Mailchimp Integration [NEW]

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Mailchimp is an email marketing tool that helps you manage email lists and campaigns, analyze their performance and more. If you need email functionality beyond Copper’s bulk email tool, Mailchimp’s free or paid plans might be a good fit for you. 

Our Mailchimp integration allows you to:

  • Automatically sync contacts between Copper and Mailchimp. Choose between one-way (Copper -> Mailchimp) or two-way (Copper <-> Mailchimp) syncing!
  • Sync custom fields between Copper and Mailchimp
  • Sync tags from Copper to Mailchimp
  • View Mailchimp information, including:
    • Audience-level metrics such as number of subscribers and campaigns, open rates, and click rates
    • Member-level metrics such as Member Rating, average click rate, and average open rate
    • Member-level activities such as campaigns they received, opened, and clicked

Continue reading to learn about:

Note: this article is specifically for our new and improved Mailchimp integration. We do have an older version that will be removed at the end of 2022. So we strongly recommend this newer version!

 

Installing the Mailchimp Integration

Enable the integration

  1. Sign in to your Copper account and click Settings > Integrations > Integrations.
  2. Locate the box for Mailchimp [NEW] and click "Connect." You will be redirected to the Settings page for the integration.
  3. In the Settings page, click the Connect button. Make sure you select the checkboxes under “Enable Mailchimp [NEW] for records” and “Choose locations to show Mailchimp [NEW]”
  4. Open any Person record and open the Related section.
  5. Under the Mailchimp section, you’ll be prompted to enter your Mailchimp Client Key. Copy and paste it in and click Update. Where do I find the Mailchimp key?
  6.  

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Once the integration is installed, you'll see Audience information in the Related section of each Person (and Leads, if you have enabled it there).

 

Setting up the Mailchimp Sync

Once you've installed the Mailchimp integration, you'll have visibility on Mailchimp activities for each of your contacts. But you'll need to configure your sync settings in order for automatic contact syncing to occur.

To configure the Mailchimp sync, open the Related section of a contact record. There, you will see a section for Mailchimp and a button for Sync. Note that only admins will be able to complete this step.

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Once you click Sync, you will see boxes to enter your Copper API key and to customize your Sync settings.

To generate a Copper API Key, go to Settings > Integrations > API Keys > Generate API Key. Copy and paste that API key and enter your email address.

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Make sure you customize your sync rules as well.

  1. Select the Copper Segment (Leads or People)
  2. Select the Mailchimp audience the segment will sync with
  3. Choose if this is a one or two-way sync
  4. Add another rule if required
  5. Click the Start Sync button at the bottom!
Note: existing contacts will only sync when there is a change on their contact record. So if you need to sync existing contacts, we recommend making a bulk edit to trigger the sync. For example, you could add a tag to everyone you want to push from Copper to Mailchimp. Then you can delete the tag afterward by going to Settings > Customize > Manage Tags. Do this after you set up your field mapping and tag sync (next two sections).

 

Adding More Fields to the Sync

By default, the integration will only sync first name, last name, and email for each contact. You can expand on this through the Field Mapping settings.

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After you click into the field mapping settings, you'll see either one or two boxes depending on whether you activated one-way or two-way syncing.

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Click the gear icon for the sync direction you'd like to configure. You'll see dropdowns to select fields in Copper and in Mailchimp.

In the example below, we're setting up the sync from a custom field in Copper for Number of Employees to an equivalent custom field in Mailchimp.

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Remember to click the "add" and "save" buttons afterward!

 

Syncing Tags

To sync tags from Copper to Mailchimp, open the field mapping settings and turn on the toggle for Sync Tags.

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Once that's done, any tags you add to a contact in Copper will be synced into Mailchimp. If the tag does not exist in Mailchimp already, the integration will create it for you.

Currently, the tag syncing only works from Copper to Mailchimp, not from Mailchimp to Copper. If you have any feedback on how the sync works, feel free to post it as an Idea and our Product team will take a look!

