The Mailchimp link allows you to synchronize data between Spotler Activate and the Email Service Provider (ESP) Mailchimp. Through the link audiences, profiles and triggers from Spotler Activate can be sent to Mailchimp.
By completing the full implementation, one-time email addresses and newsletter consents are synchronized between Mailchimp and Spotler Activate. After establishing the link, the following data will be synchronized:
- Email addresses: new email addresses will be synchronized real time from Spotler Activate to Mailchimp, new email addresses with newsletter consent will be synchronized daily from Mailchimp to Spotler Activate
- Consent: changes of newsletterconsent are synchronized real time from Spotler Activate to Mailchimp, from Mailchimp to Spotler Activate changes are synchronized daily.
Activate the Mailchimp connector
Implementing Mailchimp consists of establishing the Mailchimp link, importing email addresses from Mailchimp and synchronizing profiles to Mailchimp.
Step 1: Establishing a link
In Spotler Activate, go to Apps click on the Mailchimp connector and click on 'Connect Mailchimp'.
You will be redirected to your Mailchimp account, where you need to log in. In Mailchimp, the following screen will open. Click on 'Allow'.
Next you will go back to Spotler Activate:
- Specify the sender name for the Mailchimp campaigns (this will be shown in the 'From' field)
- Specify the reply email for the Mailchimp campaigns
- Select the Mailchimp Masterlist with which Spotler Activate should sync email addresses and newsletter permissions
- Check the double opt-in option if necessary (when users need to receive a confirmation email for a subscription)
- Select the Mailchimp store for synchronizing products. When this is left empty, Spotler Activate will automatically create a new store
The link is complete. Through the link, changes to newsletter consents are synchronized real time from Spotler Activate to Mailchimp and daily from Mailchimp to Spotler Activate.
Step 2: Importing email addresses
To import email addresses into Spotler Activate, you will need to export a CSV into Mailchimp. In Mailchimp, go to Audience → All contacts. Click on 'Export audience'. Click on 'Export as CSV'. Open the Subscribed list and save this file separately.
In Spotler Activate, on the Data page go to the tab CRM Import. Click on 'Import CSV file'. Select the subscribed list. Connect the CSV columns to the desired Spotler Activate data fields (Email and newsletter on/off). Click on Save. Go to CRM Import and check the status.
Step 3: Syncing Profiles
Create an Advanced audience with the following rules:
The profiles will be synchronized to Mailchimp based on the email address. The profiles that do not yet exist in Mailchimp are created.
Audiences & Profiles
in the Audience Builder you can send Audiences to Mailchimp by checking Mailchimp as Channel:
For the audience, Spotler Activate updates the following information in Mailchimp:
- In Profiles: the audience will be visible as a tag in the profiles. In Mailchimp, you can view the tags of a profile as follows: In Mailchimp, go to All Contacts. Search the desired contact. On the right side, view the tags:
- In tags: the tag will be visible in the overview of tags. In Mailchimp, you can view the existing tags as follows: In Mailchimp, go to Tags. View the tags:
Triggers & Product Sets
In the Journey Builder, you can send triggers to Mailchimp using the Email trigger. In the Email trigger, you can trigger an automation in Mailchimp. A trigger is only visible in the Journey Builder when it has been created in Mailchimp.
Make automation in Mailchimp
In Mailchimp go to auotmations and mak e new customer journey. Give your journey a name and continue. As a starting point you choose API & Integrations > Event API.
In this starting point you give a unique ‘Event name’.
In Spotler Activate you can use the same event name in the email node.
When a profile reaches the email node, Spotler Activate will send an API call with this event name to Mailchimp to start the journey. You can check this in the contact’s acivity. Please note! When a contact should get the automation multiple times, you should check the box at “Contact repeats journey”.