[Donor Management System] Syncing DMS Groups with your MailChimp Account

After configuring your MailChimp Settings, you can start syncing your DMS Groups & Smart Groups with your MailChimp account so both systems can communicate with one another.

You can either:


Considerations


Syncing DMS Groups with MailChimp

1. Add a Group or Smart Group

Example: a list of all of your Contacts in the DMS, filtering out whoever is flagged as Do Not Email and NO BULK EMAILS.

2. On the Manage Groups page, select Settings for your desired Group

3. Under MailChimp Settings, you will have two options:


Audience Sync

4. After selecting Membership Sync, associate this DMS Group with one of your MailChimp Audiences by selecting from MailChimp List

5. Leave Ensure list’s webhook settings are correct at Mailchimp when saved. checked for easier backend support


Audience Group Sync

4. After selecting Interest Sync, associate this DMS Group with:

5. Then you can select between:

  • Subscribers are NOT able to update this grouping using Mailchimp: check this if you want to block your MailChimp subscribers from updating this Synced DMS Group. This way, only what you change in MailChimp as an admin will be reflected in the DMS.
  • Subscribers are able to update this grouping using Mailchimp: check this if you want to allow your MailChimp subscribers to update this Synced DMS Group. This way, both your changes in MailChimp as an admin and from your MailChimp subscribers (i.e. on a MailChimp Form) will be reflected in the DMS.

6. When ready, select Save at the bottom right corner of the page.


Syncing multiple DMS Groups with Audiences & Audience Groups

You can segment your MailChimp list by using multiple DMS Groups & Smart Groups and syncing them with your MailChimp Audience Groups & Group Names.


Sync a DMS Group with a MailChimp Audience

1. Add a Group or Smart Group

2. On the Manage Groups page, select Settings for your desired Group

3. Under MailChimp Settings, you will have two options:

4. Select Membership Sync and associate this DMS Group with one of your MailChimp Audiences by selecting from MailChimp List

5. Leave Ensure list’s webhook settings are correct at Mailchimp when saved. checked for easier backend support

6. Select Save at the bottom right.


Add DMS Sub-Groups to the DMS Synced Group

7. Add a Group or Smart Group

8. On the Manage Groups page, select Settings for your desired Group

9. Under Parent Groups > Add Parent, select the DMS Group that was synced with your MailChimp Audience

10. Select Save at the bottom right


Sync the DMS Sub-Group with the MailChimp Audience Group

11. Back on the Manage Groups page, your Parent Group and Sub-Group should look like this:

12. Select Settings for your Sub-Group

13. Under MailChimp Settings, do the following:

  • (1) Select Interest Sync,
  • (2) Associate the same MailChimp Audience on MailChimp List,
  • (3) Associate your desired Audience Groups & Group Names on MailChimp Group, and
  • (4) Select your subscriber preferences.

14. Select Save at the bottom right

15. Repeat the same process for each MailChimp Audience Group & Group Names that you have under the same Audience.


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