Mailchimp

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.


  • You will need a Mailchimp account to connect it to OnePageCRM.
  • Only Account Owner or Administrators can configure and manage the integration.

In this article:



Connect your Mailchimp Account with OnePageCRM

1
Go to the Mailchimp Configuration under Apps and Integrations → Click on Install.

Apps and Integration page l Mailchimp


2
Click Connect in the Configuration tab (Step 1) to link OnePageCRM with your Mailchimp account.

Mailchimp integration page | Step 1 | Connect button


3
Log in to your Mailchimp account (or create one), then click Allow on the Authorize OnePageCRM page.

Mailchimp Authorize Page


💡 Disconnect your Mailchimp account on the Mailchimp Configuration (Step 1) and click Disconnect. You can then uninstall the integration or connect a different Mailchimp account.

Mailchimp | Disconnect and Uninstall


Configure the Mailchimp Synchronization

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Create an audience in Mailchimp

1
Depending on your Mailchimp plan, in Mailchimp, go to Audiences → Audience Dashboard → Manage Audience → View audiences.

Mailchimp Page l Audience Dashboard


2
Click on Create Audience.

Mailchimp Page l Create Audience button


Select your Mailchimp audience

After creating your Audience, return to OnePageCRM Mailchimp Configuration.


In Step 3, select your Audience from the dropdown and click Refresh.

Mailchimp Configuration | Step 3


Select fields to synchronize

In Step 4, select up to 20 data fields to sync OnePageCRM contacts with your Mailchimp account for further use.

  • 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

Mailchimp Configuration | Step 4


💡 Only select the necessary fields to keep the sync time efficient.

💡 In Mailchimp, you can set required contact fields for an Audience. Any OnePageCRM contacts missing these fields won’t be synced.

    • Make sure to verify this setting to ensure proper synchronization.

Configure the Mailchimp synchronization

To configure the sync, choose your preferences in Step 5 and click Save & Sync.


  • Select which contacts to push to Mailchimp (all or filtered) and set a sync time.
  • Choose whether to auto-sync new contacts daily.
  • Decide if contacts deleted in OnePageCRM should also be removed from Mailchimp.
  • Enable tagging for contacts rejected during sync to view sync errors. Learn more here.

Mailchimp Configuration | Step 5


💡 The following rules apply during the sync with Mailchimp:

    • Only contacts with an email address are pushed.
    • Updates for contacts sync at the scheduled time.
    • Full address details are required for syncing (partial addresses are not included).
    • If using filters, contacts removed or no longer matching the filter will be deleted from Mailchimp at the next sync.

Status of the Mailchimp Synchronization

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Check the Status of your Mailchimp Integration

1
Go to the Mailchimp Configuration under Apps and Integrations.

Apps and Integration page l Mailchimp


2
Under the Status, you may see:

  • All ok: Sync completed successfully
  • In progress: Sync running
  • Queued: Waiting for scheduled sync
  • Error: Sync failed

    • Mailchimp integration | Status


    💡 If an error occurs during sync, Error Logs will show the affected email address and the associated issue.

    💡 Logs capture all errors from the latest sync.

    💡 The “Member Exists (400)” error means the contact is already in your Mailchimp audience.


    Mailchimp Sync Errors tags

    If this is enabled for the sync and an error occurs, OnePageCRM automatically tags the affected contacts:

    • MC Invalid email - The contact’s email address is invalid, may contain special characters or spaces, or use a temporary email service. (e.g., yopmail.com, sharklasers.com.)


    • MC Incomplete data - A required Mailchimp field is missing in OnePageCRM. For example, if “Company” is required in Mailchimp but the Organization field is empty in OnePageCRM, the contact won’t be synced.

    • MC Duplicate - Two or more contacts pushed to Mailchimp have the same email address.

    • MC Cleaned - Mailchimp marks an email as “cleaned” when it’s non-deliverable (e.g., hard bounces or repeated soft bounces). Cleaned contacts are excluded from campaign sends.


    • MC Unsubscribed - The contact unsubscribed in Mailchimp, either manually or via an unsubscribe link in an email campaign.


    • MC Sync error - Any other sync issues not covered above, such as when an email domain can’t be verified during sync.


    • MC Not Subscribed - The contact hasn’t opted in to receive marketing emails from your brand.


    • MC Archived - The contact is archived in Mailchimp and won’t be included in future segments or email campaigns.

    💡Only subscribed Mailchimp contacts show sync errors. Others are tagged 'MC Unsubscribed' in OnePageCRM.

    On Recent Campaigns, show Mailchimp email analytics, including open rates, click rates, and engagement. It helps you track campaign performance and improve future email marketing.


    1
    Go to the Mailchimp Configuration under Apps and Integrations.

    Apps and Integration page l Mailchimp


    2
    Under the Recent campaigns, you can see:

  • 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


    💡 By default, this time is taken from Mailchimp based on your configured sync schedule.

    Change it on Configuration → Step 5. Email Campaigns → select a time  → Save & Sync.

    💡 If you select Pin to the main menu, you’ll be taken directly to the Recent Campaigns tab for quick access to email analytics.


    Create Segments and Email Campaigns

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    1
    Go to the Mailchimp Configuration under Apps and Integrations.

    Apps and Integration page l Mailchimp


    2
    Under Segments, click + Add segment → enter + Segment name → select Contacts from the dropdown → click Send to Mailchimp.

    Mailchimp integration | + Add segment


    💡 When using a filter, ensure these contacts are included in the filter set in Step 5 of the Configuration.


    3
    Click Create a campaign for this segment to open Mailchimp and create your email campaign.

    Mailchimp integration | Create a campaign


    💡 Multiple-choice Custom Fields (Checkboxes) are not supported by Mailchimp.

    💡 Mailchimp offers a Free Plan that allows you to send 500 emails per month.


    OnePageCRM tags in Mailchimp

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    Mailchimp offers two tag types: its own tags and those synced from OnePageCRM.



    Find OnePageCRM tags in Mailchimp

    1
    In your Mailchimp account, go to Audience → click on All Contacts.

    Mailchimp | Audience


    2
    In Manage contacts, open the Toggle Columns dropdown → enable Tags → Save.

    Mailchimp | OnePageCRM tags


    3
    OnePageCRM tags appear between tildes (~), e.g. ~Tradeshow 2024~.

    Mailchimp | ~tags~


    Use OnePageCRM tags when creating a campaign in Mailchimp

    1
    In your Mailchimp account, go to Audience → click on Segments → Create segment.

    Mailchimp | Audience l Segments


    2
    From the dropdown Select or search a filter → scroll down to Contact details → select Tags.

    Mailchimp | Regular Segment Builder

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


    3
    In the next dropdown, select contains → enter the OnePageCRM tag name in the last field.

    Mailchimp | Tag contains


    4
    After selecting your filters, click Review segment → name it → click Review segment again and select Use segment.

    Send an email campaign:
  • Either click Send an email in the pop-up
  • Or go to your segments, then use the dropdown next to Edit.

    • Mailchimp | Send Email Campaign


    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.


    1
    Open a contact → scroll down to the Mailchimp widget above the Contact Timeline → click on it to expand.

    Click on the Mailchimp widget to expand it.


    2
    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 shows campaign data if emails were sent to the linked Audience and the contact was included in the recipient list.

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