Mailchimp is an email marketing software that gives you a number of options for designing and sending emails. It is currently free for up to 2,000 contacts and for up to 12,000 emails each month (correct October 2017).
At iKnow we enable you to syncronise your iKnow Charity contacts with MailChimp to allow your charity to send out emails to all your contacts, a circle or certain types of people.
MailChimp have a great help section (http://kb.mailchimp.com) but this guide will show what you need to do in iKnow to link your iKnow charity contacts to your MailChimp account.
If you do not already have a MailChimp account then you will first need to set one up. During the set up process you will be asked if you want to import data. You do not need to do this at this stage as we will syncronise your contacts from iKnow.
Once you have your MailChimp account set up you need to create a new list (http://kb.mailchimp.com/lists/growth/create-a-new-list).
We would recommend calling this “iKnow list – do not edit” or something similar. If you already have a mailchimp list you will still need to set up a new list for your contacts from iKnow. When you are setting up your list you will be asked to remind people how they got on the list. You might want to enter "You signed up for information and news from Your Charity Name".
Next you need to create an API key. This is a code that enables iKnow and MailChimp to speak to each other. MailChimp has a helpsheet to explain how to get an API key which you can find here: http://kb.mailchimp.com/accounts/management/about-api-keys
Please note that you need to click on “Create a Key” and not “Create a Mandrill API key”. Once you have your API key select and copy it.
Go back to iKnow and go to the Settings module. Click on the MailChimp icon within the Settings module and paste the API code into the box.
You will be asked, in Step 2, to select the correct list for your contacts to syncronise to. Ensure you select the 'iKnow List' we created earlier. Your iKnow account and mailchimp account will now be linked but please note, the lists are only updated overnight so will only be synchronised with MailChimp at 3am the following day.
Once your contacts are syncronised you can create your first campaign. When you create a new campaign you will see that you can choose to send it to the iKnow list or you can create a segment of this list if it needs to only go to a select group of people, for example, only those over 18, only the women or only those from one location. For more information on creating a segment take a look at this helpsheet: http://kb.mailchimp.com/segments/getting-started-with-segments
A few things to be aware of:
It is important that you DO NOT edit the list directly from MailChimp as this can cause problems with the API. Instead update information on iKnow and it will syncronise to MailChimp. Do not add people to the list in MailChimp but instead add them to iKnow. If you want to add people to MailChimp who are not on iKnow then you can create a new list in Mailchimp for them. You can send a campaign to more than one list.
Only those with contact type “charity” will be syncronised across to MailChimp
If someone’s contact type changes in iKnow or they are deleted they will remain on your MailChimp list unless they unsubscribe themselves.