The sync to Mailchimp from Donorfy works as follows...
The following data from Donorfy is used when updating Mailchimp:
- Email address
- Last Name
- First Name
(last name and first name are held in Mailchimp merge fields).
If a Constituent name is changed in Donorfy, then the corresponding contact in Mailchimp will also be updated.
Only one email address will be used to populate Mailchimp, even if the constituent has multiple email addresses (see Preferred Channel).
The Mailchimp sync will only send data to Mailchimp where there is an email address present on the constituent Profile (see Preferred Channel).
The following will occur where the email Channel permissions are set to:
- OK (green) - the constituent will be subscribed to the Mailchimp audience
- Unconfirmed (orange) - the constituent will be subscribed to the Mailchimp audience
- No (red) - the constituent will unsubscribed from the Mailchimp audience
The Donorfy to Mailchimp sync will use the "preferred" email from the Preferred Channel dropdown box in the preference centre.
If a preferred email preference isn't set (i.e. set to a mailing address), then it will use the first email found from this sequence of checks:
- Personal email 1
- Personal email 2
- Work email 1
- Work email 2
- Other email 1
- Other email 2
Constituent Profiles that are set as Do Not Contact
The Preferred Channel of Do Not Contact can be used as a further way to suppress Constituents from mailings and emails within Donorfy.
To omit those Constituents that are set as Do Not Contact from your Mailchimp sync your List should include the following filters:
Preferred Channel | Not Equals | Do Not Contact
AND | Preferred Channel | Is Not Empty
Where a Constituent is set as Email is No and Preferred Channel is Do Not Contact, these Constituents are pre-omitted from the sync and will not update Mailchimp. These Constituents will need to be updated in Mailchimp via the following process: Sending only opted out data to your MailChimp Audience
Tags and Purposes
Donorfy Tags and Purposes will be used to update Mailchimp Tags and Groups as specified by your Donorfy to Mailchimp Audience mappings - see this article.
Important this can lead to mapped Mailchimp Tags and Groups being removed from audience members as well as added.
- If a constituent appears on both the Donorfy list and the MailChimp audience we will check their details in Mailchimp match their details in Donorfy.
- If a constituent appears on the Donorfy list but not the Mailchimp audience they will be added to the MailChimp audience
- If a constituent has been blocked for email they will be unsubscribed from the MailChimp audience
Note that no information held in Donorfy will be modified during this process - to update Donorfy from MailChimp see this article.
When the Channel email is marked as ‘No’ (red) upon the next sync to Mailchimp where that constituent is present it will unsubscribe the contact in Mailchimp.
Where the Channel email changes from 'No' (red) to Yes (green) in Donorfy and has been previously unsubscribed in Mailchimp, the constituent will need to be re-subscribed from within MailChimp.
Anyone who has been unsubscribed from a MailChimp audience will not be re-subscribed by the update from Donorfy, however, the update will not mark the corresponding constituent in Donorfy as being blocked for email.
The constituent's details and tags will remain in MailChimp, but their profile will be marked as unsubscribed.
NOTE: if a contact has been deleted from the MailChimp audience using "delete and remove", it cannot be added again by Donorfy. The only way to add them back into the audience is if they re-subscribe using the form.
Email address sharing (one email for one or more constituents)
It is possible for multiple Donorfy constituents to share the same primary email address - if the multiple constituents sharing an email address appear on a Donorfy list being used to update MailChimp, the constituent with the highest constituent number takes priority.