Documents / Integrations / Connect MailChimp

Connect MailChimp

3 min read

Add every new client and lead to your MailChimp audience automatically, tagged so you can target each group.

Connect MailChimp and your audience stays in step with your workspace. Every new client and lead is added automatically and tagged, so you can send each group its own campaigns without exporting a CSV.

Overview

This guide shows how to connect your MailChimp audience, bring in the contacts you already have, and how the tags work.

Who Can Access

Agency Admin

Only people who can manage integrations can connect MailChimp.

Step-by-Step Guide

  1. Find your API key and Audience ID

    In MailChimp, go to Account → Extras → API keys and create a key. It ends with something like -us19. Then go to Audience → Settings → Audience name and defaults and copy the Audience ID.

  2. Open the MailChimp settings

    Go to Integrations and click Connect on the MailChimp card.

    MailChimp card in Integrations

  3. Add the key and audience

    Paste the API Key and the Audience ID, then click Save & test. The key and the audience are checked with MailChimp, so you know at once if either is wrong. The card then shows Connected. Keep the API key private.

    Configure MailChimp dialog with the API key and Audience ID

  4. Bring in the contacts you already have

    Open the MailChimp card again and click Sync existing contacts. Your current clients and leads are added to the audience, and you can follow the progress in the dialog. After that, new ones are added on their own.

What Happens After You Connect

  • New clients and leads are added automatically to your audience as subscribers.
  • Each contact is tagged. Clients get clientish-client and leads get clientish-lead, so you can build a segment for each.
  • Tags follow the contact. When you convert a lead to a client, clientish-client is added and clientish-lead is removed, so a “you haven’t bought yet” campaign doesn’t reach a new client.
  • MailChimp doesn’t send your workspace email. Invoices, order updates and ticket replies still go out through your own mail server. See SMTP & Mail Config.

Tips & Best Practices

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Connect MailChimp from day one. New clients and leads join your audience on their own, so you never have to rebuild the list later.

Frequently Asked Questions

My existing clients are not in MailChimp. Why?⌄
Only new clients and leads are added automatically. Click Sync existing contacts once to add the ones you already had.
The test says the audience can’t be found.⌄
The Audience ID is wrong or belongs to another MailChimp account. Copy it again from Audience → Settings → Audience name and defaults.
Does MailChimp send my invoices?⌄
No. It only keeps your audience up to date. Workspace emails go through SMTP.

Related Articles

Integration CatalogSMTP & Mail Config