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Integrate Mailchimp with CommunitySuite

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Mailchimp is a third-party software designed to help users create and manage mailing lists, newsletters, and automated campaigns. If you do not have Mailchimp and would like to integrate with CommunitySuite, set up an account and an audience. 

Who: Development, communications, or marketing staff who manage donor communications and email campaigns using Mailchimp.

How to Use Mailchimp Integration

Use the Mailchimp integration to:

  • Link CommunitySuite to Mailchimp using the Mailchimp API.
  • Sync multiple campaign communication and event lists from CommunitySuite to a single Mailchimp audience.
  • Create unique tags for your campaigns in CommunitySuite and assign those tags to synced contacts in Mailchimp.

How the Mailchimp Integration Works

This is a one-way integration, meaning that data is only passed from CommunitySuite to Mailchimp. CommunitySuite passes the primary email address from the profile information to Mailchimp. Profiles must have a primary email address in order to sync to Mailchimp. 

Whether you already have an account or are creating a new account, navigate to Mailchimp Merge Fields and deselect required on all fields except email. This step is required to sync from CommunitySuite.
If you already have an account with audience members, ensure all Mailchimp Audience members have a tag. Any contacts in your Mailchimp audience without an existing tag will be deleted when syncing. Ensure all audience members have at least one tag selected in Mailchimp before proceeding.

 

Configure the Mailchimp Integration

To integrate Mailchimp with CommunitySuite, generate an API key in Mailchimp and add it to your Campaign Settings in CommunitySuite.

  1. Log in to your Mailchimp account.
  2. Click your name in the upper right corner, and then select Profile.
  3. Click Extras, and then select API Keys from the drop-down menu.
  4. Click Create A Key.
  5. Enter an API Key Name, and then click Generate Key.
  6. Copy the generated API key.
    • It is recommended to save this key somewhere secure, as you will not be able to copy it again once you navigate away from the page.
  7. Open a new tab in your web browser, log in to CommunitySuite, and navigate to the Campaigns page.
  8. Click Settings in the left-side menu.
  9. Click Edit Settings in the left-side menu.
  10. Paste the API Key in the Mailchimp API Key field.
  11. Click Update.

Your site is now synced, and you can sync profiles from a campaign. 

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