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

Mailchimp requires the following configuration details:

Detail one.

The Mailchimp API key.

Detail one.

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

Detail one.

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

Detail one.

The audience name.

Detail one.

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.

Detail one.

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

Detail one.

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

Step 1.

Open the Destinations tab to configure a destination for Mailchimp. Click the Add Destination button to open the Destination dialog box.

Name, description, choose plugin.

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

From the Plugin drop-down, start typing “mail” to filter the list, and then select Mailchimp.

Step 2.

Credentials allow Amperity to connect to Mailchimp.

The credential type is set automatically. You may use an existing credential or you may add a new one.

Choose an existing credential or add credential.

Select an existing credential from the Credential drop-down.

– or –

Select Create a new credential from the Credential drop-down. This opens the Credential dialog box.

Choose an existing credential or add credential.

Enter the name for the credential, and then add a description.

Mailchimp has the following settings:

  • The Mailchimp API key.

When finished, click Save.

Step 3.

Each destination has settings that define how Amperity will deliver data to Mailchimp. These settings are listed under the Settings section of the Destination dialog box.

Settings for Zendesk

The following settings are specific to Mailchimp:

Setting

Description

Data Center

The data center ID. This is the same as the characters that appear after the hyphen in the Mailchimp API key.

Step 4.

Business users are assigned to the Amp360 User and/or AmpIQ User policies. (Amp360 User allows access to queries and orchestrations and AmpIQ User allows access to segments and campaigns.) A business user cannot select a destination that is not visible to them.

Business users – including users assigned to the DataGrid Operator policy – may have restricted access to PII.

What is restricted access to PII?

Restricted PII access is enabled when the Restrict PII access policy option that prevents users who are assigned to that option from viewing data that is marked as PII anywhere in Amperity and from sending that data to any downstream workflow.

You can make this destination visible to orchestrations and allow users with restricted access to PII to use this destination by enabling one (or both) of the following options:

Allow business users access to this destination.

Note

To allow business users to use this destination with campaigns, you must enable the Available to campaigns option within the data template. This allows users to send campaign results from Amperity to Mailchimp.

The other two settings may be configured within the data template instead of the destination.

Step 5.

Review all settings, and then click Save.

Save the destination.

Important

You must configure a data template for this destination before you can send data to Mailchimp.

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

Enter the name of the data template and a description. For example: “Mailchimp” and “Send audience lists to Mailchimp.”.

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.