Information you Need to get Started
Connecting Mailchimp with MagManager
You can link your MailChimp account to MagManager which allows you to export client data directly to Mail Chimp through their API.
Note: - If you are using an existing FREE MailChimp account this only allows you to have one audience and it won't allow you to create a second audience - you'll either need to upgrade to a paid version of MailChimp or use the existing audience in the Free account but this won't import all the audience fields and merge tags from MagManager.
Information you Need to get Started
Before connecting your Mailchimp account in MagManager you need to know your MailChimp API Key.
Open up your MailChimp account. Click onto your initial’s icon top right of the screen > Click on Account & Billing > Click Extras dropdown arrow > Select API Keys > Your API key will be displayed. (screen show below for reference)
If an API Key is not displayed, or you need to create a new one click on 'Create A Key'.
This link provides additional help about API keys in MailChimp should you need it- https://mailchimp.com/help/about-api-keys/
Connecting Mailchimp with MagManager
The next step is to add the API Key to your MagManager account.
In MagManager - Click the gear icon top right of the screen > Under Settings > Select System Defaults > At the bottom of the right hand column you'll see the fields for 'MailChimp Settings' > Add the API to the API Key field and enter a NEW Audience Name in the Default List Name field & Click Update. (Screen shot below for reference).
Note: You should let MagManger create the Audience in MailChimp on the first import rather than importing to an existing audience. This ensure's that the relevent Audience Fields & Merge Tags are automatically created in MailChimp.
(For free mailchimp accounts as you can only have 1 audience you will need to give the Default List name the same as the existing audience name in Mailchimp and note that not all the relevent audience fields and merge tags will be created when the data is exported from MagManager to Mailchimp.)
Audience Fields & Merge Tags
When the data is exported for the first time a new Audience will automatically be created in MailChimp with specific Audience Fields & Merge Tags which include the following data for the Primary Contact Only:
Email Address
First Name
Last Name
Address
Phone Number
MagManager ID
Company Name
Section
MagManager Person ID
MagManager Assigned To
NOTE: Exporting to an existing MailChimp audience will not display the full data. As the exported data from MagManager includes specific Audience Fields & Merge Tags.
Exporting to MailChimp
Once MailChimp is set up in system defaults you can start creating your client list to be exported straight into Mailchimp.
Note: Start by exporting a couple of client first to make sure everything looks fine in MailChimp rather than exporting a big batch.
Start the process of creating the mailshot in the usual way by going to Reports > Create Mailshots > General Communication > Highlight all the boxes you want to search in order to create your client list and click search > Click Export to MailChimp > You must enter a tag name which will be added as a tag to your clients in MailChimp > Click Create Segment.
This link provides additional help on Creating Mailshots in MagManager should you need it-https://magmanager.zendesk.com/hc/en-gb/articles/360013442574-Mailshots-in-MagManager
'Export Queued' will appear briefly across the top of the screen. This indicates that the data has been sent to MailChimp. If you have exported a large number of contacts it will take a few minutes before they all appear in Mailchimp - as MailChimp validates each email address.
Back in MailChimp - Go to Audience - All Contacts > Choose your Audience from the dropdown box > To filter the audience based on the tag you have just imported click Filter by Tags.
Select the required tag. Now you’re ready to create your email in MailChimp.
You can save the filtered data as a segment, edit the segment, send campaign or clear the filtered search.
The link below will take you to MailChimp's Guides & Tutorials on creating a regular email in MailChimp.
https://mailchimp.com/help/create-a-regular-email-campaign/
Customize Data Displayed
To update the displayed Audience data in MailChimp > Click Columns and select the headers you want to be displayed on screen
Trouble Shooting:
If your data does not appear in MailChimp it is likely due to one of the following things:
1 - You are using a free account which allows you to have one audience and it won't allow you to create a second audience.
2- MailChimp checks the email addresses that are being imported, if there is a problem with an email address the contact will not be imported to MailChimp. They exclude role based email addresses ie sales@acompany.co.uk - see their website for more details https://mailchimp.com/help/troubleshooting-contact-imports
3 - You have a paid MailChimp account but the data still won't transfer. Trying changing the name of the MailChimp audience in MagManager (Default List Name field) to match your existing audience name in MailChimp, if the data transfers OK, we know the connection is working. The next step is to contact MailChimp to have them check your account is set up to have more than one audience. While sending it to an existing audience does export the main data it does not export the specific Audience Fields & Merge Tags which would update MagManager when a client unsubscribe from your MailChimp Emails.
0 Comments