Q&A

How to Integrate MailChimp and OnlineFundraising with Zapier

Senest redigeret:

To transfer your donors' or members' data to MailChimp after they have completed a form, we recommend using Zapier—a third-party service. This guide will lead you through the necessary steps to set up the integration.

 

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Steps in this guide


 

1: Choosing a Subscription

Initially, you will need at least a Starter subscription with Zapier. This plan permits access to two-step workflows, essential for basic integration.

 


 

2: Access Preparation

Zapier Access 

  • Create a Zapier account
  • For a secure setup process, it's advisable to generate a temporary password and share your login credentials (username and password) with us during the setup. Please ensure you change your password subsequently.


MailChimp Access


 

3: Configuration 

Set your preferences:

  • Form ID: Select the particular form that should trigger the signup
  • Audience: Choose the appropriate recipient group for the member/donor
  • Tags: Consider adding specific tags to enhance categorisation
  • Data Fields: Specify which data fields from the form should be transmitted to MailChimp.

 

Can Zapier be used for other things?

Zapier offers a wide range of integrations with other programs, which can be part of your daily operations. This service can also be integrated with various features in OnlineFundraising.

Have a chat with us about the possibilities: support@onlinefundraising.dk