Mailchimp is a marketing, automation, and email marketing platform. Connect Bloomerang CRM to your Mailchimp account to send filtered constituent data to Mailchimp.
Starting September 26, 2024, Bloomerang CRM has an enhanced Mailchimp integration that’s simple to set up and manage. If you already use the Mailchimp integration and you’re ready to switch, you can upgrade now. Read more about this.
If you set up the Mailchimp integration before September 26, 2024, and you haven't yet upgraded to the enhanced integration, follow the steps in the article to:
Edit how Bloomerang CRM email interests map to Mailchimp groups
Edit how Bloomerang CRM merge fields map to Mailchimp fields
Change the Mailchimp audience
Deactivate the integration
If you have never set up a Mailchimp integration in Bloomerang CRM, the steps in this article don't apply. To get started with the Mailchimp integration, read Mailchimp Integration: Activate or Deactivate the Integration.
In this article:
Edit Email Interests Mappings
To edit email interest mappings in Bloomerang CRM:
Click Settings.
Click Integrations.
Click Integrated Partners.
Click Settings.
In the Email section, select Go to Mailchimp.
Click Next.
On the Email Interests page, select a Mailchimp Group that corresponds to an existing email interest in Bloomerang CRM. Repeat this step for each email interest.
Click Next.
Click Save.
Edit Merge Field Mappings
On the Mailchimp Merge Fields page, select a Mailchimp Field that corresponds to an existing constituent field in Bloomerang CRM. Repeat this step for each field.
To edit merge field mappings in Bloomerang CRM:
Click Settings.
Click Integrations.
Click Integrated Partners.
Click Settings.
In the Email section, select Go to Mailchimp.
Click Next.
On the Mailchimp Merge Fields page, select a Mailchimp Field that corresponds to an existing constituent field in Bloomerang CRM. Repeat this step for each field.
Click Next.
Click Save.
After a connection establishes between Bloomerang CRM and Mailchimp, you can create Mailchimp email templates in Bloomerang CRM. For more information, view Create a Mailchimp Email Template in Bloomerang CRM.
Change the Mailchimp Audience
To change the Mailchimp Audience in Bloomerang CRM:
Click Settings.
Click Integrations.
Click Integrated Partners.
Click Settings.
In the Email section, click Go To Mailchimp.
From the Mailchimp Audience list, select a different audience.
Click Next twice.
Click Save.
Tip: If you archive an Audience in Mailchimp with contacts that were synced from Bloomerang CRM, the constituents will be opted out of receiving email in Bloomerang CRM. Move your contacts to a new Audience in Mailchimp before archiving to ensure they are not opted out in Bloomerang CRM.
Deactivate the Mailchimp Connection
After you deactivate the Mailchimp connection, you cannot sync data to Mailchimp or see updated tracking on Mailchimp interactions.
Click Settings.
Click Integrations.
Click Integrated Partners.
Click Settings.
In the Email section, click Deactivate.
Mailchimp Terms
Audience
An Audience is where you store and manage all of your contact data in Mailchimp. All of the constituent information you sync from Bloomerang CRM is added to one Audience in Mailchimp. You must create the Audience before connecting Bloomerang CRM and Mailchimp. For more information, view Create a Mailchimp Audience on the Mailchimp site.
Groups
Groups are used to sort subscribed contacts based on their interests in Mailchimp. Bloomerang CRM email interests map to Mailchimp Groups when you sync constituent data to Mailchimp. If Groups exist in the Audience, you can map to them in step 2. New Groups can also be created during step 2. For more information about Groups, view Getting Started with Groups on the Mailchimp site.
Fields
Mailchimp allows up to 30 fields to use as merge fields in your Mailchimp Audience. Choose Bloomerang CRM constituent fields to map to corresponding Mailchimp fields. When you use a template to sync data from Bloomerang CRM to Mailchimp, your contacts in Mailchimp are updated with data from these Bloomerang CRM fields. You can then use this data in your Emails in Mailchimp.
Tags
Tags are used in Mailchimp as labels to help organize your contacts. When you sync constituent data to Mailchimp using a template, a unique Tag is created on the constituents that were synced. The Template Name plus a unique timestamp is used as the name for the Tag in Mailchimp. In Mailchimp, you’ll select the Tag that was created in order to finish creating your email. For more information about Tags, view Getting Started with Tags on the Mailchimp site.