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Integrating with Mailchimp

Mailchimp is a marketing automation platform and an email marketing service. This article outlines how to use the integration with Mailchimp.

Supported Actions

Add Email To List

Adds an email address to a specified Mailchimp List.

1. Connecting to Mailchimp

To get started, you must connect your Mailchimp account to your Compass account. Navigate to Integrations and select Enable on the Mailchimp integration.

Compass software interface showing how to navigate to the integrations page

Next select the Connect Now button. This will redirect you to Mailchimp to login and authorize your account with connect with Compass.

Compass software interface showing the connect now button for Mailchimp

After entering the credentials to your Mailchimp account, select the Log in button.

Compass software interface showing the Mailchimp login screen

You will be redirected back to your Compass account and you should see the connection message that indicates which account you selected.

Compass software interface showing the Mailchimp connected screen

2. Map the Email Field

Compass needs to know which Field represents an email address that should be used for Mailchimp. If you aren't familiar with Fields, we recommend you read the article Understanding Fields.

After you have created a Field with the Field Type of "Email" then choose it from the dropdown for the Email Field.

Compass software interface showing the link email field

3. Add an Action to your Workflow

Now that you've setup the integration, you can add Actions for Mailchimp to your Workflows. If you aren't familiar with adding Actions to Workflows, we highly recommend you read the article Adding Actions to a Section.

Navigate to Workflows and choose a Workflow. If you haven't created a Workflow, we recommend you read the article Creating a Workflow and then return to this article.

Select the Section that will use the Action and then select Add Action, as seen below.

Compass software interface showing the add action button

Then follow the simple Setup Action process to add the Action. Once complete you'll see the Mailchimp Action added to the Section as seen below.

Compass software interface showing the Mailchimp action added to the workflow

4. Use the Action in a Session

Now that you've added the Action to your Workflow, you're ready to use it in Sessions. If you aren't familiar with Sessions, we recommend you read the article Creating a Session.

If the timing for the Action was set to "Immediate", it appear on the screen as soon as you encounter the Section it was added to.

Compass software interface showing an immediate action triggered for Mailchimp

For more information on immediate Actions, we recommend you read the article Triggering an Immediate Action.

When the timing for the Action is set to "End of the Session" then you will need to review the Action before it's sent at the end of the Session. You will only trigger the Action if you encounter the Section it is added to.

Compass software interface showing the action review screen for a Mailchimp action

You can edit the details of the Action before it's sent by expanding the Action panel.

Compass software interface showing that you can edit the Mailchimp action details

Once you're ready to send the Action, select Complete Session & Fire Actions.

5. Reviewing Sent Actions

After you've completed the Session and fired the Actions, you will have access to a record of everything that happened during the Session.

If you aren't familiar with the Session Record, we recommend you read the article Reviewing a Completed Session Record.

From the Session Record, you can view the sent Actions and their details, as seen below.

Compass software interface showing the sent Mailchimp action

Great! You've connected to Mailchimp, setup the integration, added an Action to your Workflow, and then triggered the Action with a Session. Now you know how the Mailchimp integration works.

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