Integrating with MailChimp (Email)

MailChimp is an email marketing service that allows you to produce a range of beautiful newsletters and marketing materials for your church. Completing our integration with MailChimp enables you to synchronise a particular Tag (or series of Tags) in the Address Book with the mailing list(s) in your MailChimp account.

You can choose between 'one-way' and 'two-way' sync, so that contacts in ChurchSuite that are part of that Tag will carry over to populate your mailing list in MailChimp (one-way), or so that contacts in your mailing list that are not in your Tag are removed from the mailing list so that the two lists always match (two-way). Additionally, the contact details in MailChimp will automatically sync with the Address Book each night, ensuring that your mailing lists are always up-to-date!

In this article

Creating a MailChimp account
Creating a mailing list
Completing the integration in ChurchSuite

Creating a MailChimp account

The first thing that you will need to complete this integration is a MailChimp account for ChurchSuite to integrate with. If your church does not already use MailChimp you can sign up for free from their website.

Creating a mailing list

If your church does not already use Mailchimp (or if you do, but don't intend to sync your Tagged contacts with an existing mailing list) then you will also need to to create a new mailing list for your Tag contacts to sync with.

To do this, begin by accessing the "Lists" section within your MailChimp account.

Next, click the "Create List" button in the upper right hand corner of the page...

...Enter the details for your new mailing list. Include a name for the List, as well a name and email address from which emails sent to that mailing list will be shown as originating from.

Once you have entered all of the details for your new mailing list, click "Save" to complete the process.

Completing the integration in ChurchSuite

Having successfully created a MailChimp account for your church and having a mailing list to sync with (see above), log in to ChurchSuite and click through to the "Administrator" menu and select "Integrations". There you will see a list of all of the integrations that are installed on your account. Click on the MailChimp integration.

On the next screen you will see a progress bar partially filled yellow, indicating the integration progress. Click "Save and Proceed" to continue with the first Stage.

On the next screen enter the username and password for your MailChimp account and click "Log In".

You are now returned to the ChurchSuite integration page. The progress bar is green, confirming the integration was completed successfully. Note that all of your MailChimp mailing lists are now listed.

Each time you add a new list within MailChimp, you will need to click the "Reload lists" button to see the new list in the MailChimp integration page.

By default each list will have "No auto-sync". For each list in turn, select the Tag(s) that you want MailChimp to synchronise with from the "Auto-Sync" drop-down menu. For any lists that you don't wish to sync, leave them set as "No auto-sync".

Clicking the "Sync" button for any list (or the "Sync All" button) will now run the sync process for the first time. Existing Tag contacts not already in your mailing list will now be added to the mailing list as new subscribers. In future, any new/edited contacts that are in the Tag will automatically have their details synced and added/edited within that MailChimp mailing list. However contacts deleted from the Tag will not be removed from the MailChimp list. This is called a 'one way' sync.

If you select "2-way Sync", contacts that are in your MailChimp list but are not in your "Auto-Sync" Tag will be removed from the mailing list - essentially your Tag and mailing list will match.

Warning

You may have existing subscribers in your MailChimp list that do not have a matching Address Book contact. Enabling "2-way Sync" would delete those unmatched subscribers from your MailChimp list, and only retain those contacts in your "Auto-Sync" Tag. This is often useful for auto-removing subscribers when an Address Book contact is archived, but care should be exercised to ensure subscriber data is not unintentionally deleted.

Note

Note that new Address Book contacts are never created by the MailChimp integration, and neither are Address Book contacts ever deleted by the integration. So, if you add a subscriber to a mailing list in MailChimp, with two-way sync enabled, that contact would be immediately deleted during the next sync. Therefore, with two-way sync you should add new subscribers to your Address Book Tag. If you use MailChimp to receive new subscribers to a mailing list, you should only use one-way sync, so that they are not removed from the MailChimp list when syncing with ChurchSuite.

If a subscriber unsubscribes, that record is retained against the MailChimp list, ensuring that former subscriber is excluded from the distribution list of future emails to that mailing list. "Unsubscribe" notifications do not pull back through the integration to your Address Book contacts.

Note that you can click "Sync All", or "Sync" for a particular list, to force a synchronisation at any time.

It's also possible to select "Sync tags". The tags. This option enables churches to choose a selection of tags to sync over to their MailChimp list. These can then be used within the filtering to create subsets and groups within one master list; in other words, your ChurchSuite tags can be made visible in Mailchimp so that you can use them to create bespoke groupings within your master mailing list based on the contacts in your ChurchSuite tag groupings.

Click "Finish" to complete the integration.

Now, whenever you add new contacts to the Tag(s) that you've set to sync to your MailChimp mailing, you can click the "Sync Now" button to have those carried over immediately, if you wish. Alternatively, ChurchSuite syncs with MailChimp each day (at approximately 4pm GMT and updates the logs at 6pm GMT), which will cause the details of the contacts on that mailing list to update automatically.

Within the MailChimp integration we've included a helpful activity log, visible at the bottom of the page. Whenever you click to Sync a list (and at 4pm GMT each day for the daily auto-sync), a "Pending" note is logged, confirming that the sync is in progress. Depending on the size of your mailing list, syncing can take time. A "Finished" note is logged when the process has completed (and at 6pm GMT for the daily auto-sync).

Once you click "Sync" or "Sync All", you can safely navigate away from the Integration page if you wish; the sync process will continue in the background and add a "Finished" note to the activity log when it is completed.

The "Finished" change log includes a summary of the operations completed and the success/errors. Clicking "+More" opens a detailed Sync Log (see below) so that you can investigate any issues.

The Sync Log is sorted in alphabetical email address order (determined by MailChimp, and beyond our control to change the order). Against each subscriber you will see either "Subscribed" or "Unsubscribed". Any errors are highlighted in red, along with MailChimp's error messages and an option to click through for more information about the issue. Note that MailChimp will not include subscribers with errors in the distribution list of any mailings sent through MailChimp.

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