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
Standard field mappingThe following fields exist in Mailchimp Audience lists automatically and are mapped from OpenCRM as standard: Email Address
First Name (or Company Name if synchronising Company records) Mailchimp Mapping InterfaceThe mapping interface is accessed from the "Mailchimp Mapping" button within a Campaign.
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.
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. Important NotesYou 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".
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
Tag Mapping / SyncYou can sync the OpenCRM Tag field with MailChimp tags. The tag field is mapped from the normal MailChimp to OpenCRM mapping screen. OpenCRM will become the master copy of the Tags field - any Tags that are set in MailChimp and not set in OpenCRM will be removed from MailChimp. Any new tags added in OpenCRM will be added to MailChimp Date Field Mapping / SyncYou can map OpenCRM date fields to MailChimp date fields as part of the field mapping / sync setup Sync Record Updates / Sync When Adding to CampaignIf an OpenCRM record is linked to open MailChimp synced campaigns, when it is modified the campaigns will be automatically flagged to sync with MailChimp on the next sync poll so that contact details are kept up to date in MailChimp. Additionally if new contacts are added to a MailChimp campaign, the campaign is flagged to sync automatically and will sync on the next poll. Campaign APIYou can use "add_to_campaign" endpoint which allows a record to be added to a campaign via the API (see public API documentation)
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. If you keep the same email address but edit other fields e.g. Contact First Name, when you re-sync to MailChimp, the contact details will be updated in MailChimp to reflect the changes made in OpenCRM. You may also be interested in:
|