Mailchimp is a mass email marketing and automation tool. Integrate your Mailchimp and OnePageCRM accounts to keep contacts up to date. The Mailchimp integration also allows you to easily create segments and track your campaigns.

Please note: You will need a Mailchimp account first to connect it to OnePageCRM.

Connect your Mailchimp Account with OnePageCRM

Click on your User/Profile icon (top right-hand corner) → Select Apps and Integrations → under Communication Apps click on Mailchimp.

Apps and Integration page l Mailchimp

On the Mailchimp Integration page, click on Install.

Mailchimp integration page l Install button

Once the integration has been installed click Connect on the Configuration tab under step 1 to connect OnePageCRM to your Mailchimp Account.

Mailchimp integration page l Connect button

On the Login and Authorize page, log into your Mailchimp account or create an account, if you don't have one yet.

Once logged in you will be redirected to the Authorize OnePageCRM page → select Allow.

Mailchimp Authorize Page

Note: To disconnect your Mailchimp Account, navigate to the Mailchimp Integration page → under the Configuration tab Step 1 click on Disconnect. You can then either uninstall the integration or connect to a different Mailchimp account.

Mailchimp Integration page l Disconnect

Configure the Mailchimp Synchronization

Create an audience in Mailchimp

Depending on your plan for your Mailchimp Account, to create an audience, go to MailchimpAudiencesAudience Dashboard → click on the dropdown Manage Audience (top right-hand-side) → View audiences.

Mailchimp Page l Audience Dashboard

Click on the Create Audience button.

Mailchimp Page l Create Audience button

Select your Mailchimp audience

Once you created your Audience go back to OnePageCRM → Mailchimp integration page.

Under the Configuration tab step 3 → Select your Mailchimp Audience from the dropdown → click Refresh.

Mailchimp Integration page l Step 3

Select fields to synchronize

The data fields you select here will be synced together with the OnePageCRM contacts to your Mailchimp account to work with them further.

You can choose 20 fields from the following:

  • Email Address (required and always selected)
  • Status label (required and always selected)
  • First name (recommended)
  • Last name (recommended)
  • Lead source (recommended)
  • Tags (recommended)
  • Job title
  • Organization
  • Owner
  • Phone number
  • Address
  • Contact Custom fields

Note: Only select the necessary fields to keep the sync time efficient.

Mailchimp Integration page l Step 4


In Mailchimp, you have the option to mark contact fields as required for a contact to be added to this Audience. Contacts in OnePageCRM that do not meet these mandatory field requirements will not be transferred to Mailchimp.

It is important to verify this setting in your Mailchimp account to guarantee the synchronization of your contacts.

Configure the Mailchimp synchronization

To configure the sync select your preferences under step 5. → click Save & Sync.

  • Select contacts to be pushed to Mailchimp: All contacts or contacts that match a previously saved filter.

    Set a suitable time to push contacts to Mailchimp.

    Select the checkbox if you want to Automatically push new contacts at the sync time every day.

    You can delete or keep contacts in Mailchimp if you delete them in OnePageCRM or if they no longer match the saved filter criteria. Select from the dropdown: Contacts deleted from OnePageCRM XX in Mailchimp at daily sync:
    • 'will be deleted
    • 'will not be deleted' 
  • By selecting the checkbox Tag contacts rejected by Mailchimp during the sync process, the contacts not synced with Mailchimp will receive a tag in OnePageCRM, to let you know the reason. Learn more about Mailchimp sync errors below in Mailchimp Error tags

To finish the configuration of the Mailchimp integration click Save & Sync.

Mailchimp Integration page l Step 5

  • During the sync process with Mailchimp, the following rules are applied:
    • Only contacts with an email address are pushed to Mailchimp (Mailchimp will not accept contacts without email addresses).
    • If you edit a contact's details, these updated details will be pushed at the set sync time
    • All Address fields (Address, City, State, Zip, Countrymust be completed for the Address to be pushed over to Mailchimp. If only some of the Address fields are complete, then no Address information will be pushed to Mailchimp. 
    • Filters: If you have selected to push contacts within a filter - if you delete contacts from OnePageCRM or change the filter conditions - then these contacts will be deleted from Mailchimp at the sync time.

Status of the Mailchimp Synchronization

Check the Status of your Mailchimp Integration

Click on your User/Profile icon (top right-hand corner) → Select Apps and Integrations → under Communication Apps click on Mailchimp.

Apps and Integration page l Mailchimp

Under the Status tab the following sync statuses can appear:
  • All ok: The last sync has been completed successfully.
  • In progress: The sync is in progress.
  • Queued: The daily sync is queued to be synced.
  • Error: Displays if the sync cannot be done.
  • Mailchimp integration l Status tab


    • If there is an error detected at the sync time, the Error logs will display the problem email address and the error which is associated with it.
    • Error logs will show you any error during the last sync time.
    • The error log "Member Exists (400), "email address of contact" is already a list member" will appear for any contact included in the sync, that has already been pushed to your connected Mailchimp Audience.

    Mailchimp Sync Errors tags

    In the case of an error, OnePageCRM automatically applies one of the following tags to the contacts who are affected:

    • MC Invalid email: The email address of the contact is not correct. It may contain special characters like ‘ , ; space etc. It also includes all well-known temporary email services like or

    • MC Incomplete data: If a field is marked as "Required" in Mailchimp and this field is blank in OnePageCRM - this contact will not be pushed. For example, if the Company is a required field in Mailchimp, but the organization field in OnePageCRM is blank, then the contact will not be pushed.

