After adding the Mailchimp connector to your MobiWork account, you can link your Mailchimp account by navigating to the Mailchimp Connector Settings page. To access this page, click on the Paper icon to view the connector:
On this page, click Edit to input the API Key and DC fields required by MobiWork:
To obtain these values from Mailchimp, first access your Mailchimp's profile dashboard.
To access your profile dashboard, select the "Profile" option from your "Account" drop-down:
Once on the profile dashboard, select the "Extras" tab and choose "API Keys" option from the drop-down menu:
You will be redirected to the API page. On this page, click on the Create a Key button:
Enter a unique name for the API key, then click the Generate Key button. The API key will be automatically generated, and you can copy it into MobiWork's "API Key" field:
To find the "DC" field, check the first part of your Mailchimp URL, which indicates your data center code:
Copy the first part of the code (e.g., us12, us19, us45, etc.) and enter it in the "DC" field.
Note: Once your contacts are synced, you will be able to select your default audience from the "Default Audience" drop-down in MobiWork.
After entering all the required fields on MobiWork, click Save to complete the setup:
To integrate these entities with Mailchimp, you will need to access the Customer List page. Once you are on this page, simply select either the "Export Customers to Mailchimp Excel" or the "Export Customer Contacts to Mailchimp (Default Audience)" action from the More Actions button:
These actions will allow you to export your customer contacts from MobiWork to Mailchimp. The "Export Customers to Mailchimp Excel" option will create an Excel file that can be manually imported into Mailchimp. The "Export Customer Contacts to Mailchimp (Default Audience)" option will push the data to Mailchimp with the MobiWork API.
To confirm if your customers have successfully synced to Mailchimp, access the "History" tab in the View Customer pop-up window:
For more information on how to access the View Customer pop-up window, please see the View Customer page.
You can also see the sync status or any related errors through the View Logs page of the Mailchimp connector. To access View Logs, go to the "Connectors" tab on your Settings page. From there, click on the Mailchimp connector's Individual Actions button, then choose "View Logs" option from the drop-down menu:
You will then be redirected to the Connector Logs page. On this page you can see if the customer was successfully synced to Mailchimp or any sync errors:
The following sections provide detailed information about potential errors you may encounter when using the Mailchimp connector.
Customer Contact Syncing Issue for Customer
If you receive the error "Customer Contact Syncing Issue for Customer: ...java.langException: Incorrect username and password," when trying to sync your contacts into Mailchimp, then your API key is either blank or has been revoked in Mailchimp:
If the API key is blank, copy the API key from Mailchimp into the "API Key" field. For more details, refer to the Entering the API Key and Data Center (DC) section.
If your API key has been revoked in Mailchimp, you will need to obtain a new API key from Mailchimp and then enter it in the "API Key" field.
Invalid Email Address
If you receive the error "Customer Contact Syncing Issue for Customer: ...'Please provide a valid email address.','instance':'add47a24-8b48-f708-d3ec-5888de1c3635')," when trying to sync your contacts into Mailchimp, then your email address may have a typo:
Please ensure that the email address is formated correctly without any errors.
To set up customer tags in Mailchimp, you will first need to assign tags to your customers in MobiWork.
To add a tag, open the View Customer pop-up window. In the "Summary" panel, select the Pencil icon (if tags are already associated with the customer) or the Plus Sign icon (if there are no tags).
Select your desired tag from the Add Tag pop-up window:
After tagging your customers, you can sync them to Mailchimp from the Customer List page. On this page, click the More Actions button, then select either "Export Customers to Mailchimp Excel" or "Export Customer Contacts to Mailchimp (Default Audience)" from the drop-down menu.
For more information about these options, refer to the Customer List Mailchimp Actions subsection.
Your tagged customers will then sync to Mailchimp:
To create a targeted email campaign in Mailchimp using these tags, open the Mailchimp draft email campaign page, click the Edit Recipients button under the "To" field, and select the desired tag from the "Send To" drop-down menu.
You can also exclude recipients by selecting tags from the "Do Not Send to" drop-down:
Once you are satisfied with your selections, click the Save. You are now ready to send the campaign to your tagged customer segments:
To view the Mailchimp Connector Settings page, go to the "Connectors" tab on your Settings page. From there, click the Mailchimp's Paper icon, then select "View" option:
This action will redirect you to the Mailchimp Connector Settings page. On this page, click Edit button to access the Mailchimp settings:
You will then be able to view the settings associated with the Mailchimp connector:
The settings found on this page are further explained below:
API Key - The numerical identifier used to sync MobiWork with Mailchimp.
DC - The Mailchimp Data Center that is dedicated to your Mailchimp acocunt.
Default Audience - After entering the "API Key" and "DC" fields and clicking the Save button, this drop-down will populate with your default Mailchimp audience. If there is not audience in the drop-down, you will be unable to access the Mailchimp export actions from the Customer List page.
Send Confirmation Email - When enabled, customers are automatically subscribed upon syncing. When disabled, customers must confirm the subscription through an automated email. Please note that if you check this setting after syncing, previously synced customers will not receive a new confirmation email if you sync them again.
Enabled - Will display if the connector is currently active.
Once you are satisfied with the data entered, click on the Save button.