Connect Makerble to Mailchimp to get the best out of both platforms.
Your mailing lists on will always be up-to-date
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2-way sync between Makerble and Mailchimp
Automatically add subscribers in Mailchimp to your Makerble CRM and vice versa
Unsubscribe someone in Mailchimp and see their Unsubscribe status in Makerble CRM and vice versa
Send targeted email newsletters based on real-time CRM data
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Use Makerble’s powerful filters to choose the exact group of people you want to contact
That group of people will be assigned a Makerble Tag that you can see in Mailchimp
Create your campaign and choose that Makerble Tag’s members as the recipients of your email
Get started with Mailchimp on Makerble
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Requirements
You must have a Mailchimp Account to integrate Makerble and Mailchimp
You can add the Mailchimp Integration if you have a Mailchimp Account, using the option to add “Organisation-level Integrations”.
Prerequisites
Having a Valid Mailchimp Account is a prerequisite.
Adding the Mailchimp Integration
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Setup the integration
Part 1 of 3: Connect Mailchimp to Makerble
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You must be an Organisation Admin |
Select More in the top menu
Select Control Panel
You arrive on the Control Panel
Scroll down until you see Integrations
Select Integrations
Once in the Integrations App, press Add an integration
Select Mailchimp from the dropdown menu.
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Select Login or Authorise
Authorise the Mailchimp Account by following the instructions
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Next, to set up the integration successfully is a series of steps:
STEP 1: A project must be present to be linked to the Mailchimp integration. If it’s not present, you can Create a Project.
STEP 2: You can choose any- Classic Contact Forms or Custom Contact Forms in Charity Preferences in Control Panel. Refer- Two Types of Contact Forms.
STEP 3: Once created, that form needs to be attached to the Project in the Project Preferences.
STEP 4: Return to Integrations App after saving. Go to Settings for Mailchimp through the dropdown Arrow after choosing the Action of Contacts Mapping.
You’ll arrive at:
Here, you need to choose the that same Contact Form for Mapping the fields. The Mailchimp fields need to be mapped to the fields of Contact form.
STEP 5: Now, Navigate to Mailchimp Integration Page, which is seen after authorization, and Click on Contacts
STEP 6: Click on Edit. Toggle Sync as ON and choose the corresponding Project and Contact Form that you want the contacts to sync from.
STEP 7: After saving, you can Request Sync, to start the contacts mapping
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on-screen.
Part 2 of 4: Prepare the project and Contact Form to use with Mailchimp
Decide which Makerble project you want to connect to Mailchimp.
Mailchimp subscribers will be added to this project
And contacts added to this project, will be added to Mailchimp
If you don’t already have a project that you want to use for this, you can create a new project
Choose a Contact Form to store information from any custom fields you’ve created in Mailchimp (Manage your Contact Forms)
Check that the Contact Form you’ve designated has been added to the Project before you move to Part 3 (How to add a form to a project)
Part 3 of 4: Choose information to import from Mailchimp
Go to the Integrations App.
Click the Actions dropdown
Select Contacts Mapping
Press the Settings button
You arrive on the Mailchimp Contacts Mapping Settings page
In the Map Fields dropdown list, choose the same Contact Form that you chose in Part 2.
Select the Mailchimp fields that you want to map to the fields on your Makerble Contact Form
Once done, press Save
Part 4 of 4: Connect a project to Mailchimp
Access the Mailchimp navigation page. You can do this by
clicking More in the top menu → selecting Control Panel → scrolling down to Integrations → pressing the Manage button that appears next to Mailchimp
Click the Contacts button
Click Edit
You arrive on the Edit Members page
In the Sync section, select On
In the Select a project dropdown list, choose the project you chose in Part 2
Leave the Audience Name dropdown list set to the default option or choose an Audience.
Press Save
Press Request Sync
Your contacts within the designated Makerble project will now be added to Mailchimp, and your contacts on Mailchimp will now be added to that Makerble project. To avoid duplication, Makerble will do the sync in a specific order.
That’s it. Your integration is now set up.