Member Essentials offers an integration with Mailchimp. This provides a way for your member's information in Member Essentials to sync with your Mailchimp account. There is tool to monitor the sync in Member Essentials, which can be found in Admin > Member Management > CRM Sync. Also, Access Groups can appear as tags which will sync nightly to Mailchimp.
IMPORTANT - MailChimp sync should be setup for an empty MailChimp audience. Do not use a previously used audience. Once the sync is functioning, the audience should NOT be manually edited i.e. contact records should not be manually added to the audience nor should contact records be edited. The audience should be dedicated for the sync and left to sync on its own.
Required access:
You will need the MailChimp Manager or Administrator access level.
Where to go:
To get to the Mailchimp Config, follow these steps:
- Go to Admin > Member Management > CRM Sync
Steps to be taken:
Log in into your Mailchimp Account (make sure you have an available Audience)
- From Mailchimp, select Audience > Manage Audience > View Audience > Create Audience
2. Follow the prompts for the new Audience and save the Audience name.
3. Select your profile on the lower left corner, then Account
4. Select Extras > API keys
5. Select Create a Key and copy the API key
6. Return to Member Management > CRM Sync
7. Paste the API Key and the Audience Name / List Name
8. Click Save Mailchimp API Key
9. Then, select your Audience Name to sync.
10. Click Manage Access Group, to select which Access Groups to send to Mailchimp, then Save Changes.
11. Finally, click Manage Statuses to select which status types you want to send to Mailchimp and save.
12. Once the Mailchimp sync completes, the CRM Sync tool will record the last sync with a date and timestamp.
As your members update their email address, the system will update Mailchimp every 30 hours.
- To watch the video tutorial: Video - Sync to MailChimp
- Tutorial to setup a new free Mailchimp account