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Can I map additional fields from OpenCRM Campaigns to Mailchimp?

Updated: 12 May 2021 17:12:18 OpenCRM::Campaigns

If you wish to add additional fields to your Mailchimp Audience or change the email address used you can do this with the Mailchimp Mapping interface.

Prerequisites

  • You have created an Audience in Mailchimp
  • You have created a Campaign in OpenCRM and done the initial "Sync with MailChimp"
  • Your Campaign has synced successfully and has a "MailChimp Campaign ID"

Standard field mapping

The following fields exist in Mailchimp Audience lists automatically and are mapped from OpenCRM as standard: 

Email Address

  • Leads = Email
  • Contacts = Email (Business)
  • Company = Email

First Name (or Company Name if synchronising Company records)
Last Name

Mailchimp Mapping Interface

The mapping interface is accessed from the "Mailchimp Mapping" button within a Campaign.



You can override the default mapping of Email Address using the first row of the mapping interface. This row will list the available email fields for each module. Fields turned off globally or at profile level will not display.



You can use the "Add Row" button to map additional fields.

  • In the first column enter the label you wish to apply to your field in Mailchimp and
  • in the subsequent columns select the fields from Leads, Contacts, Company, Campaign that you wish to populate from.
  • You must map at least one of the four modules to the Mailchimp field.
  • If you map a Campaign field for a given row this will override any other mappings for that row.




Provided you have not yet sent your additional fields to Mailchimp which is done by clicking the "Sync With MailChimp" button you are able to delete rows from your mappings.
The delete option will not be available for fields that already exist in the Mailchimp Audience.


 

When mapping fields for Contacts you can also map fields from that Contacts primary Company record. The primary Company being that linked to the Contact by the Company field.



Once you are happy with your mapping if you wish to use this same mapping for all your future Campaigns you can save them to be your default.



Click "Apply" to save your mapping and keep the window open.
Click "Save" to save your mapping and close the window.
Click "Cancel" to discard any changes and close the window.
Click "Reset to Default" to reset your form to the currently saved default mapping.

Finally to push your fields and any associated records and their values you need to queue a sync of your Campaign by clicking the "Sync With MailChimp" button. Your fields and any records should appear in your audience within a few minutes depending on the amount of data being synchronised.
 
If you chose to "Save as default" any future campaigns will use the default mappings and will load these defaults when you open the "Mailchimp Mapping" interface.

Important Notes

You must map all fields you add to the mapping screen in order to save your mapping. If you do not wish to map a field you will either need to delete the row from the mapping screen or if your Mailchimp Audience already has a field you do not wish to map you will need to mark it as not "Visible" directly in Mailchimp.


 

Audiences also have Address and Phone Number as standard fields, but are set to not "Visible". 

  • Phone Number can be added to the Mailchimp mapping screen by making it "Visible" in Mailchimp. Note that Mailchimp uses a tag of "Phone" for this field, if you add another field with the same label this will cause a conflict with the mapping, you should therefore make the Phone field visible in Mailchimp or use a different label.
  • Address is NOT SUPPORTED, this a special field type consisting of multiple field elements and cannot be synchronised. If you wish to sync Address details you will need to add a field mapping for each OpenCRM field, i.e. Billing Street, Billing City, Billing Post Code.

Fields created in Mailchimp by the OpenCRM field mapping will be created with the field type of Text.

To see the fields available in MailChimp go to Audience > View Contacts and select the Audience Fields and *|MERGE|* tags option



Fields added to Mailchimp Audiences directly in Mailchimp will only be visible in the OpenCRM mapping screen if they are of the type:

  • Text
  • Number
  • Phone
  • and set to "Visible"



If you change your mapping at a later date and wish to sync this to Mailchimp you need to queue the sync by clicking the "Sync with MailChimp" button.

Mailchimp uses the email address as it's unique identifier. If you change the mapping of the Email field this will add new entries and will not replace or update existing entries.

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