How do I connect Mailchimp?

What it gives you

The Mailchimp integration adds Mailchimp steps to your agents: they add and update contacts in the audience, read the subscription status, add tags, leave notes and events, unsubscribe contacts, and get, replicate and send campaigns.

Records aren't created on their own: only by a step you add to the flow, or an action you turn on in the “Integrations” tab of the AI Assistant step.

Connecting requires the Owner or Admin role.

Connecting

1. On Integrations → Mailchimp, press “Connect to Mailchimp”.
2. Sign in with your Mailchimp account and give access.

Steps work with the connecting person's access in Mailchimp. For work such as sending campaigns, connect with a user who is allowed to do it.

Audience

Every contact step has an “Audience” field; the step writes the contact to that audience. One agent can write to your newsletter audience, another to your customers.

If your account has one audience, you can leave the field empty. If there are several and the field is empty, the step goes to its error branch.

Contacts

“Add or update contact” adds the contact if they aren't in the audience, otherwise updates their details. A new contact gets Mailchimp's confirmation email and is subscribed once they confirm. A subscribed contact isn't asked to confirm again and is never unsubscribed.

Choose “Subscribe directly” only if the visitor gave explicit consent. If Mailchimp refuses to subscribe someone who unsubscribed directly, they get the confirmation email instead.

“Don't subscribe” adds the contact to the audience without a subscription. Tags, notes and events need the contact to be in the audience.

“Add contact” goes to its error branch if the contact is already in the audience.

In an agent open to visitors, use “Get subscription status”; it only tells whether the email is subscribed. “Get contact” and “Get contacts” return names, phones and tags. Since a visitor can type someone else's email, turn them on in agents your team uses.

Tags, notes and events

Separate tags with commas; a tag that doesn't exist in Mailchimp is created.

A note shows on the contact's Mailchimp profile. Up to 1,000 characters; a longer note is shortened.

“Send event” writes an event to the contact's activity. The event name has 2–30 characters and only letters, digits, _ and -; write the properties one per line as “name: value”. You can build a Mailchimp automation that starts with this event.

Steps that can't be undone

The steps that send a campaign, delete a campaign, unsubscribe a contact or archive a contact don't run until the confirmation box is ticked, and they have an hourly limit.

In these steps the email can't be a value the visitor typed. It has to be a fixed value, the result of an earlier step, or a record the visitor picked from a list.

Removing

Press “Disconnect”: Mailchimp steps in your agents stop. Your contacts stay in Mailchimp. You can also remove Agenola's access from your Mailchimp account.