Mailchimp - getting started

Donorfy Lists sync with Mailchimp Lists so you never have to enter the same information into both systems.

What it does

A Donorfy List can contain many Constituents, and some will have chosen email as their preferred means of hearing from you. The Donorfy-Mailchimp connector ensures those Constituents appear in the corresponding Mailchimp List so that you can then send them your Mailchimp Campaigns. It also means that any subscriber added to Mailchimp (either via a Mailchimp online form or being added manually to the list) is added to Donorfy - as long as the Lists are already connected to one another (see below).

For a more detailed  explanation of how the sync works see the article 'Mailchimp - how it works'.

Important please be aware that the sync can unsubscribe people from your Mailchimp List based on data you have in Donorfy.

Getting Started

You need to do the following in Donorfy:

Create the Donorfy list you want to sync to your Mailchimp List - see knowledge base article Creating a Constituent List

The type of list and contact details to use are important as they control the way the sync works.

Important

  1. The type of list must be either Manual or Combined - this is because List Tags are used to include and exclude constituents from the Mailchimp list. If your list is a Filtered list it will be changed to a Combined list during the initial synchronisation.
  2. A  Mailchimp list should only be sync'd to one Donorfy list - otherwise, as 2 Donorfy lists could contain different constituents, you would end up with a situation where people where being continually subscribed and unsubscribed from your Mailchimp list 

Contact Details to use

  • If you intend to use your Donorfy Constituent List to contact constituents by a variety of channels (phone, address etc) you should choose one of the use default options for 'contact details to use'  - i.e. do not select 'ignore communication preferences'. Note constituents could be unsubscribed from your Mailchimp list during the sync if their communication preferences are for channels other than email. For example if your List is for a newsletter mailing this is probably the appropriate way to set it up, so they will receive the newsletter in the way they chose.
  • If you intend to only contact the constituents on the List by email then choose 'ignore communication preferences' as the contact details to use - this means as long as we can email them they will be sync'd with Mailchimp and included in the Mailchimp List. For example if you are emailing everyone on a committee, regardless of their communications preferences - this is the way to set it up.

Find your Donorfy API key - see the knowledge base article How to find your API Key for help with that.

The next thing you need to do is set some things up in Mailchimp - you can sync your Donorfy list to an existing Mailchimp List or create a new Mailchimp List.  

  • Log into Mailchimp with your admin account.
  • Find the existing Mailchimp list you want to use or create a new one.

You need to create a web hook so Mailchimp can send changes to Donorfy

  • Click on the Mailchimp Settings Menu - choose the webhooks option 
  • Press the Create New Webhook button
  • In the field CallbackURL enter the Donorfy webhook URL followed by your Donorfy API key  i.e. https://api.donorfy.com/api/MC/YourDonorfyAPIKey  your entry make look like https://api.donorfy.com/api/MC/ABCDEFG - see knowledge base article How to find your API Key
  • Make sure you are not sending updates made via the api  - i.e. don't tick the 'via the API' box

  • Save your changes

Generate a Mailchimp API key

  • Generate a Mailchimp API key (in Admin | Account | Extras | API keys - click Create A Key button. Mailchimp will create a unique API key for your account and display it:

  • Copy the API key to the clipboard (Ctrl+C).

Go back to Donorfy

  • Find the Constituent List that you wish to sync with Mailchimp.
  • Choose the Mailchimp tab.
  • Enter the Mailchimp API key generated above in the API key field (Ctrl+V to paste it from the clipboard) - press the tick button on the end of the API Key field
  • Select the Mailchimp list name from the dropdown box. 
  • Press the Start Synchronisation button

This sets up the synchronisation process which updates Mailchimp based on changes in Donorfy.

The sync runs is scheduled to automatically run in the background.  You can manually start a sync by press the Sync Now button on the Mailchimp tab - that will start the sync running in background.

The first time the list is sync'd people who have subscribed to your Mailchimp list will be added to Donorfy - this means the first sync can take longer than normal. 

Congratulations! You've set up the sync between the email Constituents on a Donorfy List with subscribers to a Mailchimp List.

The synchronisation is automatic from this point on, but see the Mailchimp - resolving conflicts article to find out what to do when the sync needs a human to make a decision.

Please note the there is a delay in the synchronisation: changes made in one system (Donorfy or Mailchimp) may take up to an hour to show up in the other system.

Have more questions? Submit a request

Comments

  • Avatar
    Simon

    Got there eventually, but tricky to follow for first time.

    Would be helpful if the links to other help articles were hyperlinked - spent lots of time opening new or duplicating Donorfy tabs to track down the relevant articles.

    More images would be handy too to break up the text.

    As I said, I managed to sort out the synchronisation in the end, so that was a decent outcome.

Powered by Zendesk