MailChimp Integration Summary
Our mission at Join It is to make membership management simple. We think this starts with making all of your most important data syncs across the applications that you’re using to run your Organization.
MailChimp is right in line with this mission. We keep your membership database in sync with your email marketing efforts. Once you setup Join It, you can connect your MailChimp account and select which list you want new Members to be added to.
Once you’ve synced your Join It and MailChimp profiles, your organization can benefit from:
Real-time syncing between Join It and MailChimp: Data from your Join It membership database gets pushed to MailChimp when a new member joins
Optionally unsubscribe 'inactive' members: Members can be instantly unsubscribed when their status goes inactive (when set up to 'Sync Active Members').
List segmentation: Map members to multiple lists and build MailChimp segments of the additional information that gets pushed into MailChimp (details below).
Emailing based on membership type: set up different configurations by membership types
Once you're set up to start syncing from Join It to MailChimp, you'll notice that Join It sends some extra data to MailChimp that can be useful for segmentation. The fields that sync from Join It to MailChimp lists are:
First Name (Merge Variable: FNAME)
Last Name (Merge Variable: LNAME)
Membership Type (Merge Variable: MEMBERSHIP)
Membership Status (Merge Variable: MSTATUS)
Expiration Date (Merge Variable: EXPIRATION)
Address, if available (Merge Variable: ADDRESS)
Birthday, if available (Merge Variable: BIRTHDAY)
Link your MailChimp and Join It profiles
Step 1: Setup your MailChimp profile
If you do not have a MailChimp account yet, you can create one quickly at www.mailchimp.com/
Just to help you learn about the integration, we would suggest creating a quick ‘test’ email list -- this will give a good idea of how Join It works with MailChimp
Step 2: link MailChimp to your Join It account
Next, we need to enable the syncing between MailChimp and Join It.
From your Join It Dashboard, click the “Automations” link on the left, also available here
Locate and click on the MailChimp tile
Confirm the linkage by clicking the green “connect MailChimp” button
Enter your MailChimp credentials
Step 3: start adding your members to your MailChimp lists
Finally, it’s time to create the automations to help you manage communication efforts with your members. Note: it is important that you have your various lists set up within MailChimp before you proceed with this step.
From within the Automations link, click into the MailChimp tile
The “Connect MailChimp” box will guide you through the allocation of membership types to your different lists within MailChimp
Automation Type: first, set up the automation to add members to a particular list. You can create subsequent automations to remove members if their membership with your organization lapses
Membership type: select which membership type to apply the current automation to
Lastly, choose the MailChimp list you’d like to send the members’ emails to
And that’s it! Enjoy!
Frequently Asked Question:
Why is my MailChimp subscriber count different than my member count?
Here are some reason as to why your 'membership' count numbers might not always match up to your subscribers in Mailchimp:
Members have unsubscribed (if someone unsubscribed from MailChimp, they aren't included in the count).
Memberships can have duplicate emails (they'll only be counted once in MailChimp)
Memberships can have 'no email' address associated with them
Members has been removed/blocked by MailChimp for other compliance reason (e.g. GDPR or other regulation)