This integration may not be included in every Funraise plan.
Mailchimp can be integrated with the Funraise platform directly from the Integrations page under settings. You may need to contact your Success Manager to activate this feature.
How it works
Syncs new supporters to a single audience you identify in your Mailchimp account
Adds new custom fields to your Mailchimp records to store Funraise data
A few examples of what you can do with Funraise + Mailchimp:
Automate new donor welcome drips
Automate retention drips
Send mass emails to donors or fundraisers
Segment supporters by total amount donated or total amount fundraised
Data synced
The following data is synced with Mailchimp.
Email Address
First Name
Last Name
Title Prefix
Suffix
Preferred Name
Donor Type
Institution Type
Postal Code
Country
State
City
Tags* (Supporter Tags)
Birthday
Gender
Total Donated
Number Donated (number of donations)
Total Fundraised
Number Fundraised
Last Donated (Last Donated Date)
First Donated First (Donated Date)
Is Fundraiser ( 1 = Fundraiser 0 = not a fundraiser)
Subscribed or Unsubscribed is sent as a status on the Supporter
* Funraise tags are sent to a custom merge field, but they are not shared with Mailchimp tags. Mailchimp tags are separate from Funraise tags.
When is a record updated?
When a donation occurs
A supporter is added or edited in Funraise
When a fundraiser signs up
When a fundraiser receives a donation
Good to know
Email opt-out: Supporters will not be synced with Mailchimp when they are marked as opted-out of email communications in Funraise.
Mailchimp custom field limit: Mailchimp only allows for an Audience list to have a maximum of 30 Fields. Funraise creates 24 fields, so be sure that your list doesn't already have more than 6 fields when you connect your Mailchimp integration in Funraise.
Connect Mailchimp
In Mailchimp
Create an API key in Mailchimp by clicking Account > Extras > API Keys. In a following step, you'll paste this key into Funraise.
Create a new audience in Mailchimp. In a following step, you'll paste your audience ID into Funraise.
In Funraise
From the Profile Icon, click "Settings" and then click on the Integrations Page.
On the Mailchimp Integration card, click on the actions menu > Edit.
Paste the API Key and audience ID. Click Save.
That's it! Once you've connected the integration, new donors and fundraisers that opt-in to email communication will be synced with Mailchimp.
As a next step, you may want to create a few helpful segments in this audience to communicate strategically with your contacts. Some helpful segments include first-time donors, recurring donors, fundraisers, or donors who have given over a certain amount.
Existing historic contacts are not synced
Connecting the integration will not sync existing historic contacts. If you're setting up a new Mailchimp account, you may want to bulk-import existing contacts to Mailchimp.