Integrating with Mailchimp
Mailchimp is a marketing automation platform and an email marketing service. This article outlines how to use the integration with Mailchimp.
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.
Next select the Connect Now button. This will redirect you to Mailchimp to login and authorize your account with connect with Compass.
After entering the credentials to your Mailchimp account, select the Log in button.
You will be redirected back to your Compass account and you should see the connection message that indicates which account you selected.
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.
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.
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.
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.
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.
You can edit the details of the Action before it's sent by expanding the Action panel.
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.
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.