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Mailchimp Integration Guide

Rash avatar
Written by Rash
Updated over 2 weeks ago

Overview

The Mailchimp integration enables Mortar DS to connect seamlessly with your email marketing platform, allowing data to sync automatically in near real-time.
Once connected, Mortar DS imports campaign results, subscriber lists, and engagement metrics (such as opens, clicks, and unsubscribes) directly from Mailchimp into your Mortar dashboard.

By integrating Mailchimp, Mortar DS consolidates fragmented data sources into a single, unified system — removing duplicate entries and filling in missing values. This results in cleaner, more accurate data, improved marketing insights, and greater productivity by eliminating the need to manually check multiple tools and spreadsheets.

How to Connect Mailchimp to Mortar DS

Step 1: Access the Mailchimp Integration

1. In your Mortar DS dashboard, navigate to the Integrations page.

2. Click Mailchimp to open the integration panel.

3. Click Connect to begin the setup process.

Step 2: Enter Your Mailchimp API Key

After clicking Connect, a window will appear prompting you to enter your Mailchimp API Key.
This key allows Mortar DS to securely connect to your Mailchimp account and begin data synchronisation.

Step 3: Generate a Mailchimp API Key

If you don’t already have an API key, follow these steps to create one:

1. Log in to your Mailchimp Account.

2. Click your Profile Icon in the upper-right corner.

3. Select Account & Billing from the dropdown menu.

4. Go to Extras → API Keys.

5. Click Create A Key.

6. Enter a descriptive name for your key (e.g., Mortar DS Integration).

7. Copy the newly generated API Key.

Return to the Mortar DS integration window and paste your API Key into the field provided.
Then, click Connect to complete the setup.

Step 4: Data Synchronisation

Once connected, Mortar DS will begin syncing your Mailchimp data automatically.

  • The initial synchronisation may take several hours depending on data volume and platform availability.

  • After the initial sync, your Mailchimp data will update continuously in near real time.

  • Data is cleaned and consolidated within Mortar DS, ensuring duplicate records are removed and missing fields are filled for more accurate reporting and analysis.

Step 5: Verify the Connection

When the connection is successful, the Mailchimp icon on your Mortar DS integrations page will display a green box in the upper-right corner — confirming that your integration is active.

You’re All Set!

Your Mailchimp account is now successfully connected to Mortar DS.
You can now:

  • View unified campaign and subscriber data in one place.

  • Analyse audience engagement and conversion metrics alongside sales and CRM data.

  • Build cross-channel customer segments for smarter targeting.

  • Streamline marketing performance reporting with automated, real-time data syncing.

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