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Mailchimp Integration

In this guide we will cover:

- Enabling Mail Campaigns

- Connecting to Mailchimp

- Importing Data

- Creating a Campaign



This integration will allow you to import the following data from Mailchimp:


  • Audiences as Distribution Lists
  • Audience Members as Users, and add the Users to the relevant Distribution List(s)
  • Segments as Distribution Lists
  • Segment Members as Users, and add the Users to the relevant Distribution List(s)
  • Mail Campaigns, including open rates, click rates, unsubscribe rate and other statistics


Note: Users can only be mapped to one Distribution List when imported.


You can also start the creation of a Mailchimp Mail Campaign from Halo, finishing off details in Mailchimp before sending.


Enabling Mail Campaigns

To get started with this integration, you should enable the new Mail Campaign module by clicking the plus icon on the Module in the configuration area, along with checking the Distribution Lists module is also enabled:

Fig 1. Mail Campaign module.


Once enabled, ensure your Role/Agent has the required permissions for Mail Campaigns and Distribution Lists, under "Feature Access".


Fig 2. Permissions.


Connecting to Mailchimp

Next, navigate to Configurations > Integrations > Mailchimp.


Click the "Login with Mailchimp" button and follow through the Authentication popup. Once Authorised, you should see Authorised "Yes" at the top of the page.


Importing Data

Now you can begin to import data.


It is recommended to import data in the following order, so Users can be matched to the correct Distribution Lists, among other reasons.

Audiences > Audience Members > Segments > Segment Members > Mail Campaigns.


After a Campaign has been imported, some statistical data will automatically update within the Halo interface.


Fig 3. Mailchimp report.


Other data such as seeing the specific Users which have opened a Campaign, will need to be imported. This is done with the "Mail Campaign" import you will have done previously. It is recommended to run the Halo Integrator application to keep the History of the Mail Campaign up to date. The history of a Campaign shows when a User was sent the Campaign, if they have opened it and if they have unsubscribed. This data can be reported on in the MailCampaignLog table.


Creating a Campaign

A Mailchimp Mail Campaign can be created from within Halo by clicking "New" on the Mail Campaign List in Halo, giving a name and selecting Create in Mailchimp, and finally selecting the Audience.


Fig 4. Creating a mail campaign. 


After clicking Save, you will be taken to Mailchimp to continue configuration of the Campaign, before being able to send.


Additionally, a setting in the Mail Campaigns module can be enabled to show a Users Mail Campaign activity within their Activity feed, otherwise, the Users activity relating to Mailchimp Campaigns can be found on the "Mailchimp Campaigns" tab of their User record.


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