Mailchimp Integration

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

IN THIS GUIDE

Setup
Settings
Using Rules With Mailchimp
Order Level Details

Setup

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

Alternatively, search for Mailchimp from the available integrations search.

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

Mailchimp Help

Select Need help getting started? to access helpful resources for using Mailchimp.

Auto Add To List

Use to automatically add new orders to your Mailchimp list. If you'd like to choose the list dynamically or prefer to add your new orders with a rule, set this field to None.

List Merge 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.

Auto Add Order

Use to automatically add new e-commerce orders to your Mailchimp E-commerce stores. If you'd like to choose the list dynamically or prefer to add your new orders with a rule, set this field to None.

Manage E-commerce Stores

Use this tool to create or delete Mailchimp E-commerce stores to add your orders to. This will allow you to assign orders to a generic store outside of your existing marketplaces in Mailchimp.

Stores created using this tool won't appear in your Mailchimp dashboard and will only be visible within your Order Desk settings and rules.

Require Double Opt-In

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

Using Rules With Mailchimp

Actions are available in the Rule Builder to be used in conjunction with your Mailchimp integration settings.

Subscribe to Mailchimp List

Use this action to select which Mailchimp list you'd like orders to be assigned to as they import. If using this rule, the Auto Add To List integration setting must be set to None.

Unsubscribe from Mailchimp List

Use this action to select which Mailchimp list you'd like orders to be unsubscribed from to as they import.

Add E-commerce Order To Mailchimp

Use this action to select which Mailchimp store you'd like orders to be added to as they import. If using this rule, the Auto Add Order integration setting must be set to None.

For more information about using the Rule Builder, please see our How to Work with Rules guide.

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 Mailchimp.

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.

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