Donor Management System
After configuring your Mailchimp Settings in your DMS, you'll just need to sync your DMS Groups or Smart Groups with your Mailchimp account so that both systems can communicate with one another.
To do so, you have two options, either:
- Sync your DMS Group/s with existing Mailchimp Audiences and/or Mailchimp Audience Groups,
or
- Create new Mailchimp Audiences and/or Mailchimp Audience Groups and then sync them with your DMS Groups.
Considerations
- You can only associate one Mailchimp Audience with one DMS Group. Learn more about how to use Mailchimp Audience Groups with multiple DMS Groups in order to segment your Mailchimp list.
- Prior to syncing your DMS Contacts with Mailchimp, we strongly recommend that you perform a backup of all of your Mailchimp subscribers.
Syncing a Single DMS Group with Mailchimp
1. Using your Advanced Search for Contacts, add a Group or Smart Group in your DMS
Example: Create a Group of all of your Contacts in the DMS, filtering out whoever is flagged as Do Not Email and NO BULK EMAILS.
2. Once you've created your Group, on the Manage Groups page, select Settings for your desired Group
Group settings
3. In the popup window that appears, under Mailchimp Settings, select from one of two options:
Mailchimp setting options
- Membership Sync: check this to sync the Contacts of this DMS Group with one of your Mailchimp Audiences on your Mailchimp account (most common scenario).
- Interest Sync: check this to sync the Contacts of this DMS Group with one of your Mailchimp Audience Groups & Groups Names on your Mailchimp account.
Option 1: Membership Sync
4. After selecting Membership Sync, associate this DMS Group with one of your Mailchimp Audiences by selecting from Mailchimp List
Select Mailchimp List
5. Leave "Ensure the list’s webhook settings are correct at Mailchimp when saved" checked for easier backend support
Verify Mailchimp webhook
6. When ready, select Save at the bottom right corner of the page.
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Option 2: Audience Group Sync
4. After selecting Interest Sync, associate this DMS Group with:
- One of your Mailchimp Audiences by selecting from Mailchimp List (1), and
- One of your Mailchimp Audience Groups & Groups Names by selecting a Mailchimp Group (2)
Select Mailchimp interest
5. Then you can select between:
- Subscribers are NOT able to update this grouping using Mailchimp : check this if you want to block your Mailchimp subscribers from updating this Synced DMS Group. This way, only what you change in Mailchimp as an admin will be reflected in the DMS.
- Subscribers are able to update this grouping using Mailchimp : check this if you want to allow your Mailchimp subscribers to update this Synced DMS Group. This way, both your changes in MailChimp as an admin and from your Mailchimp subscribers (i.e. on a Mailchimp Form) will be reflected in the DMS.
Mailchimp Subscriber update options
6. When ready, select Save at the bottom right corner of the page.
Syncing Multiple DMS Groups with Audiences & Audience Groups
If your charity uses Mailchimp Audience Groups & Group Names to further segment your Audiences, you can choose to sync these Audience Groups to equally segmented sub-Groups & Smart Groups in the DMS.
Note: These following steps allow you to sync DMS sub-groups with different Mailchimp Groups (segments), and is necessary if you only have one Mailchimp Audience and no Group segmentation.
Step 1: Sync a DMS Group with a Mailchimp Audience
1. Add a Group or Smart Group
2. On the Manage Groups page, select Settings for your desired Group
Manage Groups page of the DMS
3. Under Mailchimp Settings, you'll have two options:
Mailchimp setting options
Select MailChimp List
5. Leave "Ensure the list’s webhook settings are correct at Mailchimp when saved" checked for easier backend support
Verify Mailchimp webhook
6. When ready, select Save at the bottom right corner of the page.
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Step 2: Add DMS Sub-Groups to the DMS Synced Group
7. Add a Group or Smart Group
8. On the Manage Groups page, select Settings for your desired Group
Manage Groups page in the DMS
9. Under Parent Groups > Add Parent, select the DMS Group that was previously synced with your Mailchimp Audience.
- This action will add the previous group as the DMS Parent Group, which will make the current group a sub-group under the Parent.
Parent Groups
10. Select Save at the bottom right
Step 3: Sync the DMS Sub-Group with the Mailchimp Audience Group
11. Back on the Manage Groups page, your Parent Group and Sub-Group should look like this:
Manage Groups page Groups and Sub-Groups
12. Select Settings for your Sub-Group
13. Then, under Mailchimp Settings:
(1) Select Interest Sync,
(2) Associate the same MailChimp Audience on Mailchimp List,
(3) Associate your desired Audience Groups & Group Names on Mailchimp Group, and
(4) Select your subscriber preferences.
Mailchimp settings for Sub-Groups
14. Select Save at the bottom right
15. Repeat the same process for each Mailchimp Audience Group & Group Names (segments) that you have under a single Audience.