Mailchimp is a comprehensive email marketing platform. When integrated with Access Charity CRM, you have access to powerful email automation. Access Charity CRM can add contacts to Mailchimp via individual mailings or automatically maintained audiences.

For each email sent from Mailchimp, Access Charity CRM pulls down the statistics of the campaign exposing key engagement data and automatically updating contacts who unsubscribe.

For audience integration, CRM can synchronise with a Mailchimp audience. This process synchronises tags and groups as well as pulls in campaign data and any unsubscribed users.

Audience integration enables your organisation to run Marketing automation through Mailchimp. This can take time to set up but boosts engagement with your supporters and increase the personalisation and frequency of communication for less ongoing effort.

Terminology

Mailchimp has its own terminology as follows:

Terminology	Description
Audience	All contact data that's used in any of the marketing automation, batch mailings, newsletters, transactional emails, or reporting - essentially an address book. Organisations can have multiple audiences but try to keep as few of these as possible as this keeps costs down and helps you learn more about the person's interactions. The best practice is to have one primary audience and use tags and segments to organise and target contacts. Keeping one audience means you’re not double counting contacts for licencing.
Tags	An attribute that can be assigned to a contact. Mailchimp can then use this to drive logic. These are essential for marketing automation as flows can be activated by tags being added or removed.
Segments	A subset of contacts within Mailchimp – essentially a filter that can be used to drive automation or reporting logic.
Groups	These are usually self-managed eg. Donors can subscribe or leave. Often there are interest groups that allow people to sign up or opt out from certain interests or marketing purposes, that's used by the organisation. The organisation can publish them, but people can manage their preferences.

What data is synched?

Access Charity CRM fields synched	Mailchimp field synched
Birthday	Birthday
DateOfBirth	DateOfBirth
EnvelopeSalutation	EnvelopeSA
FirstName	FirstName
KeyName	KeyName
LetterSalutation	LetterSalu
SerialNumber	SerialNumb
Title	Title
FirstName	FName
KeyName	LName

Set up your integration

To set up your Mailchimp integration, check out our article on setting up your Mailchimp Integration.

Use Tags and Groups and view the tag and group detail

You can add Groups or tags via the + icon on the sublists in the audience Groups and Tags Sublist.
You can rename Groups of tags via sublist options in the audience Groups and Tags Sublist.
You can remove Groups of tags via sublist options in the audience Groups and Tags Sublist.

To view the tag and group detail:

Click the audience form then view a group or tag.
Select the Mailchimp dropdown.

Here you can see any contacts that have been removed from the group along with the reason code.

Benefits of using automation

To find out the benefits of using automation in Access Charity CRM, check out our article on the benefits of using automation.

Mailing data not merging to Mailchimp

Data Cleaning Module FAQ

Integrate Charity CRM and Mailchimp

Locate a validation error within a datafeed

Datafeed Dupe Rules