MailChimp: Overview

This article gives a broad overview of the Kindful integration with MailChimp. After reading the overview, resources for connecting and diving deeper are at the bottom.

Connecting Kindful contacts to MailChimp

Once you connect MailChimp and Kindful, the contacts you have in your Kindful Groups can move to MailChimp as Static Segments.

If you have pre-existing groups in Kindful (before connecting MailChimp), you will need to add a new contact to those groups in Kindful to kick off the sync of those Groups to MailChimp. This is designed to keep you MailChimp account from being immediately flooded with new contacts, forcing you to a higher pricing tier within MailChimp.

To connect Kindful to MailChimp, go to Apps on the left sidebar. Select Learn More underneath MailChimp, then Connect.

Using Segments in MailChimp

One important aspect: your MailChimp Segments need to be static. 

Kindful is a CRM and MailChimp is an email marketing tool. We built Kindful to be a place to store your data and your people. By using MailChimp Static Segments, your donor data stays on the donor's record in Kindful, and gives Kindful much more depth and autonomy over the contact record's details. Ultimately, this gives you more reporting ability and flexibility within Kindful.

MailChimp gives you the option to save each Group that you have created as a Saved Segment. When you enter the details for the Segment, there’s a default checkbox for Auto-update. The help text for that checkbox says, "unchecking will save as Static." This needs to be done to get your Segments saved the right way.

Next steps

Learn more about how MailChimp syncs with Kindful here.

Video Instructions to Connect MailChimp

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