MailChimp Integration

Introduction

Using your Solve360 administrator account enable the MailChimp feature under Solve360 menu (top right) > Add-ons > MailChimp > Enable

Enter the MailChimp API Key and press update. The API key allows Solve360 to access your MailChimp account. You will find your MailChimp Key under your MailChimp Account Settings.

Now each of your Solve360 users have the option to copy (“Push”) a list of contacts from Solve360 into MailChimp. This is done in the same way that you would export a list of contacts. Solve360 menu > Manage Contacts > Data > Push this list to MailChimp - when chosen this option will copy all contacts currently selected by the filter e.g. Show ... to MailChimp.

The key linking the contact records between the systems is the Business Email address. If Business Email is empty then Personal Email is chosen, if Personal Email is empty the contact is not copied.

When a contact is copied to MailChimp Solve360 automatically adds a special activity to the contact’s page which tracks the campaigns that have been sent and how your contact has responded to them.

Sending a campaign

In MailChimp ensure you’ve created a list where you want the contacts received from Solve360 to be saved.

In Solve360's Contacts window search for the contacts you want to target using the “Show ...” option in the toolbar. Most often you will be targeting a subset of contacts using category tags e.g. “Show > Category tags > {your list name}”

Now the targeted contacts should be showing in the search results list. Next choose Data > Push this list to MailChimp. Solve360 will prompt you to choose which MailChimp list to save the contacts to, then it will connect to MailChimp and copy the selected contacts over.

Next, login to your MailChimp account. Follow their instructions to create a campagn and send it to your MailChimp list.

MailChimp’s lists are like separate databases of contact records. If a contact chooses to unsubscribe from one of the campaigns MailChimp will unsubscribe them from that list only.