Mailchimp Integration

IN THIS GUIDE

Overview
Setup
Settings
Order Level Details

Overview

Order Desk can connect to Mailchimp and send your customer data in Mailchimp lists.

This guide explains how to set up and use the Mailchimp integration.

Setup

To enable the integration, click on Manage Integrations in the left sidebar. Under the CRM tab, find and enable the Mailchimp integration.

Click the Connect To Mailchimp button and login to your Mailchimp account to give Order Desk access to it. If you have multiple accounts, select the account you want Order Desk to connect to.

Settings

Auto Add to List

If you want all new orders to be added to a Mailchimp list as they are imported into Order Desk, choose the list from this dropdown.

If you would rather send specific customers to specific lists, use the Rule Builder to tell Order Desk which orders to send to which Mailchimp lists.

List Field Match

Use the List Field Match to send specific order data from Order Desk into custom merge fields in Mailchimp.

If you are using Mailchimp’s full address field type, enter a line like ADDRESS = customer or ADDRESS = shipping.

See this guide for a list of Order Desk field names.

Import Ecommerce Order

Select this option to embed the customer’s purchase information with Mailchimp’s Ecommerce360 feature, and Order Desk will add the order data to the customer’s record.

This feature is not guaranteed to continue working since Mailchimp’s old API was deactivated in 2016. Please use at your own discretion.

Require Double Opt-In

Select this option to require your customers to double opt-in to your Mailchimp lists.

Order Level Details

The following details can be submitted with an order as either checkout data or order metadata. For more information on what each field means, please talk to Active Ants.

Field Name Field Description
mailchimp_customer_tags Include customer tags on the order. Multiple tags can be sent if separated by commas.

If you are unfamiliar with checkout data, see the How to Work with Checkout Data guide.

Still need help? Contact Us Contact Us