You can add participants automatically to your MailChimp lists using the native MailChimp integration.

Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.

You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your project's card and selecting "Connect" - then just click "Connect" on MailChimp's card.

In order to connect the integration, you'll need to login to your MailChimp account first.

Once you have logged in, you'll need to authorize involve.me to connect to your MailChimp account. Just click "Allow" and you'll be all set.

Data mapping for the MailChimp integration

The integration will send the participant's email and default properties automatically, however you can add more fields to be sent. In order for your list/audience to accept more data, please configure your "Audience fields and *|MERGE|* tags" accordingly.

In the following sections you'll learn how different data fields are mapped to MailChimp. Once the integration has been connected to your project, you'll find the button "Manage Custom Fields" on the project's integration settings.

Default custom fields that are already predefined by MailChimp:

  • Email

  • First Name

  • Last Name

Default custom fields that need to be created beforehand:

You need to create the fields in MailChimp exactly as shown below in the column "MailChimp Fields".

Description

MailChimp Fields

Type

Outcome

OUTCOME

text

Project

I_PROJECT

text

Title

TITLE

text

Gender

GENDER

text

Full birthday with year

BDAY

text

MailChimp birthday field type (mm/dd)

BIRTHDAY

birthday

Organization name

ORG

text

Job Title

JOB

text

Street

STREET

text

Zip

ZIP

text

City

CITY

text

State

STATE

text

Country

COUNTRY

text

Phone

PHONE

text

Mobile Phone

MOBILE

text

Fax

FAX

text

Website

WEBSITE

text / website

Facebook

FACEBOOK

text / website

Twitter

TWITTER

text / website

Linkedin

LINKEDIN

text / website

Instagram

INSTAGRAM

text / website

Correctly answered questions

CORRECT

text / number

Score

SCORE

text / number

Calculator result*

CALCULATOR

text / number

Calculators by ID (eg. ca_xxxxxxx)**

CA_XXXXXXX

text / number

Outcome points

O_POINTS

number

Embed URL

EMBED_URL

text / website

Remote id

REMOTE_ID

text

*This is the result of the first calculator in the project, if there's only one calculator you can use this field.

**If you have multiple calculators in your project you can specify them by ID.

In order for you to have an idea of how fields should be added on MailChimp. For example, Outcome points (O_POINTS) would be inserted like this:

Data from question elements

Any other collected data fields (eg. from multiple choice elements, free text inputs, sliders, opt-in checkboxes, etc,) can be mapped through "custom field mapping".

Tags

involve.me submissions can not only create custom fields but also assign tags in MailChimp automatically.

In your project’s integrations setup under the “Manage Tags & Custom Fields” button, you can turn on tags for different kinds of submission data:

  • Outcomes

  • Project name

  • Answers from questions

  • When an opt-in checkbox was ticked

Tags will allow you to trigger different actions in your MailChimp account or help you organize incoming data. Please be aware that in order to have tags set you do not need to also setup custom fields, they can be used independently.

Good to know

  • Make sure you choose the right field types or your integration may not work.

  • Audience fields (name, job, gender, etc) on existing contacts will be updated when the same email is sent again.

  • If an email address was already on your list, it cannot be subscribed again (even if deleted).

  • Emails with test formats like test@test.com are ignored by MailChimp, and stop the integration from being triggered.

  • If you have configured a MailChimp integration on a project and you duplicate said project, your integration settings will duplicate as well.

If you have any trouble setting up this integration, please contact us and if possible send us a screenshot of this page from your MailChimp dashboard: Account > Extras > API keys > Last 24 hours of API calls.

Opt-in Checkbox, Double Opt-In and GDPR

In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, to your involve.me project.

Here's a step-by-step guide on how to set it up.

When editing the integration's settings, you can also optionally choose to activate Double Opt-In which sends out a confirmation email that needs to be clicked before your participant is added to the audience (you can change the content of this email on MailChimp).

If GDPR is of no concern to you, then you can skip this step.

Testing your integration

Once the integration has been set up and connected to your project, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.

If you still have any questions, please feel free to contact support.

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