You can nominate one master list to push contact to (from Sheep into MailChimp).  When a contact changes in Sheep it is re-sync's to MailChimp every few hours. The following fields are pushed to MailChimp and can be used to build segments for use with your MailChimp campaigns.

  • first name

  • last name

  • email

  • tags

  • locality

  • language

  • connected organisation

  • groups & group role

  • active memberships

How to build a MailChimp segment

Please note that MailChimp has its own delays. Although the data may have been pushed to Sheep it may not show up in the list preview or on the individual record. However when sending a campaign MailChimp does appear to always use the latest data.

Sending a static segment to MailChimp

If you have a static set of contacts selected from the directory you can push these to MailChimp using the Actions button.

  1. Navigate to the directory

  2. Open the filter panel and choose the filters that you need

  3. Click "Apply Filters" and close the filter panel

  4. Quickly check that you have the intended results

  5. Select "Actions" and choose "Create MailChimp Segment"

  6. Pick the GDPR legal basis and provide a comment for audit log

  7. Name your segment

  8. Click "Create" (your filter will now be queued and sent to MailChimp)

Notes:

  • MailChimp changed the way to manage static segments in 2019. Static segments are now listed as 'tags'. You will find your new static segment or 'tag' listed as SheepCRM export  with a date stamp (unless you provided your own name).

  • Contacts must already be in MailChimp. If your SheepCRM filter has contacts that are not in MailChimp then the segment in MailChimp will be smaller than the Sheep report.

Using you Segment in a Campaign

The purpose of creating a segment is almost certainly so that you can send them an email.

MailChimp document this process but this is the quick summary:

  1. Create a New Campaign

  2. Choose the Audience

  3. In the Segment dropdown pick the Segment you just created (note it will have a Sheep prefix and will take a few minutes to sync across)

  4. Continue to design and send your campaign

Note: If you need to send to multiple segments then choose "Group or New segment" at step 3. When prompted choose a rule based on tags matching the segment names. (Note MailChimp now call segments tags)

Did this answer your question?