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Connecting Method to MailChimp
Connecting Method to MailChimp

Integrate Method:CRM with MailChimp

Updated over a week ago

MailChimp gives you the ability to create and manage mailing lists, newsletters, automated marketing campaigns and more.

Integrating MailChimp with Method allows you to upload contacts in Method into any MailChimp Audience. For each contact, the following information is sent over:

  • First name

  • Last name

  • Email

In this article, we cover how to:


Connect Method to MailChimp

  1. Within your Contacts list, select the cloud icon by the search bar.

  2. From the dropdown, select Send to MailChimp.

  3. Click Connect to MailChimp on the right panel.

  4. Enter in your MailChimp credentials. and click Log in to connect MailChimp to Method.

  5. If you have 2FA set up on MailChimp, you'll have to authenticate. And then, click Allow to authorize Method.


Send Contacts to MailChimp

Once MailChimp is connected to Method, you can export all the contacts listed in the grid to a MailChimp audience

NOTES:

  • The export will respect the filter views and the current search results. So if you search for a particular tag, for example, a "VIP" tag, then only contacts tagged with "VIP" will be sent to MailChimp.

  • Contacts marked "Opt out of Marketing" will not be sent to mailchimp via Method.

  • Duplicate emails will not be sent.

  • A maximum of 15000 contacts will be sent.

  1. Select your MailChimp Audience from the dropdown MailChimp List.

  2. Click Send To MailChimp.

And you're done! The contacts shown will be exported to MailChimp and you will get an email when it is complete. 

You should check that email, for it will tell you if the the contacts were sent successfully!

When you log in to Mail Chimp, you should find your contacts in the Audience you chose:

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