You can update a Mailchimp audience (formerly list) from one or more Constituent Lists - to do this you must either be an administrator in Donorfy or have Can Update Mailchimp permission allowed under Data lists - see this article for more information.
Create your Constituent List and add any filters you need - then from the buttons above the results press the Mailchimp button - choose the Mailchimp audience you want to update and press Preview Update - this will start the update running.
The Mailchimp Updates tab will show the status of your sync
Once the preview update has finished you will see a summary of the updates that need to be made to your Mailchimp audience - you can click on the links shown in yellow below to download and view the lists of the constituents who will be added, updated or unsubscribed from your Mailchimp audience. When you have checked the files set the switches (shown in green) to yes for the updates you want to make - press Update Mailchimp to start the update process.
This is how the update works
- NOTE: only one email address will be used to populate Mailchimp, even if the constituent has multiple email addresses. It will use the "preferred" email from the dropdown box in the preference centre. If there isn't one, then it will use the first email found from this sequence of checks: Personal email 1, Personal email 2, Work email 1, Work email 2, Other email 1, Other email 2.
- The following data from Donorfy is used when updating Mailchimp:
- Email address, last name, first name - last name and first name are held in Mailchimp merge fields.
- Donorfy tags and purposes will be used to update Mailchimp tags and interests as specified by your settings - see this article. Important this can lead to Mailchimp tags and interests being removed from audience members as well as added.
- If a constituent
- appears on both the Donorfy list and the Mailchimp audience we will check their details in Mailchimp match their details in Donorfy
- appears on the Donorfy list but not the Mailchimp audience they will be added to the Mailchimp audience
- has been blocked for email they will be unsubscribed from the Mailchimp audience
- Note that no information held in Donorfy will be modified during this process - to update Donorfy from Mailchimp see this article
- Anyone who has been unsubscribed from a Mailchimp audience will not be re-subscribed by the update from Donorfy, however, the update will not mark the corresponding constituent in Donorfy as being blocked for email
- It is possible for multiple Donorfy constituents to share the same primary email address - if the multiple constituents sharing an email address appear on a Donorfy list being used to update Mailchimp, the constituent with the higher/highest constituent number takes priority
- You can update one Mailchimp audience from multiple Donorfy lists if you need to
NOTE: if a contact has been deleted from the Mailchimp audience using "delete and remove", it cannot be added again by the Donorfy-->Mailchimp update. The only way to add them back into the audience is if they re-subscribe using the form.
If having previewed an update you decide not update your Mailchimp press the Delete button to delete the preview.