With the Contactually integration to MailChimp, Contactually Buckets sync directly to MailChimp lists. You can also opt to set it up so that each MailChimp email automatically logs in Contactually and counts as a completed Follow-Up.
How to sync MailChimp and Contactually
1. Connect your MailChimp account on the Integrations page in Contactually’s Settings.
2. When prompted, log in to MailChimp to authorize a connection.
3. After a connection is established, click the Settings button to set your syncing preferences.
Set your preferences for which MailChimp contacts and emails you want automatically added to and logged in Contactually.
Checking this box will log the email as an interaction in Contactually (and reset any follow-up timers associated with the contact's Bucket); it will also create a new contact if an existing one does not exist. You'll now be able to see these emails as part of the contact's activity history. If you do not want your MailChimp emails to count as an interaction with your contact, leave this unchecked, but you also will not see the email in the contact's activity history.
Only selected Contactually Buckets will sync to MailChimp. Once you select each Bucket to sync, use the dropdown that appears to choose an existing MailChimp list to sync to. If you add new Buckets later, you can repeat this process to enable them to sync, if desired.
Click Save Settings.
Whenever you add a contact to a Bucket, that contact will be added to the connected list in your MailChimp account. You can also copy contacts from one list to another by moving them from one Bucket to a different one.
Note: All MailChimp contacts you want to sync to Contactually must have all and only these three fields (which are MailChimp’s default three fields), and they must be titled exactly the following (which is also the default):
First Name
Last Name
Email Address
MailChimp contacts with additional fields and/or fields titled otherwise will not sync to Contactually.
FAQs
How often does Contactually sync with MailChimp?
Additions and removals of contacts from Buckets should sync to MailChimp within a few minutes. We sync messages from MailChimp once a day for free MailChimp accounts, and once per hour for paid accounts. The very first sync and contact transfer will take anywhere from a few minutes to half an hour.
Can I sync all Contactually contacts to MailChimp by default?
No, you can only sync contacts by Bucket. If you want to sync all contacts, simply create a Bucket labeled "All Contacts," place all contacts in that Bucket, and sync that Bucket to a MailChimp list.
Can I automatically add MailChimp contacts to Contactually?
Once you email a MailChimp contact through MailChimp, they can be automatically added to Contactually. To enable this option, go to Contactually’s Settings, click Integrations on the left hand side, and underneath your connected MailChimp account, click the additional small Settings link. Then check the box to indicate that "When I email somebody through MailChimp, record that interaction in Contactually. This will create a new contact if one does not exist." This will only add contacts once you email them from MailChimp, not new subscribers you haven’t yet emailed.
Can I sync a MailChimp contact list to a specific Contactually Bucket?
No. MailChimp contact lists can’t be synced to Contactually Buckets, only vice versa.
If I modify or delete a MailChimp contact, will it automatically be modified or deleted in Contactually?
No, modifications to MailChimp contacts do not also modify those same contacts in Contactually. Deleting a MailChimp contact will not remove it from Contactually.
If I remove a Contactually contact from a Bucket synced to a MailChimp list, will that contact be removed (unsubscribed) from the MailChimp list?
Yes.
Can I set it so that an email sent via MailChimp logs in Contactually but does not count as a completed Follow-Up?
No. You can create Contactually contacts for MailChimp subscribers and not log the fact that MailChimp emails were sent, or you can create Contactually contacts for MailChimp subscribers, log the fact that MailChimp emails were sent, and have them count as completed Follow-Ups.
Why aren’t my Contactually contacts syncing to MailChimp?
Check to be sure your MailChimp password hasn't changed or that you haven’t deleted a list and recreated it. If you have made any changes within MailChimp, disconnect your MailChimp account from Contactually and reconnect it. See this article for additional help.
Why aren’t my MailChimp contacts syncing to Contactually?
Make sure your MailChimp contacts don't have more fields than the ones below, as that will prevent them from syncing to Contactually. The fields must be titled exactly as you see below.
First Name
Last Name
Email Address
See this article for additional help.
What does a MailChimp interaction look like in Contactually?
You can see a MailChimp interaction by accessing the contact's profile page and scrolling down to Interaction. MailChimp interactions will have a MailChimp logo, and the full HTML of the email can be viewed. You will not see MailChimp interactions when filtering the interaction list - only in the full list.
