What: The MailChimp connection allows you to push lists and custom variables to MailChimp for email segmentation and triggered email campaigns.
- Personalized newsletters (creative, messaging, offers) based on user interests and engagement level
- Cart / visit abandonment reminders
- Re-stock updates
- 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.
Profiles in BlueConic and MailChimp
In BlueConic each profile is used throughout that BlueConic instance. However in MailChimp list members are separate for each list. 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 via scheduled batch import and export 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
Set up and run
This is where you configure the connection between BlueConic and MailChimp. In order to be able to run, BlueConic needs an authorized connection with MailChimp. Establish authorization by clicking the [Connect with MailChimp] button. Enter your MailChimp username and password and allow the two systems to connect.
Enter your MailChimp instance URL.
When the connection succeeds the MailChimp instance will be displayed. There is also a link "Reset connection" that you can use to disconnect the connection so you can reconnect with MailChimp.
Data exchange shows the total number of unique profiles that have been imported or exported via the connection. Note that these are unique profiles - if the same profile is exported multiple times, it is counted as 1.
Import data into BlueConic
This is where you configure what MailChimp data should be imported into BlueConic. An import goal defines how to enrich BlueConic profile with data imported from MailChimp. Add multiple import goals by clicking the [Add goal] button. Follow the numbered steps to set up an import goal.
1. Select MailChimp lists to import from
Select one or more lists from MailChimp to import profile data from. You can also indicate whether or not a list is allowed to create new profiles in BlueConic. If you leave the box unchecked, only existing profiles will get their data updated from MailChimp.
Activate the "Save the lists" checkbox if you want BlueConic to keep track of the names of the lists whose data enriched a profile, and select the profile property in which you want to keep that record. To create a new profile property, enter the name and choose "Create Profile Property...".
2. Link identifiers between MailChimp and BlueConic
Determine how BlueConic will match MailChimp subscribers to BlueConic profiles. You can only select a BlueConic profile property that has been designated as a "unique identifier". When a MailChimp list contains a subscriber for which BlueConic cannot find a matching profile, either the subscriber will not be imported or a new BlueConic profile is created - depending on the 'Allow to create new profiles' setting for the list. MailChimp subscribers that contain no value for the MailChimp identifier will be excluded from the import.
3. Map MailChimp data to BlueConic
Here you determine how information from MailChimp will be mapped to BlueConic profile properties. Add mapping rules by clicking [Add mapping]. Select the MailChimp field, the BlueConic profile property it should map to and select how the value should be imported: "Set" to always set the value, "Set if empty" to only set the value if the profile didn't have a value yet, "Add" to add another value to the list or "Sum" to add a numerical value to the value in the profile.
Delete any mapping rule by clicking the "x" icon that appears on the right when you hover over the rule.
To run the connection, see the steps outlined below in Running the connection.
Export data into MailChimp
Here you configure how data from BlueConic will be exported into MailChimp. You can enrich the data of existing subscribers in MailChimp with data from BlueConic, or subscribe visitors to lists. Add goals by clicking the [Add goal] button. Then, activate the checkbox, click "Export data into MailChimp" and follow the configuration steps below.
1. Select a BlueConic segment to export profile data from
You will need to select the segment that profiles need to be a part of in order to qualify for being exported.
In the top right-hand corner, the number of profiles available for the export appears.
This number shows how many profiles meet the conditions for the selected segment (for example, they have an email address and gave required consent for an objective) and therefore are available for the export. BlueConic tries to export only the profiles that have changed since the last export. This number of profiles exported may be lower than the number displayed here.
2. Select MailChimp lists to export to
Here you select one or more MailChimp lists to export BlueConic information to.
3. Link identifiers between BlueConic and MailChimp
Determine how BlueConic will match BlueConic profiles to MailChimp subscribers. Matches are made based on the email address in MailChimp, and you can only select a BlueConic profile property that has been designated as a "unique identifier". If no matching MailChimp subscriber can be found for a BlueConic profile, no data will be exported. That is, unless the "Allow BlueConic to create new subscribers in MailChimp" option is checked - in which case a new subscriber will be created and added to all lists.
Profiles without a value for the selected profile property will be omitted in the export.
4. Map BlueConic data to MailChimp
This is where you map the actual information from BlueConic to MailChimp. By adding mapping rules you determine which profile property, identifier or associated segment information goes into which MailChimp field. Click Add mapping to add a new mapping rule for a property, or click Add multiple mappings to add rules for a number of properties.
Each mapping rule consists of a BlueConic selection on the left-hand side, and the MailChimp field it should map to on the right-hand side. Click the BlueConic icon to open a drop-down menu where you can switch among the types of information you can export. Pick one of these options for matching:
- BlueConic profile identifier: The unique identifier for a profile.
- Associated segments: All segments, or a selection of one or more specific segments that the profile is associated with.
- Profile property: The value of a specific profile property.
- All viewed interactions (all time): The interactions that the profile has seen.
- Permission level: The permission level set in the profile.
- Text value: Enter any static text.
MailChimp fields have a restriction of 255 characters. If a BlueConic profile property value contains more than 255 characters it will be truncated when transmitting the data to MailChimp.
Associated segments can be narrowed down by clicking the segment name; here you can choose between all associated segments of a profile, or only a selection of segments. You can also replace the names of the selected segment with the value you want stored in MailChimp. Leave the field empty to use the BlueConic name of the segment.
5. Optionally allow the creation of new MailChimp subscribers
Activate the "Allow ..." checkbox to allow BlueConic to create new subscribers in MailChimp when none can be found. If you do not activate this checkbox, nothing will happen when BlueConic cannot find a match for a profile.
The "Remove ..." checkbox will not only synchronize additions to the list based on the segment (of step 1), but also removals. If the checkbox is active and BlueConic detects members of the MailChimp list that are not part of the selected segment in step 1, BlueConic will remove these subscribers from the list. Effectively BlueConic will keep membership of the segment selected in step 1 and the list in sync.
Running the MailChimp connection
- At the top of Set up and run, turn the connection on and be sure to Save your settings.
- On the Set up and run page, scroll down to the Run history section.
- To start the import and export manually, click the Run now button.
- To schedule the import and export for a future date, click the Settings icon . Select how to schedule the import by choosing an option from the drop-down list:
- Number of times per day
- Days of the week
- Days of the month
- Weekday of the month
For more information, see Scheduling Connections.
Connections can be added to Objectives, allowing for privacy management of the information that is being picked up. A connection will only process the profiles of visitors who have consented to at least one of the objectives that the connection is linked to.
The MailChimp Connection is a standard plugin.