Here are the various Field Defnitions that Trail utilises and what each of them correspond to in your own system 👍

If there are multiple contacts sharing the same email address, the first is considered the Client, the second is considered as the Partner

Insurance policies and products are arranged according to their review date or fixed rate expiry date. Next one in line for its review date is the one passed to Mailchimp.

Partner First Name
The preferred name of the Partner, or the first name if no preferred name is given

Joint Greeting
The preferred name, or first name of the Client followed by the preferred or first names of all other contacts sharing the same email address separated by an ‘&’.

Client Entity Id
The id of the Client in Trail

Partner Entity id
The id of the Partner in Trail

Client Category
The rating of the Profile the Client is a part of (options: ‘A’, ‘B’, ‘C’, ‘D’)

Mobile Phone
If the Client has a specific mobile number this is used, if not then any phone number they have recorded is taken

Annual Review Month
This is only passed to Mailchimp if the ‘Contact Type’ field is set, and is not ‘Prospect’. The name of the month of the client’s annual review date

Annual Review Date
This is only passed to Mailchimp if the ‘Contact Type’ field is set, and is not ‘Prospect’. The date of the client’s annual review

Client DOB
The date of birth of the Client

Partner DOB
The date of birth of the Partner

Gender
The Gender of the Client

Adviser Name
The name of the adviser who is in charge of the profile the Client belongs to

Insurance Provider
The provider of the next upcoming insurance policy that the Client is an owner or a beneficiary of

Mortgage Provider
The lender of the next upcoming mortgage that the Client is a borrower of

Insurance Policy Number
The policy number of the next upcoming insurance policy that the Client is an owner or a beneficiary of

Insurance Renewal Date
The renewal date of the next upcoming insurance policy that the Client is an owner or a beneficiary of

Mortgage Interest Rate Type
The type of loans the Client is a borrower of, if they only have fixed loans, only floating loans or a mixture (options: ‘Fixed Rate’, ‘Floating Rate’, ‘Mixed Rate’)

Mortgage Interest Rate
The interest rate of the next upcoming mortgage that the Client is a borrower of

Fixed Rate Expiry Date
The fixed rate expiry date of the next upcoming mortgage that the Client is a borrower of

Fixed Rate Term
The full fixed term of the next upcoming mortgage that the Client is a borrower of

Contact Type
The status of the profile the Client belongs to (options: ‘Prospect’, ‘Active Client’, ‘Former Client’)

Stages
Trail will pass the furthest along stage for each pipeline that the client has an open opportunity in

Beyond simply passing the data into Mailchimp, Trail also performs some smart actions to make sure that your contacts in Mailchimp remain up to date throughout time

When an Opportunity is won in Trail and the contacts are prospects, the contacts are automatically changed from ‘Prospect’ Status to ‘Existing Client’.

When a profile in Trail is set to be ‘Unsubscribed’ the contacts in Mailchimp have their ‘Contact Type’ field changed to be ‘Former Client’.

If a contact is deceased they will always have their ‘Contact Type’ field marked as ‘Former Client’ in Mailchimp.

Integrating Trail with Mailchimp

Using the Mailchimp Integration

Mailchimp Field Definitions & Special Conditions (you are here)