Changing Mailchimp mapping-fields

Mailchimp Integration synchronizes pre-defined fields from Maximizer against similar fields in Mailchimp.

In Mailchimp the following audience field types map to the Maximizer table user-defined field type -- Drop Down, Radio Buttons, and Groups fields.

To delete or rename one of those pre-defined choices; you must perform the following procedures to ensure that the Mailchimp system and Maximizer remain synchronized. 

Before starting either of these procedures; make sure both the MailChimp and Maximizer Field setup is the same

Delete pre-defined choices

1. If using the On Premise version of Maximizer CRM, open Windows Service Manager.
2. Find Maximizer Mailchimp Integration Service, right-click it; and click Stop.
3. Delete the pre-defined choice from the Drop Down; Radio Buttons or Group field from the Mailchimp account. Instructions for this procedure can be found in the Mailchimp Help Center.
4. Delete the pre-defined choice from Maximizer:
   1. From Maximizer; go to  Administration Set Up User-Defined Fields.
   2. Find the table user-defined field that you want to delete. 
   3. Click Items in the menu bar.
   4. Select the item you want to remove; click Delete; and then  click OK.
5. Start the MailChimp Synchronization service from Windows Service Manager.

Renaming pre-defined choices

1. Rename the pre-defined choices from Maximizer:
   1. From Maximizer; go to  Administration  Set Up User-Defined Fields.
   2. Find the table user-defined field that you want to rename.
   3. Click Items in the menu bar.
   4. In the Modify Table Item window; type a new name for the item in the Name box; and save your changes. 
2. Update the Maximizer Records that had that items so that the new values are synchronized with Mailchimp:
   1. On the Address Book page; click Search Advanced Search.
   2. In the Advanced Search Dialog click Add.
   3. Expand the User-Defined Fields tree and the MailChimp folder select the Sync with Mailchimp field and the Table User-Defined field you renamed the item on; and click OK. 
   4. For the Sync with Mailchimp field; choose “Yes” and for the Table User-Defined field select the renamed item.
   5. In the Advanced Search dialog make sure that Must match all is selected; and click OK.
   6. After the search completes; click Edit Select All.
   7. Click Edit Global Edit.
   8. Update some fields or add a note and click OK.
   9. Wait for the update to complete.
   10. Wait for the next MailChimp synchronization session to complete.
3. Stop the MailChimp Synchronization service from Windows service Manager. 
4. Delete the pre-defined choice from the Drop Down; Radio Buttons or Group field from the Mailchimp account. Instructions for this procedure can be found in the Mailchimp Help Center.
5. Delete the pre-defined choice from the Maximizer:
   1. From Maximizer; go to  Administration  Set Up User-Defined Fields.
   2. Find the table user-defined field that you want to delete. 
   3. Click Items in the menu bar.
   4. Select the item you want to remove, click Delete, and then  click OK.
6. Restart the Mailchimp Synchronization service from Windows Service Manager.

Conflict Resolution

Maximizer entries and Mailchimp subscribers updates are normally synchronized following the rule that more recent updates will be copied to the record on the opposite side.

There are 4 situations under which the Conflict Resolution Override setting in the setup dialog will be used to determine the sync direction instead:

• The very first synchronization cycle after Mailchimp integration is initially setup.
• After Field Mapping changed; the entire Maximizer database will be re-synchronized. 
• After “Sync Entire List” button pressed; the entire Maximizer database will be re-synchronized. 
• When new record pair appears on both sides (which were not previously linked before) at the same time. In such case; the new record pair will be synchronized following the conflict resolution rule. An example of such situation can be reproduced as follows:
  • Existing ab entry x@abc.com on Maximizer doesn't have Sync with MC set
  • User manually adds new subscriber x@abc.com on MC side
  • In the next sync cycle; this record pair will be treated using the conflict resolution override setting

It is important to note that for scenario B where one want to make field mapping changes; one should take care to pay attention to these:

• Make sure the two sides (Maximizer and Mailchimp) are in sync. After that; do not make any changes to records on either side until the entire procedure is finished.
• Make the field mapping change.
• Wait for two synchronization cycles to complete.

Similarly; before using Sync Entire List; make sure the two sides are in sync.