An enhanced Mailchimp integration is now available in Bloomerang CRM. After a simple setup, Bloomerang CRM and Mailchimp automatically sync every hour.
In this article:
What is the enhanced Mailchimp integration?
A streamlined workflow makes it easier to sync data between Bloomerang CRM and Mailchimp.
When you enable this integration in Bloomerang CRM, you add mapping rules that control how data syncs. Map Bloomerang CRM groups to Mailchimp tags, and map Bloomerang CRM email interests to Mailchimp groups.
Bloomerang CRM syncs constituent data (name, email address, physical address), segmentation (mapped email interests and group membership), and unsubscribes to Mailchimp. Mailchimp syncs constituent data (name and email address), segmentation, unsubscribes, and email interaction activity (sends and opens) to Bloomerang CRM.
When should I upgrade?
You can upgrade starting September 26, 2024. In Bloomerang CRM, you’ll see reminders to upgrade when you go to the Integrations page or Email Templates page, or when you add a Mailchimp template. You can also go to this page to upgrade: https://crm.bloomerang.co/Settings/Mailchimp/MigrateToV2
What happens after I upgrade?
After you upgrade:
In Bloomerang CRM, you must create new Mailchimp mappings. These mappings control how data syncs between Bloomerang CRM and Mailchimp.
With this streamlined workflow, you no longer have to create Mailchimp templates in Bloomerang CRM to sync data with Mailchimp.
Important To help you start new with this enhanced functionality:
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Quick Start: Upgrade to the Enhanced Mailchimp Integration
Click a button to upgrade, and you’re ready to add mappings and sync. For detailed information about what data syncs, read Mailchimp Integration: How It Works.
To upgrade to the new Mailchimp integration:
In Bloomerang CRM, click Settings.
Click Integrations. If you have not upgraded to the new Mailchimp integration yet, the following message appears: Enhanced Mailchimp integration now available!
In the message, click Upgrade Now. The Mailchimp Mappings page opens.
Tip: If the upgrade message doesn't appear, go to this page to upgrade: https://crm.bloomerang.co/Settings/Mailchimp/MigrateToV2Click Add New.
From the Mapping Type drop-down list, select a mapping type:
Bloomerang CRM Group to Mailchimp Tag
Bloomerang CRM Email Interest to Mailchimp Group
If you select Bloomerang CRM Group to Mailchimp Tag:
Select a Group that appears in Bloomerang CRM.
Select a Tag that appears in Mailchimp. To add a new tag, enter the tag name and click Create. The tag appears in Mailchimp after you sync.
If you select Bloomerang CRM Email Interest to Mailchimp Group:
Select an Email Interest that appears in Bloomerang CRM.
Select a Group that appears in Mailchimp.
To add more mappings, click Add New.
To change the audience, click Edit. Select a different audience and click Continue.
Note: If you have only one audience configured in Mailchimp, Bloomerang CRM uses that audience by default.Click Save and Sync. The sync starts automatically and the Status changes to Sync in Progress.
Your first sync takes the longest and might take several minutes or more, depending on the amount of data that needs to be synced. You can go to other pages in Bloomerang CRM while the sync is in progress.
After the sync completes, the number of synced constituents appears next to each mapping in Bloomerang CRM. The Status changes to Last synced on [date].