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Mailchimp

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Maria Herrell
Updated 1 week ago

With MailChimp, you can easily connect with your clients and potential customers through email. You have two options: You can create a list of people you want to send emails to in Pipeline and easily export them to MailChimp with a single click. Alternatively, you can set a Primary List in Pipeline, and any new contacts you add there will automatically be added to your MailChimp list.

Pipeline will automatically export the person's Work Email, First Name, and Last Name to MailChimp. Once you send your campaign through MailChimp, you can easily track who clicked on your email through the person's profile page.

How to connect Pipeline to Mailchimp

  1. If you don't have a MailChimp account yet, click here to sign up.
  2. Once you have your MailChimp account, click on Profile in the top right corner
  3. Click on Account Settings
  4. Scroll down to App Store
  5. Search for MailChimp and Click Learn More
  6. Click Connect My Pipeline Account with MailChimp and enter your MailChimp credentials.
  7. Go back to your MailChimp settings in Pipeline and click Your MailChimp Lists. If you do not have any MailChimp lists created yet, they will need to be created in MailChimp.
    Here is more information from Mailchimp on how to create an Audience. If you need additional assistance, please contact MailChimp.

Select your Primary Email List

You can enable a Primary Email List to automatically add People who are created in your Pipeline account. This feature allows you to keep your master list up to date without needing to manually update your list in MailChimp. Here you can choose your list and set your double opt-in confirmation and welcome email preferences.

View your MailChimp Lists

Here you can view all lists imported from MailChimp to Pipeline. Select the double opt-in confirmation and welcome email preferences for the MailChimp lists you want to use with your Pipeline account.

If the MailChimp list does not appear in the email list dropdown, an Admin will need to click on Update my lists from MailChimp!

Export to Mailchimp

You can export lists of people to MailChimp using the bulk actions feature in the People tab. 

  1. In the People tab, set your filters
  2. Select the people you want to add to your list using the checkboxes
  3. Click More
  4. Export to MailChimp
  5. Select the Mailchimp list

Mailchimp Reporting In Pipeline

After you send a campaign to people in your Pipeline account, a new Mailchimp section will become visible on the person's profile. Here you can see the campaigns that were sent to them and whether the person opened or clicked through the email. You can also see if the message bounced.

This information is useful to know when you're making follow-ups and will help you understand the types of communications the person has received and use to guide future conversations.

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FAQs

How does double opt-in work?
 To learn how double opt-in works, click 
here.

Why can't I see my list when I try to Export to Mailchimp?
 Your account admin will need to enable the list within your Mailchimp setting in Pipeline. If you are an Admin, to manage your Mailchimp lists, click 
here.

Why did my export fail to make it to my Mailchimp account?
Your export will fail if your list in Mailchimp has the required fields. Remove the requirement to export people to your MailChimp account.  

I have a question about Mailchimp. How do I get help?
 Mailchimp offers a knowledge base and self-service support 
here.

If I send an email in Mailchimp and a recipient unsubscribes, does it update the unsubscribe field in Pipeline?
You will need to manually update that field in Pipeline one by one. We do this because in Mailchimp, users can be in more than one list and while they might unsubscribe from one list, they may still be subscribed to another list.

If a recipient has unsubscribed from an email, will they automatically be unsubscribed in a new list?
No, you will need to update their record in Pipeline to say unsubscribed and make sure to filter them out of the new list that you are exporting into Mailchimp.

If I delete or update a People record in Pipeline, will it save those changes in MailChimp and vice versa?
You will need to update any changes in both programs respectively. It is not a bi-directional sync.

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