Mailchimp Integration

Written by Nick Miles

Last published at: May 11th, 2020

Overview

Mailchimp is a third-party software, designed to help it's users create and manage mailing lists, newsletters, and automated campaigns (check out this link for more information about Mailchimp). The CommunitySuite + Mailchimp integration allows you to:

  • Link CommunitySuite to Mailchimp using the Mailchimp API.
  • Sync multiple campaigns (invitee contact information) from CommunitySuite to a single Mailchimp audience.
  • Create unique tags for your campaigns in CommunitySuite, and auto-assign those tags to synced contacts in Mailchimp.
  • NOTE: any contacts in your Mailchimp Audience without an existing Tag will be deleted when syncing. Please ensure all contacts have at least one Tag already selected in Mailchimp.


Configure Mailchimp API

If you do not have Mailchimp and would like to set up an account, check out this link.
  1. Log in to your Mailchimp account.
  2. Click on your name, then select Profile.
  3. Select Extras, then click API keys from the drop-down.
  4. Click Create A Key.
  5. Copy the API key.
  6. Open a new tab in your web browser, log in to CommunitySuite, and select System Data from the Home page.
  7. Select Edit.
  8. Scroll to the bottom of the page and paste the Mailchimp API Key.


Sync Campaigns with a Mailchimp Audience

Currently this is a one-way integration, meaning that data is only passed from CommunitySuite to Mailchimp. 


  1. Log in to your Mailchimp account.
  2. Select Audience.
  3. Click Manage Audience and select Settings.
  4. Select Audience name and defaults.
  5. Enter an Audience Name. This is the name of the audience that will live in CommunitySuite.
  6. Scroll to the bottom and click Save Audience And Campaign Defaults.
  7. In CommunitySuite, select System Data from the Home page.
  8. Select Edit.
  9. Scroll down to Mailchimp Integration and enter the exact name of the Mailchimp List Name (audience) that you just created in Mailchimp.
  10. Click Save.
  11. Next, edit a campaign in CommunitySuite, and enter a Mailchimp tag. The tag will appear next to every contact in Mailchimp that was invited to the campaign in CommunitySuite, and synced to Mailchimp.

    1. The Donor information passed from CommunitySuite to your Mailchimp list includes: 

      • Email Address
      • First Name
      • Last Name

      The events that trigger data to be passed from CommunitySuite to your Mailchimp list are: 

      • Adding Donors to a Campaign.
      • Removing Donors from a Campaign.
      • Profile changes to Donors who are included in Campaigns.

      Profiles must have an email address in CommunitySuite in order to sync to Mailchimp.