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6.3. Setup
Before using the Mailchimp integration, ensure the following:
- Rubi Reports must return ContactGUID and have "Mailchimp" included in their name.
- All necessary filters regarding communication preferences must be in place.
- All Mailchimp system properties are set to suit your integration needs. See Controlling Integration’s Contact Information section for further details.
Controlling Integration’s Contact Information
The Mailchimp integration can be customised to fit your organisation's needs.
Integration properties can be set in RubiCRM from Main Menu > System > Settings.
You can filter the settings to Mailchimp properties by typing “Mailchimp” in the search field.
Note:
Once you have run the comparison and you make any changes to the above settings, or you update any contact information (membership status, contact’s interests, etc.) you MUST rerun the comparison for the system to pick up all the updates and changes.
Export Contact Interests to Mailchimp as tags
Set the value to “True” if you wish to export or update RubiCRM contacts’ interests as Mailchimp tags.
For a contact interest to be assigned to a contact, the contact interest must be ticked for the contact in RubiCRM under the “Receive Email” column.
See the screenshot below for reference.
Tags created in Mailchimp for contact interests have the following format:
- Rubi CI: Interest Name
As an example, for the contact on the screenshot above, the following Mailchimp tags will be created and assigned to the member:
- Rubi CI: Accounts
- Rubi CI: Export Documentation
Note:
When tags are exported or updated, the Mailchimp automation will not fire.
Export Contact Types to Mailchimp as tags
Set the value to “True” if you wish to export or update RubiCRM contacts’ types as Mailchimp tags.
For a contact type to be assigned to a contact, the contact type must be ticked for the contact in RubiCRM.
See the screenshot below for reference.
Tags created in Mailchimp for contact types have the following format:
- Rubi CT: Type Name
As an example, for the contact on the screenshot above, the following Mailchimp tags will be created and assigned to the member:
- Rubi CT: Billing
- Rubi CT: Key Contact
Note:
When tags are exported or updated, the Mailchimp automation will not fire.
Export Membership/Customer Status to Mailchimp as a tag
Set the value to “True” if you wish to export or update Rubi contacts’ membership/customer status as a Mailchimp tag.
Tags created in Mailchimp for membership/customer statuses have the following format:
- Rubi MS: Membership Status
Example tags that will be created and assigned to members in Mailchimp are:
- Rubi MS: Full Member
- Rubi MS: Not Yet Renewed
Note:
- If membership is assigned to a contact individually and also to the primary record (company), the contact’s membership status takes precedence over the primary record's (company’s) membership status. If a contact does not have membership assigned individually, the primary record's (company’s) membership status is used.
- When tags are exported or updated, the Mailchimp automation will not fire.
Export Membership Type to Mailchimp as a tag
Set the value to “True” if you wish to export or update Rubi contacts’ membership type as a Mailchimp tag.
Tags created in Mailchimp for membership types have the following format:
- Rubi MT: Membership Type
Example tags that will be created and assigned to members in Mailchimp are:
- Rubi MT: Premium (1-5)
- Rubi MT: Gold Member
Note:
- If membership is assigned to a contact individually and also to the primary record (company), the contact’s membership type takes precedence over the primary record's (company’s) membership type. If a contact does not have a membership assigned individually, the company’s membership type is used.
- When tags are exported or updated, the Mailchimp automation will not fire.
Export Business Category to Mailchimp as a tag
Set the value to “True” if you wish to export or update Rubi Business Category as a Mailchimp tag.
Tags created in Mailchimp for business categories have the following format:
- Rubi BC: Database Provider
Note:
- When tags are exported or updated, the Mailchimp automation will not fire.
Export Contact Address Information to Mailchimp
Set the value to “True” if you wish to export or update Rubi contacts’ address information. All address lines, county, postcode and country information is passed to Mailchimp.
Note:
You need to create the Address Merge Field in Mailchimp and use “ADDRESS” as the field tag for the integration to export or update contacts’ address information.
See Adding merge fields in Mailchimp section for more details. Adding merge fields in Mailchimp.
You can create merge fields in Mailchimp by accessing the Audience > All Contacts > Settings > Audience fields and *MERGE* tags page.
On the merge fields page, click the Add Field button and for the field type, select “Address”.
See below steps with screenshots on how to set this up. Follow the instructions below on how to add Mailchimp merge fields.
1. Navigating to Audience fields and *MERGE* tags page.
2. Adding a merge field.
3. Selecting a field type.
4. Renaming the field tag.