Mailchimp app

Updated 3 months ago

Mailchimp Logo-Horizontal Black

Mailchimp is an online email marketing service for managing contacts, sending email newsletters, and tracking results of your team's email campaigns.

With the Mailchimp app for Beacon, you can keep the two systems in-sync - so there's no need for CSV uploads and manual data entry. And importantly - it means you won't accidentally email someone who's opted out of email communications.

You can export people directly from Beacon to Mailchimp, allowing you to segment people based on supporter data that exists in Beacon - and send them relevant communications in Mailchimp.

link Features

link Export to audience

Want to send an email to a list of people saved in Beacon? Export people to Mailchimp in just a few clicks:

Firstly, you'll need to ensure that your Mailchimp account is connected to Beacon, and that you have a list set up in Mailchimp that you want these people to be exported to.

Then, head to your "People" in Beacon, and select those you'd like to export to Mailchimp

People Import

From there, go the the three dots above - next to where Beacon is showing you how many people you've selected

people export step 2

Click this, and select "Export to Mailchimp" from the dropdown (this will only show if you've connected your Beacon account to your Mailchimp account - if you haven't, find out how to do this here: Mailchimp Install Guide

Mailchimp will then ask you to choose the list you'd like to export these people to. Once you've chosen that, click the "I have permission to email these people" box, and then Export Now

The export can take a bit of time depending on how many people you're trying to export - but once completed you'll be able to contact all of your lovely Beacon contacts through Mailchimp.

link Subscriber import

When someone subscribes to your list in Mailchimp, they will be automatically added as a person in Beacon.

The following fields in Mailchimp will be imported: (if specified)

  • First name
  • Last name
  • Email address
  • Phone number
  • Address

Additionally, you can use "fixed data", to ensure that your subscribers flow into Beacon categorised in the right way:

Screenshot 2020-04-10 at 12.28.22

link Email logging

When you send a campaign in Mailchimp, the campaign send will be automatically logged to the timelines of every subscriber that's saved as a person in Beacon:

Screenshot 2019-12-20 at 18.21.05

You can click through from here directly to the campaign in Mailchimp, and its associated reports.

link Sync your opt-outs

When someone unsubscribes from your list in Mailchimp, the "Email" channel is automatically removed from the "Contact Preferences" field on the corresponding record in Beacon.

Similarly, when "Email" is removed from the "Contact Preferences" field in Beacon, you don't have to also unsubscribe them in Mailchimp - we'll do that for you.

link Automatic export with workflows

help_outline Workflows are a Premium tier feature. If you'd like access to workflows to automate your processes, let us know.

You can also automatically export people to a Mailchimp audience automatically after they've submitted a Beacon form, using Beacon's workflows feature.

This is particularly useful if:

  • You'd like to automatically add new supporters into Mailchimp (no manual exports!)
  • You are using Mailchimp's automations to send drip email campaigns

Screenshot 2020-05-05 at 16.55.43

link Install guide

You can set up the Mailchimp app for Beacon in minutes.

  1. Navigate to the apps directory in your Beacon sidebar, and click Install on the Mailchimp app.

MailChimp in app directory

  1. Next, you need to connect your Mailchimp account with Beacon:

Connect with MailChimp OAuth

  1. After connecting, you can choose the Mailchimp lists you'd like to monitor, and some other settings. Usually the pre-filled settings are fine for most organisations.

MailChimp app settings

  1. Click Save Integration. That's it, you're done!

link Exporting people to Mailchimp

Exporting people from Beacon into Mailchimp is easy.

  1. Select the people you want to export from the "People" section.

error_outline If you're sending a marketing email, be sure to add a filter for Contact preferences > Email. This is how you only send marketing emails to those who have consented.Contact preference email

  1. Click the menu at the top of the screen and select "Export to Mailchimp". Screen Shot 2019-01-29 at 10.44.55

  2. Select the list you wish to export to, and (optionally) add a tag, which can be useful for segmenting a list in Mailchimp once the export is finished. Screenshot 2019-09-28 at 13.30.19

  3. Click Export - and Beacon will do the magic for you!

link Frequently asked questions

link What data is mapped from Mailchimp into Beacon when people subscribe to an audience?

The email address will always be imported into Beacon.

Additionally, Mailchimp's standard "merge tags" when saving subscribers as people in your Beacon database:

  • FNAME (first name)
  • LNAME (last name)
  • PHONE (phone numbers)
  • ADDRESS (address - line 1, 2, city, region, postal code, and country)

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