Mailchimp Integration
The mentioned integration allows you to one-way synchronize contacts between Deepser and Mailchimp.
As a result, it allows you to automate marketing processes and improve customer management.
The operation of this integration therefore allows you to intervene on Mailchimp audiences, allowing the addition, modification and deletion of contacts.
Mailchimp account configuration
To proceed with the configuration, it will be necessary to access to the “Mailchimp” module from the main menu:
From here, you’ll be able to proceed to set up one or more Mailchimp accounts that you want to interact with.
To do this, it will be necessary to click on “+ Add Account” at the top right of the page and we will find ourselves in front of the following screen:
Below are the details of the fields:
Field | Definition |
Server Prefix | The server prefix is the starting part of the endpoint URL. For example, to find your server prefix, you must log into your Mailchimp account and look at the URL in your browser. You’ll see something like https://us19.admin.mailchimp.com/; the us19 part is the server prefix.
So, you need to set that value into “Server Prefix” field in Deepser. |
Token | API keys grant full access to your Mailchimp account. To generate an API key, follow these steps.
So, after copying the token, you can paste it into “Token” field in Deepser. |
Cron Expression | To keep your data between Deepser and Mailchimp up to date, you can schedule syncing at predefined intervals via this field. |
Mailchimp Username | There is no need to enhance this field. It will be automatically valued when the record is saved if correctly configured. |
There is no need to enhance this field. It will be automatically valued when the record is saved if correctly configured. | |
Status | A field that allows you to enable or disable the mailchimp account in use on Deepser. |
Once the system has been correctly configured, using the “Check” button it will be possible to check the correctness of the data entered. The message that determines a correct configuration will be as follows:
After saving, the “Audiences” grid will be displayed which will serve to contain the information synchronized between the 2 systems.
Note: Only once the synchronization process is complete will the information in it be available.
To perform the synchronization, it will be possible to proceed manually by clicking on the “Sync” button. In this case, if you have a lot of information on your account that needs to be synced, it may take some time for it to fully sync.
Alternatively, you can wait for the synchronization schedule to run automatically based on the configuration of the “Cron Expression” field.
The following information is available within an Audience record:
Field | Definition |
Name | In this field, you will find the name of the audience synced with Deepser. |
Contacts | Within this grid, only contacts that have been synced from Deepser to Mailchimp will be available. This means that you won’t have any contacts that were previously in Mailchimp.
NOTE: Within this grid you will not see the classic Deepser contacts present in the CRM section, but they are contacts linked to the Mailchimp form and can only be viewed through this grid. |
Tags | Within this grid, you’ ll see all the Tags in Mailchimp that are synced to Deepser, for the account you set up. |
Mailchimp flow configurations
To proceed with the integration with mailchimp on Deepser, you will need to use the flows module for creating your own automations for mailchimp contacts.
In fact, searching among the actions available in the flows, we can find the following:
Check Mailchimp Contact
Through this action, it will be possible to verify the existence of a particular Mailchimp contact present within an account previously configured on Deepser.
In fact, the action in question will return a Boolean value (true/false) that can eventually be used in a conditional block (if, if-else or others).
The following is the information required in this type of block:
Field | Definition |
Mailchimp Account | Through this field you can select one of the accounts configured through the “Mailchimp” module. |
Mailchimp Audience | Through this field you can select an audience linked to the selected account. |
Model | Through this field it will be possible to associate a model through which to carry out the verification. For example, a record of type “Mailchimp Contacts” or a record of type “CRM Contacts.” |
Email Field | The following field will be prompted, only if the selected template is different from “Mailchimp Contacts”. |
Create or Update Contact
Through this action, you will be able to create or edit a particular Mailchimp contact within an account previously configured on Deepser.
The action in question will allow you to map the fields of the “Mailchimp Contacts” module and another Deepser module (typically a CRM Contact).
The following is the information required in this type of block:
Field | Definition |
Mailchimp Account | Through this field you can select one of the accounts configured through the “Mailchimp” module. |
Mailchimp Audience | Through this field you can select an audience linked to the selected account. |
Model | Through this field it will be possible to associate a model through which to carry out the verification. For example, a record of type “Mailchimp Contacts” or a record of type “CRM Contacts.” |
Status | Through this field you can update the status of the contact on mailchimp, i.e. whether he is subscribed to an audience or not. |
Field Mapping | Using this multivalue field, you can map the fields between the “Mailchimp Contacts” module and another Deepser module (e.g. “CRM Contacts”). |
Tags | Through the field in question, you can add one or more tags to the contact, among those defined and synchronized with Mailchimp. |
Tag Change Type | Through this field, you can intervene in updating the tags in the following way:
– Override all Tags: To delete the old tags related to the contact and therefore add only those indicated through the “Tags” field.
– Add Tag: To add the tags indicated through the “Tags” field without deleting any tags related to the contact.
– Remove Tag: To remove tags specified via the “Tags” field from the contact. |
NOTE: When a Mailchimp contact is created/edited, the originating pattern used will be tied to the record via a 1:1 relationship. For example, if you create a Mailchimp contact from a CRM Contacts record, the two records CRM Contacts and Mailchimp Contacts will be linked to each other.
Delete Contact
Through this action, it will be possible to delete a particular Mailchimp contact present within an account previously configured on Deepser.
The following is the information required in this type of block:
Field | Definition |
Mailchimp Account | Through this field you can select one of the accounts configured through the “Mailchimp” module. |
Mailchimp Audience | Through this field it is possible to select the target audience linked to the selected account. |
Model | Through this field it will be possible to associate the mailchimp contact template to be deleted or its linked template (e.g. its CRM Contacts used for creation/update).
In either case, the deletion will only be done on the Mailchimp contact and never on the linked template. |
Delete Type | Through this field, you can intervene to indicate the method of cancellation of the Contact, which can be:
– Archive Contact: Which allows you to archive the contact on Mailchimp
– Permanent Delete Contact: Which performs a permanent delete on Mailchimp.
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