MailChimp

MailChimp

Overview

The Mailchimp integration gives administrators an end-to-end email integration for email marketing and customized Learner email messages. Administrators can import Mailchimp contacts into the portal, and they can export user lists from their portal to Mailchimp.

For more details about our integration with Zapier, please visit the help topic.

Configuring the Mailchimp Integration

Mailchimp is an email marketing tool that allows you to easily design and send marketing emails.  To configure this integration, you must have a Mailchimp account. To create a Mailchimp account go to https://mailchimp.com/.

To start setting up the integration, log into your Mailchimp account and go to the drop-down menu in the top right corner, then click Account.

Click Extras/API keys.

To create an API key, click the "Create A Key" button.

The created API Key will be used to connect Mailchimp to your learning portal.

After you have the Mailchimp API Key, go to your portal, visit the App center and install the Mailchimp integration.

After Mailchimp is installed, go to Admin/Mailchimp and click Configure.

To finish setting up the Mailchimp integration, enter the API key, and click Save.

Import Mailchimp contacts

After the Mailchimp integration is configured, you can start importing contacts. Got to Admin/Mailchimp and visit the Import tab.

Select the type of account you want to create for the contacts imported from Mailchimp.

Choose the Mailchimp list you want to import, then click Continue.

You will receive a notification when the import is complete.

Export users to Mailchimp

To export users from the platform to Mailchimp, go to Admin/Mailchimp and visit the Export tab.

Select the type of user account you want to export.

Select the Mailchimp list where you want to export the user accounts.

You can filter the user list you want to export, then click Continue. To learn more about filters, click here

You will receive a notification when the export is complete.

Sync contacts using Zapier and Mailchimp

With Zapier, you can automatically subscribe every new account that is added to your MATRIX portal to a Mailchimp list. You also have the option to import new Mailchimp subscribers to your MATRIX portal. To start setting up the Zap, log into your Zapier account, then click on "Make a zap" button. Note that first, you have to connect your MATRIX portal with Zapier. Click here to learn how to connect your portal with Zapier. 

Export new MATRIX users to Mailchimp using Zapier

In case you want to export new MATRIX users to Mailchimp, choose Cypher Learning as trigger app.

Choose the 'User Was Added to Portal' trigger from the list of available options the click Save+Continue.

When choosing an action app, search for Mailchimp.

Select the "Add/Update Subscriber" action, then click Save+Continue.

Connect your Mailchimp account, then click Save + Continue.

After connecting the Mailchimp account, in the "Set up Template" section, you can select one of your lists where the contact details will be added.

Then click add under Subscriber email.

Select "Email" from first trigger step (User was added to Portal), then click Continue.

Import new Mailchimp contacts to MATRIX using Zapier

In case you want to import new Mailchimp contacts to MATRIX, then choose Mailchimp as trigger app.

Choose the 'New Subscriber' trigger from the list of available options the click Save+Continue.

Connect your account, then click Save + Continue.

Select the list from which you want to import new subscribers, then click Continue.

When choosing the action app, search for Cypher Learning.

Select the "Add User" action, then click Save+Continue.

Connect your Cypher Learning account, then click Save + Continue.

Add the corresponding information to the required fields, then click Continue.

After you are finished setting up the Zap, click Finish.

Add a name to the Zap and turn it on.


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