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MailChimp: Sync an existing vinSUITE List

Sync a List with MailChimp 

Note: Before continuing, please verify your MailChimp Settings are configured correctly and your account is linked with vinSUITE. For additional information on configuration, please visit the Enable MailChimp Settings page.

 

1) In the vinSUITE admin panel, expand the ‘Marketing’ section in the left hand navigation panel, and then select ‘List Builder’. 

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2) The List Builder will open in the work space. Click the Pencil Icon Pencil.png in the Actions column to edit the appropriate list. 

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Tip: Please visit the Add a List page for more information about adding a list in List Builder. 

 

3) The Edit List window will appear. On the General tab, click the 'Enable MailChimp Sync' button to link an existing vinSUITE list with your MailChimp Account. 

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Note: This action will not automatically sync your list. The other tabs need to be completed so your list can be refined before syncing. 

 

4) Click the 'Save' button on the General tab. 

 

5) Verify all appropriate tabs and fields are selected to refine your list. Please note that any member type can be synced over to a MailChimp list. 

 

6) Navigate to the Summary tab. Click the 'Sync with MailChimp' button.  

Note: The length of time for the sync will vary depending on the size of the list. Please be patient as it may take a few minutes.  

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6) Once you log in to your MailChimp account, you should be able to view the appropriate vinSUITE list in the Lists section in MailChimp.  

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7) You will notice that all the default settings from vinSUITE are populated in the List Name and Campaign Default section in List Settings. 

Note: All the campaign defaults are editable for this list from MailChimp.

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8) All members on the vinSUITE list will be uploaded and visible on MailChimp. If the list is properly synced, MailChimp will contain the following member information:

  • Member email address
  • First Name
  • Last Name
  • Address
  • Phone Number
  • Member Number

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Note: Mailchimp only considers members duplicates if two members have the same email address on the same list. This way the same member (with the same email address) can be added to multiple lists.  

 

9) Navigate back to the ListBuilder. Once a vinSUITE list has synced with MailChimp, a new 'Refresh' button ListBuilderRefreshButtonsnag.jpg will appear next to the list. 

You can click the 'Refresh' button to verify unsubscribers have been removed from the list in both vinSUITE and MailChimp, although it is not required. Any unsubscribers noted in MailChimp will automatically update the list in vinSUITE. 

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Note: Any unsubscribes in MailChimp will automatically update the corresponding list in vinSUITE. 

 

10) If you add a new member to a list, you can go back to re-sync the list in ListBuilder. The new member will be updated and added to your existing list on MailChimp.

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Note: Currently, you can only add new members to an existing list. If you edit or delete members in vinSUITE, the corresponding list in MailChimp will not be updated. The only way to remove a member from a list in both vinSUITE and MailChimp is to unsubscribe them from the list. 

 

List Subscriber Rules 

 List A and List B are synced with MailChimp from vinSUITE. 

If a new member is added to List A and List B in vinSUITE and synced with MailChimp...

The new member will be reflected in both lists on MailChimp. 

If a member is edited in vinSUITE and List A is re-synced with MailChimp...

The member will not be updated on existing lists in MailChimp.

Example: The A member's phone number was edited in vinSUITE. Any existing list in MailChimp will not be updated. 

If a member is edited in MailChimp...

The member will not be updated in vinSUITE. 

Example: The A member's address was edited in MailChimp. The member record in vinSUITE will not be updated. 

 

Best Practice: 

If you want to modify the list parameters in vinSUITE of a list that was already
pushed to MailChimp, it is best to create a new list and then push it over.

If you edit or change any members beyond adding them to a list  that was already synced with MailChimp, it is recommended you create a new list and then push it over. 

 

 

List UnSubscriber Rules

List A and List B are synced with MailChimp from vinSUITE. 

If a member is unsubscribed from List A in MailChimp...

The member will NOT be taken off any existing lists in MailChimp.

Example: The member will not be taken off List B.

The member will NOT be added to any future lists that are synced between vinSUITE and MailChimp. 

Example: The member will not appear on List C if List C was synced after the member unsubscribed from List A. 

If a member is unsubscribed from List A in vinSUITE...

The member will be unsubscribed from all MailChimp lists for that winery.

Example: The member will not appear on List A, List B, or List C.

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