 

Pausing and Resetting the Sync

If you need to pause or reset a sync rule, you can return to the Sync settings at any time.

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Common Questions

Is there any additional cost for this integration?

Nope! This integration is included with all Professional and Business tier subscriptions.

Where do I find the Mailchimp API key?

This article explains how to find or create a new Mailchimp API key.

Can any user access the setup on the integration?

The entire team can enjoy using the integration. However, the settings are restricted to admin users only, for security reasons.

What fields are included as part of the sync?

By default, the contact’s first name, last name, and email address are synced. You can add more fields to the sync - see Adding More Fields to the Sync.

How does the two-way sync work?

If you have chosen to make your Copper People sync with a Mailchimp audience two ways, any new Copper people will automatically be available in Mailchimp. The same applies the other way, so if any new subscribers join the Mailchimp audience, a new Copper People record will be created. 

Does the two-way sync manage updates on records both ways?

Yes! Any new updates, whether from Copper or Mailchimp, will be automatically updated. The email address is used as the unique identifier. So, if the email address changes in Mailchimp, a new record will be created in Copper.

Does the sync work in real-time?

Yes! However, when server traffic is operating at peak times, there may be some slight delay in changes being reflected. 

Are existing contacts synced?

The sync is triggered when there is a change to the contact record. So if you need to sync existing contacts, we recommend making a bulk change to trigger the sync. For example, you could add a tag to everyone you want to push from Copper to Mailchimp. Then you can delete the tag afterward by going to Settings > Customize > Manage Tags.

Can I sync to both Leads and People?

Yes, but beware: if you set up a 2-way sync for both people and leads to a single Mailchimp audience, your new leads will appear in people and your new people will appear in leads due to the 2-way sync. It will not sync records that already exist in Copper or Mailchimp.

How do I know which Mailchimp audiences and campaigns a lead or person has been added to?

You can see this in the Mailchimp section under the ‘Related’ tab in the person or lead record. The Audience tab shows high-level stats to provide an indication of campaign performance. If the contact is already added to the audience, you’ll see the ‘view activity’ button. If on the other hand, the contact is not in the Mailchimp audience, you’ll see the ‘add’ button. 

Can I add a contact to multiple Mailchimp audiences?

Yes! Even though the sync only allows mapping Copper (leads or people) to one Mailchimp audience, you can easily add your contact to other Mailchimp audiences when you see the ‘add’ button in that audience.    

How many Mailchimp audiences can I sync?

Up to 100!

Can I see the contact’s Mailchimp stats?

Yes! Whilst on the Copper record, head over to the Related area and locate the Mailchimp integration. If your contact is already in Mailchimp, click on the ‘view activity’ button to access the stats.

Please note, if you’re just starting out with Mailchimp, it may take some time to accumulate campaign performance data, such as open and click-through rates to report back into Copper.   

Do the stats include subscribed status and star rating?

Yes! In addition, you can see actual open and click-through rates for that contact. 

Can I see the campaign engagement activity?

Yes! Below the stats box, the integration will list the last 50 activities performed by the contact. This includes, sends, opens, and clicks so you can be well informed of campaign engagement.

How do I disconnect the integration?

Before disconnecting the integration from the Settings > Integrations page, be sure to Reset the sync first. This will ensure any existing sync rules will be deregistered and won’t run in the background after disconnecting the integration.

What types of custom fields can I sync from Copper?

You can sync any type of custom field other than multi-select fields and connect fields.

Does the integration work with Mailchimp segments?

The integration only works on the Audience level in Mailchimp. If you have suggestions for additional features, please post them on our Ideas board for the Product team to consider!

Is two-way sync required to see the Mailchimp campaign status?

Yes, you will need to enable two-way sync so that the integration can pull this information.

Is there a way to sync only specific contacts?

No; the sync will apply to all Leads/People in Copper and to all Members in your selected Mailchimp audience. If you have suggestions for additional features, please post them on our Ideas board for the Product team to consider!

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