MailChimp Connection

What: The MailChimp connection allows you to push lists and custom variables to MailChimp for email segmentation and triggered email campaigns.

For example:

  1. Personalized newsletters (creative, messaging, offers) based on user interests and engagement level
  2. Cart / visit abandonment reminders
  3. Re-stock updates
  4. Funnel / lifecycle management campaigns

With MailChimp data synchronized into BlueConic, you'll have access to activated data about list membership, and email behaviors to tailor online experiences as well.

About BlueConic: BlueConic is a Customer Data Platform that harnesses the data required to power the recognition of an individual at each interaction, and then synchronizes their intent across the marketing ecosystem. Click here to learn more.

Why: Interact with your email recipients with relevancy on-site, and in their inbox! By taking MailChimp data into BlueConic, you can individualize their experience on-site or in-app. By using BlueConic's unique behavioral data collection engine, you can enable a highly relevant email program for triggered emails and drip campaigns.

For the connection to work, you must have an active MailChimp account.

Concepts

Profiles in BlueConic and MailChimp

In BlueConic each profile is used throughout that BlueConic instance. However in MailChimp list members are separate for each lists. This means that one person can be on several lists within MailChimp, but that person is not the same entity throughout MailChimp. This also means that MailChimp cannot be searched for one person directly, as persons are stored within lists. Profile information in BlueConic is always stored directly on the per-person profile.

Sync with the MailChimp plugin

Synchronizing BlueConic profiles with MailChimp list members is non-symmetrical. There is no clear mapping between most BlueConic properties and MailChimp member fields. Instead MailChimp specific information is taken and added to BlueConic to enrich the profiles. The user can specify BlueConic properties that should be added to MailChimp merge fields. These fields can be used to enrich mails sent within MailChimp.

Recognizing users in BlueConic and Mailchimp

MailChimp always uses one specific property as member id: the MD5 hash of a (lowercase) member email address. BlueConic stores an internal id for each profile, but this is not mapped to any meaningful property of the profile. To identify profiles in BlueConic as MailChimp members you have to configure the connection in which BlueConic profile property the user email address is stored. This has to be an indexed property, also called Unique Identifier (see Profile Properties).

 

Configuring the Connection

Authentication

BlueConic needs an authorized connection with MailChimp. Do this by clicking the Connect with MailChimp button. Enter your MailChimp username and password and allow the two systems to connect. 

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When the connection succeeds the MailChimp instance will be displayed.

Goal(s) of this connection

The connection supports three goals:

  • Synchronize data for known users
  • Subscribe users to MailChimp lists
  • Use BlueConic segments for MailChimp campaign targeting

Activate one or more goals that match the marketing goals for your organization. This will show additional configuration options for each of the selected goals.

Synchronize data for known users

Activating this goal will make sure that the data in BlueConic and MailChimp will be synchronized for known visitors.

MailChimp list(s)
Select at least one MailChimp list that you want to synchronize user data for from the pulldown menu.
BlueConic matching profile property
Select the BlueConic profile property that will be used to match email addresses.
BlueConic profile creation
Activate the checkbox to allow MailChimp to create new BlueConic profiles when no matching profile can be found.
BlueConic segment
Only visitors from the selected BlueConic segment will be searched for matches.

Subscribe users to MailChimp lists

Activate this goal if you want to automatically subscribe known visitors of your channels to MailChimp lists.

BlueConic matching profile property
Select BlueConic profile property that will be used to match email addresses.
BlueConic segment
Only visitors from the selected BlueConic segment will be used to find matches in MailChimp.
MailChimp list(s)
Select at least one MailChimp list that you want to subscribe known BlueConic visitors to.

Use BlueConic segments for MailChimp campaign targeting

Select this goal if you want to keep certain BlueConic segments and MailChimp lists synchronized. Visitors that are added or removed from the BlueConic segment will also be added or removed from the MailChimp list.

BlueConic matching profile property
Select BlueConic profile property that will be used to match email addresses.
Mapping
Create a mapping of MailChimp lists and BlueConic segments that you want to keep synchronized. Per rule you select a list and a segment. Click the Add Mapping button if you want to add extra rules. To delete a mapping rule, hover over it and click the "x" icon on the right.

 

BlueConic to MailChimp mapping

In this section you define which BlueConic variables will be synchronized to MailChimp when synchronizing data. Select a BlueConic value type and the profile property, then select the MailChimp field label where the values should end up. Add a new variable by clicking the Add Variable button.

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Note that MailChimp fields have a restriction of 255 characters. If a BlueConic value contains more than 255 characters it will be truncated when synching over to MailChimp.

 

MailChimp to BlueConic mapping

In this section you define which MailChimp fields will be synchronized to BlueConic and what the method of synchronizing will be. A default mapping is provided. You can adjust this to your own needs by changing, adding or removing variables.

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MailChimp Field Label
Contains one of the predefined MailChimp fields. We offer this as a flat list, but in reality these may not be stored directly on the MailChimp Member. This value will be retrieved from MailChimp members
BlueConic Profile Property
Contains a BlueConic Profile Property where the MailChimp value will be stored.
Merge Rule
Select how the MailChimp variable should be stored in BlueConic. Choose one of "Set" to always set, "Set if empty" to never overwrite, "Add" to a list, or "Sum" a numeric value.

 

The MailChimp Connection is a certified plugin