How to Set up MailChimp Integration in Sumac
Sumac can integrate with MailChimp to send names and email addresses from your database over to MailChimp to run your mailing. It is recommended that you set up your mailing lists in Sumac to match the mailing lists you have in MailChimp, then give Sumac some details about your MailChimp account so that Sumac knows how to send the mailing list to MailChimp. Once this has been set up, you can search for your mailing list in Sumac, then export it to MailChimp in just a couple clicks!
Setting up your integration
In order for Sumac to export email addresses over to MailChimp, you need to give Sumac some information about your MailChimp account so that Sumac knows how to do this. This is set up in Field Values.
1) In your Sumac console, click Utilities > Customize Database > Field Values. Choose the Area: Contacts, then choose the Field Values: Email Services.
2) Click the "New" button, and from the Email Service Type drop-down menu, select "MailChimp" (see screenshot below):
3) There are a few fields you need to fill in:
- Name - This is the name that you use to identify this particular email service. You may have several different MailChimp lists, and this enables you to distinguish one from another.
- Email Service Destination - This is the list ID defined within MailChimp
- Email Service User Name - [not required; leave blank]
- Email Service Password - Your MailChimp API Key
4) Fill in the above information, and click OK to save this. Continue these steps to set up new Email Services for each of your MailChimp lists.
Exporting to MailChimp
Once you've completed setting up these Email Services, you can export email addresses from your Sumac Contact list any time! Here's how:
1) From your Sumac console, click the "Contacts" button to open your Contact list.
2) Search for the contacts whose email addresses you want to export to MailChimp (for tips on searching, review these how-to videos).
3) Once you've got your list, click "Export. to Email Service" Sumac will ask if you want to export to an external bulk email service. Click "Yes," and choose which of your MailChimp lists you want to export to (see screenshot below):
Click OK and Sumac will export these email address to MailChimp for you!
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