You can transfer contacts from the Address book (Accounts, Contacts, Leads) to MailChimp. Select the list view from which you want to export the contacts, e.g. Contacts.
Click Address book ► Contacts. Select the Export button and select the Export to MailChimp option.
When exporting contacts, you need to select Lists, Groups and Group names (choose if the Group names will be created from tags which you use in CRM or if you want to manually create them and see them only in MailChimp). You will find your contacts under this category in MailChimp. Confirm by clicking the PROCEED WITH EXPORT button.
Contacts will be transferred within a couple of seconds.
Final summary will be shown after the export. Thanks to the summary, you will see how many contacts were newly transferred.
- You can always transfer up to 2,500 contacts per export.
- The following fields are transferred from RAYNET to Mailchimp: first name, last name, e-mail, Group names
- The export is checked for duplicates based on the email address included in a particular MailChimp List. If the contact already exists, it is only updated if necessary.
It can take up to a couple of minutes for a campaign to appear in RAYNET after having sent a campaign. We recommend waiting for at least 30 minutes and if you cannot see a new mass e-mail created in CRM, let us know.
Deleting contacts from MailChimp
If you remove contacts from MailChimp, you will no longer be able to re-export them to MailChimp again. Data will be permanently deleted from MailChimp. CRM will not receive information from MailChimp for what purpose the contacts were deleted. If you try to export again, you will see a window that the export was performed, but the contacts will not be transferred to MailChimp.
If you are not sure if you want to permanently delete the selected contacts (e.g. you want to use them again in the future), choose Archive instead. Marked contacts will be deleted, but their campaign data will be retained in their history. The advantage is that you can export such deleted contacts from RAYNET to MailChimp again.