Introduction.

As you could have read in the introduction, MailChimp makes it quick and easy to send online newsletters to different target groups. The persons are or will be registered in Coachview and should therefore automatically be added to MailChimp. Does a person no longer want to receive a newsletter or do you want to change a person's details? Then you can arrange that from Coachview, the changes are automatically implemented in MailChimp.


In the steps below you can read how to do this through the service center in Coachview.



It's important to know:
  1. There must be at least 1 'list' in MailChimp.
  2. That you create an instance / version for each MailChimp 'list'.
  3. Each instance / version must be authenticated (enabled) in MailChimp.
  4. That you determine per instance / version which 'list' from MailChimp should be linked to a 'target group' in Coachview. 
  5. That Coachview automatically creates the target group for you.
  6. That people who have been added to your MailChimp 'list' are not automatically placed in the target group.
  7. The name of the MailChimp 'list' does not automatically become the name of the target group.


Set up and activate connection via the service center:


Stap

Click in function group 'Service center' on the function 'Links'. Different panels with possible links are shown.

Click on the 'Configure' button in the 'Miscellaneous' panel in the 'MailChimp' box.


Before the link can be activated (authenticated) you need to fill in the details below:

Note: a number of details can only be entered after the link has been activated.



Settings:
Change the name of this instance. Change the name 'MailChimp' to 'MailChimp <name of the MailChimp list>'.

For example: 'MailChimp IP newsletter
Api Url:
The url of your MailChimp. You will find it in your browser when you have opened MailChimp.

Bijvoorbeeld: us17.admin.mailchimp.com
Email address:
Which e-mail address from the personal file must be used to create the person in MailChimp. This e-mail address is also used to send the newsletters/mails from MailChimp. The e-mail address is mandatory in MailChimp.

You can choose from the following items:
  1. Eerste (deze staat standaard geselecteerd).
  2. Zakelijk
  3. Privé
  4. Mobiel
  5. Voorkeur
  6. Email1
  7. Email2
  8. Email3
Choose the item you use to record the e-mail address in a personal file.
Webhook unsubscribe:
Check this option if you want to automatically process an unsubscribe in MailChimp in the target group. The person who unsubscribes will be set to inactive in the target group. The associated personal file will remain active.

  1. Click on 'Save'.

    Click on the 'Authenticate' button.

  2. Click on the 'Continue' button at the question 'Are you sure you want to continue? You have unsaved changes'.
  3. You will now be redirected to the MailChimp login screen.
  4. Vul je gebruikersnaam en wachtwoord in, en klik op 'Log In'.
  5. Als het is gelukt keer je terug naar het Coachview scherm. Authenticeren! is nu groen gekleurd.

The option 'Mailchimp list' is now visible.


Coachview has now retrieved all lists from your MailChimp environment. It is mandatory to select a MailChimp list. Therefore the selection list will be outlined in red.


The MailChimp list selected by you will automatically create a target group.

A number of items from the personal file can be linked to items from your chosen MailChimp list.

Which items from the MailChimp list you can choose depends on the MailChimp list you selected in the previous step.


These are the Coachview items you can link to


  1. Preamble
  2. Last name
  3. Address
  4. Formal name
  5. Insert
  6. Insertion / Surname
  7. Full Name
  8. Initials
  9. First name

From the drop-down list, select an item from the MailChimp list. Only the items you added to the list in MailChimp will be visible.

Once you have entered all the data and authenticated, you can enable the link.
  1. First click 'Save' to save the composition of the merge fields if you haven't already done so.
  2. Click on the 'Enable' button.
  3. A warning will be given about the monthly costs, and that the data can no longer be changed. If you want to continue, click on the 'Confirm' button.

Congratulations the connection has been made!
Coachview has created a target group.

The connection is always possible:
  1. To be paused, click on the 'Pause' button.
  2. Be removed by clicking on the 'Delete' button.
  3. Be tested by clicking on the 'Test connection' button.



Note!

Removing this connection means:
  1. That the people are expelled from the target group.
  2. That any actions are completed.
  3. That the target group is removed.
  4. That nothing happens in MailChimp, the mailing list with persons remains.

Pausing this link means there is no more contact with MailChimp. When subscribing, unsubscribing or changing person, actions will still be created. Coachview tries to perform these actions, but they go wrong and are rejected because the contact with MailChimp has been paused.


Would you like to link a list from MailChimp and add it as a target group?

Then click on the 'Add' button and follow the steps described above.