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6.5. The integration functionality
Rubi Contacts Grid
Grid containing the contacts for the selected report has the following functionality:
- Columns chooser - Allows to select which columns should be visible for the grid.
- Search – Allows to filter the grid. Search is performed on all columns.
- Export – Selected Rubi contacts are exported to the Mailchimp audience. See the "Export Rubi Contacts" section for further details.
- Update – Selected Rubi contacts are updated in Mailchimp. See the "Update Rubi Contacts" section for further details.
- Synchronise – Selected Rubi contacts are synchronised with Mailchimp. See the "Synchronise Rubi Contacts" section for further details.
- Select All Contacts – Checks all visible contacts. If any filters were used, only the filtered contacts are selected.
Mailchimp Members Grid
Grid containing the members for selected Mailchimp audience has the following functionality:
- Search – Allows to filter the grid. Search is performed on all columns.
- Archive – Selected Mailchimp members are archived in the Mailchimp audience. See the Archive Mailchimp Member section for further details.
- Select All Members – Checks all visible members. If any filters were used, only the filtered members are selected.
Export Rubi Contacts
- To export Rubi contacts to Mailchimp, locate the contacts in the Rubi Contacts grid with a "missing" or “archived” status.
- Check the checkboxes next to the Rubi contacts to select them for export.
- Click the green button at the top of the Rubi Contacts grid to export the selected contacts to Mailchimp.
Note:
- See "Controlling Integration’s Contact Information" section in the related page for more details on what contact data is exported to Mailchimp.
- When exporting contacts with an “archived” status, the contact will be unarchived in Mailchimp and will have the status prior to what it was before archiving.
- If more than 100 contacts are selected for export, they will be processed in a batch. Batch progress is displayed underneath the Mailchimp account name. You can cancel the batch at any time before it finishes. See the "Cancelling Batch" section for more information.
Update Rubi Contacts
- To update Rubi contacts in Mailchimp, locate the contacts in the Rubi Contacts grid with a status other than “missing”, “archived”, or “cleaned”.
- Check the checkbox next to the Rubi contacts to select them for update.
- Click the orange button at the top of the Rubi Contacts grid to update the selected contacts in Mailchimp.
Note:
- See "Controlling Integration’s Contact Information" section on the related page for more details on what contact data is updated in Mailchimp.
- If more than 100 contacts are selected for update, they will be processed in a batch. Batch progress is displayed underneath the Mailchimp account name. You can cancel the batch at any time before it finishes. See the "Cancelling Batch" section for more information.
Synchronise Rubi Contacts
- To synchronise specific Rubi Contacts with Mailchimp, locate the contacts in the Rubi Contacts grid with a status other than “archived” or “cleaned”.
- Check the checkbox next to the Rubi contacts to select them for synchronisation.
- Click the black button at the top of the Rubi Contacts grid to synchronise the selected contacts with Mailchimp.
To synchronise all Rubi Contacts, contained within the selected report, with Mailchimp, click the "Synchronise All Contacts" button located in the top right corner of the page.
Note:
Please see the "Synchronisation" section for further details on what steps are performed during this process and how it’s done.
Obsolete Contacts
Contacts that are marked in Rubi as “Contact Left”, “Do Not Contact”, or aren’t marked to receive emails and are subscribed to the Mailchimp audience will be highlighted with a red exclamation mark.
After hovering over this icon, a tooltip will be displayed with the information about why the contact is determined as obsolete (e.g. “Contact is marked as do not contact”).
Archive MailChimp Members
- To archive Mailchimp members, locate the members in the Mailchimp members grid with “subscribed” or “unsubscribed” status.
- Check the checkboxes next to the members you wish to archive in the Mailchimp members grid.
- Click the red button at the top of the Mailchimp members grid to archive the selected members in Mailchimp.
Note:
- Only members with a “subscribed” or “unsubscribed” status can be archived in Mailchimp.
- If more than 100 members are selected for archive, they will be processed in a batch. Batch progress is displayed underneath the Mailchimp account name. You can cancel the batch at any time before it finishes. See the "Cancelling Batch" section for more information.
Synchronisation
Synchronisation can be run either for selected Rubi Contacts (button next to “1” on the above image) or all Rubi Contacts (button next to “2” on the above image) contained within the selected report.
Please see the "Synchronise Rubi Contacts" section to see how to synchronise selected Rubi Contacts only.
The synchronisation process consists of the following steps:
- Rubi’s contacts’ property “Receive Email” will be unticked for contacts that have unsubscribed but have currently the “Receive Email” ticked.
- Export missing contacts (contacts with “missing” Mailchimp Status). See "Controlling Integration’s Contact Information" section on the related page for further details on what data can be exported.
- Update existing contacts (contacts with Mailchimp Status other than “missing”, “archived” or “cleaned”). See "Controlling Integration’s Contact Information" section on the related page for further details on what data can be updated.
- Archive obsolete contacts in Mailchimp audience - contacts that are marked in Rubi as “Contact Left”, “Do Not Contact”, or have “Receive Email” property unticked (aren’t marked to receive emails) and are subscribed to the Mailchimp audience.
Note:
If there are more than 100 members to process, the synchronisation is processed in a batch. Batch progress is displayed underneath the MailChimp account name. You can cancel the batch at any time before it finishes. See the "Cancelling Batch" section for more information.
Cancelling Batch
If the number of members to process exceeds 100, the action is performed in a batch that is handled completely by Mailchimp. Batch progress is displayed underneath the Mailchimp account name.
You can cancel the batch at any time before it finishes by clicking the “Cancel Batch” button.
See the screenshots below on how a batch operation is presented on the comparison page.
Note:
If the batch is cancelled once it has started, all actions that Mailchimp has already performed cannot be reverted.
1. Indication that the request will be processed in a batch – progress information under the account name and a notification in the bottom right corner.
2. Progress message and batch cancel button.
3. If the batch is cancelled, the above message will be displayed under the account name (in the same place batch progress was displayed).