Configuring the Mailchimp integration

Before starting the Maximizer Connect service you must configure your synchronization settings. In order to synchronize your contacts between Maximizer and Mailchimp, you must select a Mailchimp List to synchronize with. Maximizer Connect only allows synchronization between a single Maximizer Address Book and Mailchimp List.

Before performing this procedure; you must enter your Mailchimp API key in the Connection tab of the Maximizer Connect Setup dialog.

1. In the Address Book page; select the Mailchimp following tab.
2. Click the Maximizer Connect Setup link. The Maximizer Connect Setup dialog opens.
3. Select the Configuration tab.
4. Click the Select a Sync List link. The lists available for synchronization in your MailChimp account are displayed.
   
5. Select a synchronization list from the available MailChimp lists and click OK.
6. Click Yes.

Once this is done; do the following:

• Enable Interest Groups for the synchronized Mailchimp list.
• Set up custom field mappings to synchronize additional fields between Maximizer and MailChimp.
• Perform an initial synchronization to synchronize all entries in your list using the Sync Entire List function.

To enable groups for synchronized Mailchimp list

Before synchronizing your selected Mailchimp list for the first time; you must enable Interest Groups by creating one or more Groups for the list.

You can configure your Groups however you’d like to segment your list. For example; you could create a Group called “Email Profile” with options displayed as checkboxes that you could map to the Email Opt-In Type field in Maximizer; allowing you to segment the subscribers in your MailChimp list based on their email opt-in preferences in Maximizer.

For more information about how to set up Groups in Mailchimp; consult the Mailchimp help documentation.

1. Log in to your Mailchimp account and navigate to the Lists page.
2. Select the list that you have configured as your selected synchronization list.
3. From the Manage subscribers drop-down menu; select Groups.
4. Select Create Groups.
5. Choose the way you would like the group options to be displayed on your signup form.
6. If you don’t want to display these options on your signup form; select the Don’t show these groups on my signup form option.
7. Enter a title for the group in the Group title field.
8. Under Group names; enter as many options as you’d like to use for segmenting your list.
9. If you plan to map this Group field to an existing field in Maximizer; you should enter Group names that correspond to the available values in the Maximizer field.
10. Click Save.

To configure field mappings

By default; Maximizer Connect synchronizes the First Name; Last Name; and Email Address fields between Mailchimp and Maximizer. If you would like to synchronize additional fields; you can do so by setting up custom field mappings using the procedure below.

Before performing this procedure; you must select your MailChimp list for synchronization.

1. Under Address Book; select the Mailchimp following tab.
2. Click the Maximizer Connect Setup link. The Maximizer Connect Setup dialog opens.
3. Select the Configuration tab.
4. Click the Map Fields link. The Field Mapping dialog opens.
5. Click Add Field next to the MailChimp field that you want to add a mapping for.
   -- OR --
   Click Modify next to a Mailchimp field that is already mapped to change the mapping.
   -- OR --
   Click Remove next to a Mailchimp field that is already mapped to remove the mapping.
6. Select the Maximizer field to map the selected Mailchimp field to and click Select.
7. Click OK.
   
   

The items must be spelt in exactly the same way in Maximizer and Mailchimp.

To configure sync frequency

You can specify the frequency at which the Maximizer Connect synchronization service will run. The default synchronization frequency is once every hour.

Before performing this procedure; you must select your Mailchimp list for synchronization.

1. Under Address Book; select the Mailchimp following tab.
2. Click the Maximizer Connect Setup link. The Maximizer Connect Setup dialog opens.
3. Select the Configuration tab.
4. Click the Edit Sync Settings link. The Edit Sync Settings dialog opens.
5. Select the desired synchronization frequency in the Sync every drop-down menu.
6. Click OK. 

To configure conflict resolution

When you synchronize a field between Maximizer and Mailchimp for the first time; a conflict will occur if the entry exists in both Maximizer and Mailchimp and if the field has a value for the matching entry in both Maximizer and Mailchimp.

Conflicts may occur in the following cases:

• During the initial sync of your Mailchimp list if matching contacts are found in both MailChimp and Maximizer.
• If an entry that already exists in Maximizer but has not been synchronized with MailChimp is added to your Mailchimp list.
• If you add a new field to your field mapping; or if you change a field mapping from one field to another.

Maximizer Connect allows you to choose how to resolve these conflicts by specifying whether to use the Maximizer value or the Mailchimp value in the case of a conflict when synchronizing a field for the first time.

Before performing this procedure; you must select your MailChimp list for synchronization.

1. Under Address Book; select the Mailchimp following tab.
2. Click the Maximizer Connect Setup link. The Maximizer Connect Setup dialog opens.
3. Select the Configuration tab.
4. Click the Edit Sync Settings link. The Edit Sync Settings dialog opens.
5. Select the Conflict resolution option you wish to use to decide which value to retain if a conflict occurs when synchronizing a field for the first time.
   • Select Maximizer overrides to keep the Maximizer value.
   • Select Mailchimp overrides to keep the MailChimp value.
6. Click OK.

To sync the entire list

You can use this procedure to perform an initial synchronization after setting up Maximizer Connect for the first time; or when selecting a new MailChimp list for synchronization.

When you select this option; the Maximizer Connect service will perform a complete synchronization of all entries in the selected MailChimp list and all Maximizer entries with the Sync to MailChimp user-defined field selected at the next synchronization cycle.

Before performing this procedure; you must select your MailChimp list for synchronization.

1. Under Address Book; select the Mailchimp following tab.
2. Click the Maximizer Connect Setup link. The Maximizer Connect Setup dialog opens.
3. Select the Configuration tab.
4. Click the Sync Entire List link.
5. Click Yes.