Configuring MailChimp to make it work with Campaignion

The following is valid for all Campaignion Out-of-the-Box installations. If you have a customised version, there might be slight differences. Feel free to ask support when in doubt!

Adding merge fields/tags step-by-step

  1. open the list(s) you'll be using in MailChimp
  2. go to Settings --> "List fields and *|MERGE|* tags"
  3. scroll to bottom --> "Add a field"
  4. choose type "text"
  5. name it "Tags"
  6. replace the "MMERGE1"-text (number is variable) with "TAGS"
  7. repeat until you have all the fields you need.

Campaignion offers the following standard merge fields:

  • EMAIL       --> for the email address
  • FNAME       --> for first name
  • LNAME       --> for last name
  • SALUTATION  --> Mr, Mrs, Ms, ...
  • TITLE      --> Dr., Prof, ...
  • GENDER    --> m, f
  • DOB         --> for the date of birth
  • COUNTRY  --> for a country chosen in a form field
  • ZIP          --> zip code / post code
  • CITY         --> might also be a village ;-P
  • REGION     --> or State
  • STREET     --> for the Street / Address1 field
  • CREATED  --> when was this supporter added to the MailChimp list?
  • UPDATED  --> when was this supporter last updated?
  • TAGS        --> auto-segmentation tags you've added in your online action get synchronized, too

 

It should then look something like this:

 

Adding your own fields to MailChimp

Apart from the standard fields listed above you can add any of your custom fields from your Campaignion webform by adding the Campaignion form key in the MailChimp merge field. 
However, please be aware that it will be necessary to have en email optin activated on that same webform, for this to work.

 

Subscribe your supporters to MailChimp interest groups

If you add a tag to (subscribed!) supporters with the tag name (exactly) matching the name of an interest group in the list the supporters are subscribed to, then they are added to this interest group automatically. The most simple way to achieve this is to add the tag to the action under Advanced Settings --> Auto segmentation. You can find a complete description on how to add tags to your supporter records in our article about the supporter segmentation.
Please note that there is a limit of simultaneous 60 groups in MailChimp. To find your current groups in a MailChimp list, go to the Manage contacts tab, there click on groups and then on view groups in the interesting group cluster.

Bear in mind that the tag field in MailChimp is limited to 256 characters, so we recommend using short, lower case names for your MailChimp interest groups. If you exceed the 256 character limit in the MailChimp tags field Campaignion will continue to sync the group names with tags set in the Campaignion action. This means that new or updated subscribers will still be added to the correct interest group, but the tag won't be recorded in the tag field. 

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