    • MC Duplicate: At least two contacts pushed to Mailchimp have the same email address.

    • MC Cleaned: Some email addresses are automatically "cleaned" by Mailchimp. A "cleaned" contact is referred to as a non-deliverable email address. Hard bounces, as well as repeated soft bounces, become cleaned addresses - see Mailchimp's help article. Cleaned contacts are ignored when are included in a campaign audience. 

    • MC Unsubscribed: A Contact manually unsubscribed in Mailchimp or via an Unsubscribe link from the campaign email.

    • MC Sync error: Any other sync errors other than the above. For example; The domain of an email address of the contacts cannot be verified at the time of sync etc.

    • MC Not Subscribed: The contact has not opted in to receive email marketing campaigns, from your brand.

    • MC Archived: The contact has been archived within your Mailchimp Account and will not be included in future segments or email campaigns.
    • The sync errors listed above will only appear to a contact who is actively subscribed to your Mailchimp email audience. Otherwise, they will be assigned the "MC Unsubscribed" tag in OnePageCRM.

    Recent Campaigns

    The Recent campaigns tab provides you with an overview of Mailchimp's email analytics. This feature offers you valuable insights into the performance of Email Campaigns that have been sent out to your connected Audience.

    By utilizing this tab, you can easily track metrics such as open rates, click rates, and engagement levels. This data gives you insights into the effectiveness of your email marketing strategies and making informed decisions for future campaigns.

    Click on your User/Profile icon (top right-hand corner) → Select Apps and Integrations → under Communication Apps click on Mailchimp.

    Apps and Integration page l Mailchimp

    Under the Recent campaigns tab you can see the following analytics for your campaigns:

  • Segment Name
  • Date sent
  • Contacts: Amount of contacts within the email campaign
  • Delivered: How many emails could be delivered
  • Open rate: How many contacts opened the email
  • Click rate:How many contacts clicked on links provided in the email
  • Mailchimp integration l Recent campaigns

    Note: By default this time is pulled from Mailchimp at 5pm. You can adjust this time on the Configuration tab → under step 5 Email Campaigns → Select a time from the dropdown → click on Save & Sync.

    Note: If you check the box to Pin to the main menu it will bring you to the Recent campaigns tab automatically, for a quick overview of your email campaign analytics.

    Create Segments and Email Campaigns

    Click on your User/Profile icon (top right-hand corner) → Select Apps and Integrations → under Communication Apps click on Mailchimp.

    Apps and Integration page l Mailchimp

    In the Segments tab click on + Add segment → Enter Segment name and select your Contacts from the drop down → hit Send to Mailchimp.

    Note: You can select either All contacts, a predefined filter, or a saved filter. Please ensure that these contacts will also need to be included in the filter you set for the Mailchimp configuration on the Configuration tab step 5.

    Mailchimp integration l + Add segment

    To create a campaign, select Create a campaign for this segment, this will bring you to Mailchimp to create your email campaign. 

    Mailchimp integration l Create a campaign

    • The Mailchimp integration can only be enabled and configured by the Account Owner or Administrator.
    • Multiple-choice Custom Fields (Checkboxes) are not supported by Mailchimp.
    • Mailchimp offers a Free Plan that allows you to send 1,000 emails per month to up to 500 subscribers.

    OnePageCRM tags in Mailchimp

    Mailchimp has two tag options: their own internal tagging system and the tags synced from OnePageCRM. Learn here how to find your OnePageCRM tags in Mailchimp and create campaigns based on them. 

    Find OnePageCRM tags in Mailchimp

    In your Mailchimp account, go to Audience → click on All Contacts.

    Mailchimp page l Audience

    In the dropdown Toggle Columns select Tags → click Save.

    Mailchimp page l OnePageCRM tags

    Your OnePageCRM tags will be displayed between ~ (Tilde) symbols.
    E.g. ~Tradeshow 2024~

    Mailchimp page l ~tags~

    Use OnePageCRM tags when creating a campaign in Mailchimp

    In your Mailchimp account, go to Audience → click on SegmentsCreate segment.

    Mailchimp page l Audience l Segments

    From the dropdown Select or search a filter → scroll down to Contact details → select Tags.

    Mailchimp page l Regular Segment Builder

    Note: You can add multiple criteria by clicking on + Add Filter.

    In the next dropdown select contains → type the name of the OnePageCRM tag in the last field.

    Mailchimp page l Tag contains

    Once you have selected all filters, click on Review segment → Name your segment → proceed by clicking Review segment again → Use segment.

    You can send an Email Campaign either by:
  • Clicking on Send an email in the pop-window
  • or
  • Scrolling down to your segments → click on the dropdown next to Edit
  • Mailchimp page l Send Email Campaign

    Mailchimp Widget

    With the help of the Mailchimp Widget, users can quickly and easily review Email Campaigns sent to their contacts in the linked Audience.

    This feature allows users to retrieve valuable information about previous email campaigns, enabling them to stay informed and organized.

    Open a contactscroll down to the Mailchimp widget above the Contact Timeline → click on it to expand.

    Click on the Mailchimp widget to expand it.

    Once expanded it will display:
  • Date - date of the email campaign
  • Campaign - Email campaign name sent to the user, including a URL link for report analytics in Mailchimp.
  • Expanded Mailchimp widget, displays Date and Campaign name, including a URL link to the associated report analytics in Mailchimp.


    • The Mailchimp widget only displays data for email campaigns if it was sent to the linked Audience and the contact was included in the recipient's list.
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