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What is it?

Use workflows to add, update and remove contacts in Mailchimp automatically when your chosen conditions are met. This article walks through building one.

How do I do it?

Step 1: Connect the Mailchimp Connected App

Mailchimp Contact Sync: step 1 — Step 1: Connect the Mailchimp Connected App
You need a Mailchimp account before you connect it to Komo. See Mailchimp’s guide to creating an account.
  • Click the Workspace initials in the top right corner, then click Company Settings.
  • Click Connected Apps in the left-hand menu.
  • Click Connect next to Mailchimp.
The Connect Mailchimp window with the Sign in button
  • Click Sign in and log in to Mailchimp.
  • Click Allow to authorize the connection.

Step 2: Build your workflow

Mailchimp Contact Sync: step 2 — Step 2: Build your workflow
  • Workflows can be created at the workspace, hub or card level. This article uses the card level; the steps are the same at the workspace or hub level, where you open workflows from the left-hand toolbar. See workflows for contact lists for the workspace level.
    First, set up a data capture form with the contact property fields and consent fields you need. See data capture forms and consent fields.
  • Open your Engagement Hub and the card with the data capture form you want to sync contacts from.
  • (1) Click Definitions under the Workflows dropdown.
  • (2) Select + Create Workflow.
  • (3) Give your workflow a clear Name (internal only).
  • (4) Click Create.
  • Select the pencil icon next to Trigger.
  • Select the event that will trigger your workflow from the Execute flow on dropdown. In this case, we will select Data captured.
  • Click Save and then select the X to exit the modal.
  • Drag the Filter module below the Trigger module, then drag the Trigger’s Output node onto the Filter’s Input node.
  • Select the pencil icon on the Filter module and set the conditions that must be met. In this case, the workflow only runs when the Email consent subscription is Active.
  • Click Save and then exit the modal by clicking X.
  • Drag the Mailchimp action module you need below the Filter module. This example uses Add/Update Member.
The Steps panel searched for Mailchimp, listing Add tags, Add/Update member, Archive member, Delete member, Remove tags and Unsubscribe member
  • Drag the Filter’s Success Output node onto the action’s Input node.
  • Click the Pencil icon on the Action module.
  • Select the Mailchimp audience and map the contact properties you collect to the matching Mailchimp audience fields (you can copy and paste the merge fields from the right-hand column).
    See Mailchimp’s guide to creating an audience.
The Add/Update member step with a Mailchimp audience, Contact email and merge fields mapped to contact properties, and the Inputs panel on the right
  • Click Save and then exit the modal by clicking X.
  • Click Save in the top right-hand corner.
A finished workflow: a Data captured (Including disqualified) trigger, a Filter where Email consent is Active, then Add/Update Member
  • To start the workflow, click the 3 dots next to it, select Run, then Yes, start it.

Step 3: Test your workflow

  • Exit the Card settings, click the 3 dots at the top right of the card and select Visit single card.
  • Fill out the data capture form, ticking the consent field checkboxes, then click the X to exit.
  • Go back to your Engagement Hub, open the Card settings and select Usage under the Workflows dropdown.
  • A Success tag in the status field for your contact means the workflow ran.
A workflow run showing the Started, Contact Filter, Mailchimp Upsert and Completed steps
  • In Mailchimp, go to All Contacts under the Audience dropdown to confirm the contact was added. If it isn’t there, refresh your browser.

FAQ

What actions can I currently perform in Mailchimp using this workflow sync? You can add tags to audience members, add/update an audience member’s data, archive an audience member, permanently delete a member, remove tags from an audience member and unsubscribe an audience member. When setting up the actions, why can’t I see the audience I’d like to add the contact to? The audience probably hasn’t been created in Mailchimp yet. Create it before building the workflow. See creating audiences. Is the workflow sync a two-way sync (ie. push and pull)? No. It’s a one-way sync (push) from Komo to Mailchimp. Changes made in Mailchimp aren’t reflected in Komo. How often will the workflow sync run? Whenever the trigger conditions (set in Step 2) are met. The workflow runs immediately. How many workflow syncs can I create? As many as you need. Can I send contacts from specific cards to a different Mailchimp audience or tag, as well as my workspace-wide sync? Yes. Keep your Workspace-level workflow for the overall sync, and add a Card-level workflow on the cards you want to segment (for example themed competitions) that adds the contact to another audience or applies tags. Both workflows run for that card’s data captures, so the contact is synced once per workflow and can end up in more than one audience or with extra tags. See Workflows for how scopes work.