Integrating with Mailchimp (Email)
In this article
Introduction
Creating a Mailchimp account
Creating a mailing list
Completing the integration in ChurchSuite
Introduction
Mailchimp is an email marketing campaign service that can be used to produce a wide range of emails and newsletters. Completing the integration allows you to synchronise recipient contacts in selected Address Book Tags (or even 'all contacts') with a subscriber Audience in a Mailchimp account.
You can choose between 'one-way' and 'two-way' syncing - contacts in the Address Book belonging to a sync Tag will carry over to the Mailchimp Audience (one-way) - or contacts in the Mailchimp Audience not in the Address Book sync Tag are removed from the Audience so that the list in Mailchimp always matches the sync Tag (two-way). Contact details in Mailchimp will automatically sync with the Address Book each night to ensure that your mailing lists are always up-to-date on both platforms!
Creating a Mailchimp account
To complete the integration you will first need a Mailchimp account. If your organisation does not already use MailChimp you can sign up free of charge from their website.
Creating a mailing list
If your organisation does not currently use Mailchimp, opening an account will create an empty Audience ready for you to add or import subscribers. Customers with an existing Mailchimp account can use the Manage Audience drop-down list to View audiences.
From the Manage Audience drop-down, select Settings and review the Audience name and defaults to make sure you are happy that the audience is suitably named and that the Campaign Defaults have the correct sender details.
Once you have entered all the details for a new mailing list, click Save Audience and Campaign Defaults at the bottom of the page to complete the process.
Completing the integration in ChurchSuite
Having successfully created a Mailchimp account, head into ChurchSuite and navigate to the Integrations section in your Account Settings. From the list of integrations click on Mailchimp.
Click Start.
On the next screen enter the Username and Password for your Mailchimp account and click Log In.
You'll be prompted to Authorize ChurchSuite - click Allow.
You are returned to the Mailchimp integration page in ChurchSuite. Note the Audience Name is listed. Each time you add a new Audience in Mailchimp you must click Reload to see the updated audience list on the integration page.
You can select which fields are transmitted to your Mailchimp Audience from ChurchSuite during a "sync", giving you control over what data you share from ChurchSuite into Mailchimp. To remove certain fields, change the Sync fields options. These optional fields can be helpful when you want to segment an audience in Mailchimp. Alternatively, you can restrict the sharing of these information fields if you wish.
By default, each Audience will have --No auto-sync-- specified. For each audience, use the drop-down list to select the Tags in ChurchSuite that you want to synchronise to Mailchimp. For any Audiences that you don't wish to sync with ChurchSuite, leave them set as --No auto-sync--.
Clicking the Sync button for any list (or the Sync All button) will run the sync process for the first time. Existing tagged contacts not already in the Audience are added as new subscribers. In future, any new/edited contacts in the Auto-Sync Tags will have their details synced and added/edited within that Audience in Mailchimp. Contacts deleted from the Tag will remain in the Audience - this is called a 'one-way' sync.
If you enable 2-Way Sync, contacts in your Mailchimp audience not in the Auto-Sync Tags are removed from the Audience - the Tag and your Audience subscriber list will precisely match.
Warning before enabling 2-way sync!
You may have existing subscribers in your Mailchimp Audience that do not have a matching Address Book contact. Enabling "2-way Sync" will delete those unmatched subscribers from the Audience and only retain the contact recipients in the "Auto-Sync" Tag. This is often useful for auto-removing a subscriber when an Address Book contact is archived or if they opt out in ChurchSuite (perhaps using a Smart Tag to match opted-in subscribers). Care should be taken to ensure subscriber data is not unintentionally deleted.
Couples who share an email address
A Mailchimp audience is essentially a list of subscriber email addresses. An email address can only exist once in an audience, although the same email address can be subscribed to multiple audiences.
If you have couples in ChurchSuite that share the same email address and where both partners are in your Mailchimp sync tags, only one instance of that email address will be synced, which may result in a discrepancy between your total number of sync-tagged people and your subscribed audience total. Similarly, one partner can't unsubscribe their email address from an audience while the other partner remains subscribed to the same audience - the shared email address only exists once in a Mailchimp audience.
Intended functionality
Note that new Address Book contacts are never created by the Mailchimp integration, and neither are Address Book contacts ever deleted by the integration.
If you add a subscriber to an Audience in Mailchimp with two-way sync enabled, that contact will 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 an Audience, you should only use one-way sync, so that they are not removed from the Audience when syncing with ChurchSuite by a two-way sync.
If a Mailchimp subscriber unsubscribes, that record is retained against the Audience, ensuring that the subscriber is excluded from the distribution list of future emails to the Audience. Mailchimp "Unsubscribe" requests do not change the communication options of people in ChurchSuite - there is no link between an Address Book contact's "Receive general emails" setting in ChurchSuite and an Audience subscriber's opt-in/out status. In this regard, people can choose to opt out of the Mailchimp Audience and remain opted into general ChurchSuite emails.
Let's consider some example scenarios...
Scenario 1. You add a person to the Address Book and add them to the Tag that's set to sync with a Mailchimp Audience (assuming the person has consented to receive your Mailchimp communications!) With both 1-way and 2-way syncing enabled, that person will be added to Mailchimp and opted in to receive Mailchimp communications.
Scenario 2. As per scenario 1, that person now opts out of ChurchSuite communications by setting "Receive Emails = No", perhaps in My ChurchSuite, or they click an 'unsubscribe' link in a ChurchSuite email. That person will now cease to receive ChurchSuite general emails; but as long as they remain tagged, they'll remain in your Mailchimp Audience for both 1-way and 2-way syncing and will continue to receive Mailchimp emails as they've still opted into your Mailchimp Audience. If you un-tag that person, 2-way syncing will remove the person from your Mailchimp Audience.
