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.
Steps in this guide
- 1: Choosing a Subscription
- 2: Preparing Access
- 3: Configuration
- Can Zapier be used for other things?
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
- MailChimp generally employs two-factor authentication. To enable access, you’ll need to establish security questions and share the responses with us. You may directly copy and paste the text
- Discover how to configure security questions in MailChimp.
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