Overview

MailChimp is widely used to register people and send simple one-off email campaigns, such as newsletters. In a lesser extend, companies also send drip campaigns. journy.io therefore decided to create a basic integration with MailChimp, andoffer full bi-directional CDP functionalities with enriched SaaS customer intelligence, get events on basic email contact operations, and tag/untag contacts upon getting B2B product-led growth signals.

Your marketeers will be able to start and exit email campaigns on B2B SaaS conditions otherwise simply not possible in native MailChimp.

How to connect MailChimp

Go to your connections menu and click the 'Connect' button under the MailChimp logo:

You'll be redirected to the MailChimp login screen where you'll need to log in.

Once logged in, you need to accept the MailChimp sync permissions.

Pressing 'Allow' will add the MailChimp pannel (with 'Settings' button) on top of your connections screen.

MailChimp General settings

If you go to the 'Connections' menu and lick on 'Settings' on the MailChimp panel, you'll see the general 'Connection' Tab

Here are the different settings:

  • Source: If set, MailChimp can be used as source.

  • Destination: If set, MailChimp can be used as destination.

  • Name: Set/Edit a name for the connection.

ActiveCampaign source settings

The first time you access the 'Source' SubMenu, you'll be asked to select a list.

Caution: You can only select the list the first time, and cannot edit the list afterwards. To change later, you'll have to disconnect and connect the MailChimp connector again.

Select the list and press 'Continue'.

From now on, access the 'Source' submenu will provide you following options:

  • Create users from contacts: If set, if new contacts are created in MailChimp, new users will be added to journy.io as well. You could use that to register new NewsLetter Signups to further sync to other 3rd party integrations. Email is being used as ID

In order to setup syncing for accounts, review the destination settings too. You'll need to tell us in which field we can find your own account IDs (to uniquely identify accounts).

MailChimp destination settings

If you go to the destination submenu, you can setup and map sync settings.

Using segments to limit which users will be created or updated in MailChimp

When no segments are selected, journy.io will sync every user to MailChimp. To sync only a subset of users to MailChimp, you can select one or more segments that will act as a filter.

Creating or updating

By default journy.io will only update records in MailChimp. You can allow journy.io to create contacts in MailChimp when they don't exist yet.

For contacts we'll use the email property to match with users in journy.io.

Mapping fields

For contacts we'll map the following fields automatically:

journy.io email identifier => MailChimp email property

journy.io first_name property => MailChimp firstname property

journy.io last_name property => MailChimp lastname property

journy.io phone property => MailChimp phone property

So you'll only need to map the extra properties you want to sync to MailChimp in the settings. You can map any journy.io property to any supported property in MailChimp. We'll do our best to match the types of the properties. All of the scores you created in journy.io, computed properties, stage, health, ... are mappable to MailChimp.

MailChimp logs

At any time, you can check the bi-directional sync logs of your MailChimp↔journy.io connection by selecting the 'log' submenu.

MailChimp Actions

journy.io eventually allows to define product-led growth signals that trigger actions related to the installed connections. For each user meeting signal conditions, following MailChimp actions can be triggered:

  • Add tag to a contact: Adds a tag to a contact, typically to initiate a campaign.

  • Remove tag from contact: Removes a tag from a contact, typically to eject from a campaign.

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