailChimp login and password.
- Click Log In.
- The message will say that you are connected.
- Click the drop-down arrow and select the list you already have in MailChimp where you would like the contact information to be imported.
- Click Sync Now to immediately copy your contacts to MailChimp.
- Tip: Note this sync will happen every night but you can manually sync any time you’d like.
- All the contact information will be updated in MailChimp.
- Note: The System Event Log will display the synchronization transactions. Errors typically indicate invalid email addresses.
- Unsubscribers from the MailChimp system will remain subscribed in your database but will fail to be imported into MailChimp at the next synchronization
How to email the contact from MailChimp
- Click Campaigns in the left-hand menu.
- Click Create Campaign.
- Choose a type of campaign to send by clicking Select. (Example: Select “Regular ol’ Campaign”)
- Select which list to be sent and click Next.
- Click Send to a new segment.
- Select the drop-down arrow in the Subscribers match… section.
- Select the Group (email list) that you’d like
- The Groups highlighted in yellow are the membership status and membership type groups. The purple groups show a sample of what your imported group types will look like.
- Select any desired status’, types or other subsets within the groups.
- Click Next.
- Continue following on-screen steps to send the email.
