Welcome to the Integration Setup Guide for connecting your Mailchimp account with the Flowcode platform. This guide will walk you through the steps needed to establish a connection between Mailchimp and our platform, allowing you to automatically send contact information and IDs collected from our Conversion Flows directly to your Mailchimp account.

Please note: you must reach out to your CSM to have integrations enabled. Once enabled you’ll be able to access to set up the integration.

Prerequisites to get started

Before you begin the integration process, please ensure you have the following:

An active Mailchimp account with administrative privileges
Your Flowcode login credentials

First, configure the Mailchimp integration in your Workspace

Step 1:

Step 2:

Navigate to the Manage button on the bottom left side of your screen to get to your workspace settings.

Step 3:

Select the 'Integrations' tile. Once you click on the tile, select the Mailchimp integration tile and then select 'Connect App'.

Step 4:

Click 'Connect' on the righthand side of Mailchimp box below 'Connect your account'. Log in to your Mailchimp account on the OAuth modal that pops up. Click 'Next' at the bottom of the screen in your Flowcode tab.

Step 5:

Now, you'll configure the field mapping. Dropdowns for all fields (standard and custom) on the Conversion Flows that you created will appear. Adjust mappings for the fields to the desired field in Mailchimp

Note 💭: The fields available for mapping to will automatically be pulled from your Mailchimp Contacts table.

Once complete, click 'Next' at the bottom of your screen.

Step 6:

Select an option for the sync frequency (e.g. every 30 minutes). Click 'Save' or 'Save + Sync Now'.

Finally, verify the integration

Step 1: Submit a test contact

Scan the code for one your Conversion Flows, fill out the form experience, and submit the information.

Step 2: Sync the integration

Navigate back to to the Integrations tab. Go to Manage > Integrations (bottom left navigation).
Click 'Manual Sync Now' on the Mailchimp integration tile.

Step 3: Check the data flow

Click on the ellipsis to the right of 'Manual Sync Now' and navigate to Sync Logs to monitor sync status and logs.
Check in your Mailchimp account to verify that the expected contacts are appearing after syncing

Troubleshooting common issues

Connection errors: Ensure all credentials are entered correctly and that your Salesforce account has the necessary permissions.
Data not syncing: Check the data mapping in the integration settings on your platform and adjust as necessary.

Need support?

If you encounter any issues or have questions, please contact our support team at [email protected], or read common FAQs about the integration. We are here to help ensure your integration process is smooth and efficient.

And now, you're good to go

Congratulations on successfully configuring the Mailchimp integration with our platform! You are now ready to streamline the transfer of contact information and IDs directly into your account, enhancing your data management capabilities.