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You can add the Mailchimp Integration if you have a Mailchimp Account, using the option to add “Organisation-level Integrations”.

Prerequisites

  1. Having a Valid Mailchimp Account is a prerequisite.

Adding the Mailchimp Integration

  • How to access the Integrations App

  • Once in the Integrations App, Select Mailchimp from the dropdown menu.

  • Authorize the Mailchimp Account by following the instructions after going to the Manage option.
    You’d see something like this.

  • 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

  • This syncing would be complete in a few seconds.

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