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NEW Mailchimp integration steps

NEW Mailchimp integration steps
 

This document goes through the process of configuring the Mailchimp integration to allow communication of customer data into the Mailchimp marketing system.

 

TABLE OF CONTENTS

Step 1: Configure control panel settings

  • Before starting anything below, make sure site is on AWS. If venue does not have an AWS service running in FireDaemon, let Support Management know. 
  • The below settings need to be configured in the controlpanel table on the customer server
    • If the settings below don't exist in ControlPanel, let Support Management know. 
    • MailchimpAPIKey
      • How the customer can find their API key after they log into their account:

        • Click on your account name in the top-right corner and select "Account".

        • In the "Extras" dropdown menu, select "API keys".

        • If you haven't generated an API key yet, click on the "Create A Key" button. If you have already generated an API key, you will see it listed here along with its name, creation date, and last used date.

        • To view your API key, click on the "Show" link next to the key. This will reveal your API key. Note that for security reasons, Mailchimp will only show your API key once, so be sure to copy and save it somewhere safe.

        • You can also generate a new API key or delete an existing one by clicking on the corresponding buttons next to the key.

        • Copy and paste the whole API key into the ControlPanel MailChimpAPIKey field, don’t format anything.

    • MailchimpAPIURL

    • MailchimpListId

      • ListId/AudienceID on Mailchimp can be found/created after logging into their account:

        • Click on the audience icon in the left-hand menu to go to your audience dashboard.

        • Select the audience you want to find the ID for.

        • Click on the "Settings" dropdown menu and select "Audience name and defaults".

        • Scroll down to the "Audience ID" section. Your audience ID will be listed here.

        • You can also copy your audience ID by clicking on the "Copy" button next to it, paste it into the ControlPanel settings

    • MailchimpTags

      • We usually use the license name, but it can be something custom.

      • Must be in quotations

    • MailchimpPushAll

      • If enabled, all customer table fields will get pushed to Mailchimp.

    • Do not set MailchimpEnabled to True until all steps of this document are complete. No Main Engine restart is required.

Step 2: Enable Mailchimp integration

  • Once all the above configuration is complete and all settings are correct for the customer, go ahead and set the MailchimpEnabled setting to true to start the sync.

 

*** DO NOT PERFORM THE STEPS LISTED BELOW UNTIL YOU SPEAK TO ALEJANDRO OR BOGDAN ***

// When we enable Mailchimp for a customer, customer records will only push to Mailchimp starting the day it was enabled; any prior customers accounts will not transfer over. If you need to push all prior records these steps are needed. After all the settings are configured above, wait about 10 minutes before running these next steps:
1. Go to https://prod.integration.mailchimp.clubspeed.com/swagger/index.html

2. Drop down the '/MailChimp/UpdatePushStartTime' option.
3. Enter the license name and the number of months you wish to go back and push records. 

   - For example, by entering in '6' we will be going back and pushing customer records that were created within the last 6 months.