Beacon

Mailchimp app

Updated a month 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.

Features

Install guide

Interaction summary

Exporting people to Mailchimp

Frequently asked questions


link Features

link Export to audience

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

help_outline Sending an email using legitimate interest? See our guide here.

link Automatic 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:

  • 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 Interaction summary

These are the actions that will happen by default between Beacon and Mailchimp.

Unsubscribe in Mailchimp'Email' removed from Beacon contact preferences
'Email' removed from Beacon contact preferencesUnsubscribed from ALL monitored Mailchimp audiences

Subscribe in MailchimpPerson added in Beacon with 'Email' in contact preferences
Person added in Beacon with 'Email' in contact preferencesNot automatically added to Mailchimp (possible with workflows)

Contact archived or deleted in Mailchimp'Email' removed from Beacon contact preferences
Person archived or deleted in BeaconContact NOT unsubscribed in Mailchimp (remove 'Email' before archiving if you want to unsubscribe them)


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 your list of People

People Import

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.

Sending an email using legitimate interest instead? See our guide here.

  1. Click the action menu at the top of the list (the three dots!) and select 'Export to Mailchimp'. Records selected action buttonExport to Mailchimp

  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. Export to Mailchimp audience

  3. Click Export - and Beacon will do the magic for you! This may take some time if you're exporting a large amount of contacts

check_circle_outline Nicely done, you're ready to sned email campaigns to your supporters!


link Frequently asked questions

link How do I send emails to people using legitimate interest?

We've got a comprehensive guide on how to manage your legitimate interest mailings with Mailchimp!

link How should I structure my Mailchimp account/audiences?

Beacon works best with Mailchimp's recommendation to have one single audience for your contacts. You can then use tagging to easily segment them within that audience, using the vast information you have available in Beacon. You'll also avoid having contacts stored in many audiences (costing you more!), which helps to keep your data clean.

Mailchimp have a fabulous article about how to organise your audiences.

help_outline An exception to the above is if you need to send mass legitimate interest mailings (such as event or volunteer information). See our guide here.

link I get some errors when exporting to Mailchimp, what are they?

Sometimes when you export people to Mailchimp, you will get errors that come back when the export is complete. Mailchimp errors

Mailchimp don't tell us exactly what the errors were, but they are usually from contacts that have been deleted or unsubscribed in Mailchimp, so you aren't able to re-subscribe them. Direct any of these people to sign up to your Mailchimp list directly - it's the only way for them to be subscribed again. See Mailchimp's guide here.

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, we will bring in 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, Postcode, and Country)

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

Beacon will just export basic information to Mailchimp when exporting, as these are the only fields that are uninversal across all Mailchimp accounts:

  • First name
  • Last name
  • Email

If you'd like to add additional information to Mailchimp (e.g. you want to use data for merge tags in a campaign), create an export template and then manually import into Mailchimp.

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