Send data to Mailchimp

Mailchimp is a cloud-based marketing automation platform and an email marketing service that provides an API for integrating with third-party systems and a web UI for managing email contacts, templates, and lists.

Note

This destination uses the Mailchimp REST API .

This topic describes the steps that are required to send audience lists to Mailchimp from Amperity:

  1. Get details

  2. Add destination

  3. Add data template

Get details

The Mailchimp destination requires the following configuration details:

  1. The Mailchimp API key.

  2. The data center ID. This is appended to the API key after the hyphen.

  3. The audience ID to which Amperity will write. (This is sometimes referred to as the list ID.)

  4. The audience name.

  5. A Mailchimp tag to be applied to all audience list members. For example: “Added by Amperity”. If this tag does not exist in Mailchimp, it will be associated to all audience members added by Amperity.

    Important

    The tag name is configured as part of the orchestration from the Tag Name field.

  6. The list of audience fields and merge tags for the audience to which you want to send query results.

  7. A query that outputs the fields that must be mapped to the Mailchimp audience.

Add destination

Configure Amperity to send audience lists directly to Mailchimp.

To add a destination

  1. From the Destinations tab, click Add Destination. This opens the Add Destination dialog box.

  2. Enter the name of the destination and a description. For example: “Mailchimp” and “This sends audience lists to Mailchimp”.

  3. From the Plugin drop-down, select Mailchimp.

  4. The “mailchimp” credential type is selected automatically.

  5. From the Credential drop-down, select Create a new credential. This opens the Create New Credential dialog box.

  6. Enter a name for the credential along with the Mailchimp API key. Be sure to add the full Mailchimp API key, including the characters after the hyphen. Click Save.

  7. Under Mailchimp Settings, in the Data Center box, add the data center ID. This is the same as the characters that appear after the hyphen in the Mailchimp API key.

  8. Select Allow customers to use this data template.

  9. Select Allow orchestrations from users with limited PII access. (A user with limited PII access has been assigned the Restrict PII Access policy option.)

  10. Click Save.

Add data template

A data template defines how columns in Amperity data structures are sent to downstream workflows. A data template is part of the configuration for sending query and segment results from Amperity to an external location.

To add a data template

Step 1.

From the Destinations tab, open the menu for a destination that is configured for Mailchimp, and then select Add data template.

This opens the Add Data Template dialog box.

Step 1

From the Destinations tab, open the menu for a destination that is configured for Mailchimp, and then select Add data template.

This opens the Add Data Template dialog box.

Step 2.

Verify business user access to queries and orchestrations and access to segments and campaigns.

A business user may also have restricted access to PII, which prevents them from viewing and sending customer profile data.

Step 2.

If business user access was not configured as part of the destination, you may configure access from the data template.

Step 3.

Verify all configuration settings.

Verify settings for the data template.

Note

When the settings required by Mailchimp were are not configured as part of the destination, you must configure them as part of the data template before making this destination available to campaigns.

Step 4.

Review all settings, and then click Save.

Save the data template.

After you have saved the data template, and depending on how you configured it, business users can send query results to Mailchimp.