Scenario 3. A person not in your Address Book subscribes to your Mailchimp Audience - perhaps via a link on your website. With 1-way syncing nothing happens in ChurchSuite, they're opted into your Mailchimp Audience and will receive your Mailchimp emails only. With 2-way syncing, they'll be deleted from the Audience on the next 2-way sync, as they don't exist in the Address Book. With 2-way syncing, your ChurchSuite Tags are considered the authoritative source and since they're not in the Address Book they'll be immediately removed from the Mailchimp Audience on the next 2-way sync. They'll therefore receive no Mailchimp emails. 2-way sync would not be suitable where you expect subscribers from outside your Address Book. 2-way sync is, however, appropriate for something like a Leader's subscriber list where only leaders in the Leader Tag should receive Leader communications and anyone not in the Leader tag should not be a recipient of your Mailchimp leader emails.
Note: Sometimes organisations use Mailchimp incorrectly by trying to create a single Audience and use 'segments' to manage the different groupings within the Audience. The problem is that 'unsubscribe' is a complete unsubscribe from the Audience, not an 'unsubscribe' from a segment. Therefore multiple Audiences for different purposes is the best approach so that unsubscribing from one Audience doesn't affect a subscription to other Audiences e.g. someone might unsubscribe from your weekly e-news sheet Audience, but can remain subscribed to your monthly church mission update emails.
Scenario 4. A person is in the Address Book sync tag and the Mailchimp Audience. They click 'unsubscribe' in a Mailchimp email you've sent, meaning they're unsubscribed from any future Mailchimp emails to that Audience. Emails sent through ChurchSuite are still sent as long as the person remains opted in to "Receive general emails". If 2-way syncing is enabled they won't be added back to the Mailchimp Audience - instead, Mailchimp will report an error in the integration sync logs during the next sync process. If they do wish to re-subscribe to the Mailchimp Audience, the church would need to log in to Mailchimp and remove them from Mailchimp's unsubscribe list and then they would be re-subscribed and tag-syncing would resume without error.
Scenario 5. A person updates their email address in My ChurchSuite. If they're in a sync tag, they'll be added to Mailchimp as a new subscriber with that new email address. Their old Mailchimp subscription will remain until they unsubscribe from the MailChimp Audience. The exception would be with 2-way syncing, where their old subscription would be deleted and replaced by their new subscription.
Scenario 6. A person updates their email address in Mailchimp. No changes are made to the email address held in your ChurchSuite Address Book. With 1-way syncing, they'll continue to be synced to their old Mailchimp subscription and Mailchimp emails will go to both email addresses. With 2-way syncing they'll be immediately deleted from the Mailchimp Audience on the next sync for the same reason outlined in Scenario 4 - ChurchSuite's authoritative tag source will see the different email addresses as two different people and remove the new email address subscriber and keep the one that matches with the ChurchSuite Address Book.
Scenario 7. If you're adding people to your Mailchimp lists outside of ChurchSuite then it's through Mailchimp that those lists are managed and not through ChurchSuite. From a data protection perspective, Mailchimp consent differs from ChurchSuite consent, and each is managed separately. As a Data Controller, you are responsible for communicating how personal data is processed by your organisation (typically through a Privacy Notice) and whether any data is shared with third-party Data Processors, like Mailchimp. Appropriate consent should be solicited at the point the personal data was submitted to them. In this regard, ChurchSuite is not a Controller.
ChurchSuite auto-syncs with Mailchimp once every 24 hours. You can click to force Sync all audiences listed, or individual audiences at any time.
It's also possible to select Sync tags. Where Tags are enabled under the Sync fields, this option enables organisations to choose which Tags to sync to their Mailchimp Audience. These can then be used within Mailchimp's Audience filtering to create subsets and groups within one master Audience; in other words, some of your ChurchSuite Tags can be made visible within 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.
Important: Sync tags
Mailchimp added its Tag functionality after ChurchSuite added the ability to sync ChurchSuite "tag names" to MailChimp. Synced "ChurchSuite tag names" do not map to Mailchimp's tags - instead, the sync task copies over a comma-separated string of 'tag names' into a custom field in the Mailchimp Audience called 'Tags', which should not be confused with Mailchimp's tags! We cannot map ChurchSuite tag names to Mailchimp tags over the Mailchimp API.
For example, if you were syncing your ChurchSuite tags 'Tag 1', 'Tag 2' and 'Tag 3' and "John Smith" was in tags 1 and 3 in ChurchSuite, then the 'Tags' field in John's Mailchimp profile would read as "Tag 1", "Tag 3". The quotation marks can be used to filter exact ChurchSuite 'tag names'.
Now, whenever you add new contacts to the Tags in ChurchSuite that you've set to sync to a Mailchimp Audience, 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 4 pm GMT and updates the logs at 6 pm GMT), which will cause the details of the contacts in that Audience to update automatically.
Within the Mailchimp integration, we've included a helpful Sync log, visible at the bottom of the page. Whenever you click to Sync a list (and at 4 pm 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 been completed (and at 6 pm 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 successes/errors. Clicking +More opens a detailed Sync Log so that you can investigate any issues.
The Sync Log is sorted in alphabetical email address order - determined by Mailchimp. Against each subscriber, you will see either Subscribed or Unsubscribed. Any errors are highlighted in red, along with the Mailchimp error messages and, for some errors, 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 emails sent through Mailchimp.