Home → Marketing → Mailchimp → The integration process

6.4. The integration process

Step 1: Select MailChimp Account

 

 

1. On the integration page, hover over the Mailchimp Account button to reveal a list of available accounts connected to your system.
2. Select the Mailchimp account you want to work with from the list.

 

---

 

Step 2: Choose Rubi Reports and Mailchimp Audience

 

 

1. Select the Rubi Report contacts you want to compare with a Mailchimp audience. Please ensure that at a minimum to include the Output of ContactGUID as part of the report.
2. Choose the Mailchimp audience you want to compare with the selected Rubi Report contacts.
3. After selecting the Rubi Reports and Mailchimp audience, click the Compare Contacts button at the bottom of the page.

 

---

Step 3: Review the Comparison

 

 

1. Upon clicking the Compare Contacts button, two grids will be displayed on the page. The grid on the right shows the Mailchimp members, and the one on the left displays the Rubi Contacts.
2. NOTE: If contacts share the same email address, RubiCRM will select only one contact based on the hierarchy below. Mailchimp requires each member in an audience to have a unique email address.
3. In the Rubi Contacts grid, there is a column labelled Mailchimp Status indicating the status of each contact in the selected Mailchimp audience. For more information on the different Mailchimp Status types, click here.
4. If a contact has a status of missing, it means the contact is not present in the selected Mailchimp audience. Such contacts can be exported to Mailchimp.

Knowledge Tags

Mailchimp  /