Are you currently using Mailchimp and want to take your outreach to new heights? You can use all of your data from the Hype CRM to manage email newsletters as well as create audience segments for email marketing campaigns.
In this guide, we will walk through how to integrate your Hype Dashboard Contact data to sync with Mailchimp and best steps.
To get started, you will want to navigate to the Integrations tab under Settings, and Install Mailchimp.
Follow the in-window prompt to login to your Mailchimp account, and select your account.
Once you have selected your account, the window will redirect back to the Hype Dashboard. To see your newly-synced Hype list in Mailchimp, log into Mailchimp and navigate to Audiences.
You'll see a newly created Audience called "Hype"
If you open that Audience and click on the Toggle Columns button...
We strongly recommend you use Hype as your master list. If you choose to use Hype as your master list, you can import all other email lists into the 'Hype' list. By utilizing one master list, it allows Hype to update those readers who create accounts via Hype, gives you a single place to send all email campaigns and prevents duplicate correspondence.
Looking through the columns, you will notice that most of the ones available can be added to your table and are custom for Hype, such as "Paying", "Total Paid", and "Days Left on Trial."
*NOTE: If you do not see the information automatically syncing to your newly-created audience list, make sure that you do not have merge fields marked as *required*. With the exception of email, it's possible that Hype does not have other contact information, so the attempts to create these records in your Mailchimp audience will fail if you have required fields enabled.
Syncing your Lists
When Hype syncs with the 'Hype' list in Mailchimp, the columns are only added or updated, not subtracted. This applies to records that you have imported into the 'Hype' list from a non-Hype source as well. If such a non-Hype reader registers on your site with Hype, Hype will match records to not create a duplicate record.
Here is an example 'Hype' list that we've merged a pre-existing list of two readers into the originally-empty Hype list:
The list has now been synced. You'll notice that User A has not registered on your site via Hype, but User B has. User C is now a new user who registered via Hype.
Merging Your List
We recommend exporting and backing-up any existing list you have to keep its contents safe. We also recommend matching your existing merge fields to match Hype's for the cleanest, most optimized data possible. For a list of Hype's merge fields, please click here.
Editing Merge Fields
From the Hype dashboard, navigate to the Add-Ons Page and then Manage your Mailchimp settings.
In the Synced Audience section, you will see the current Mailchimp audience that your Merge Tags are syncing to.
It is recommended to merge any existing audience list into one master list so that you can easily manage from one audience list. (If you need additional help on how to merge list, Mailchimp has extensive instructions on this process here.)
In the Synced Merge Tags section, you will see a list of all merge fields available. You can toggle which merge tags you want to sync to your selected Mailchimp audience list by checking the box to the left of the tag.
Help! I am not seeing my data in Mailchimp sync to Hype. What's going on?
The syncing of data from Hype to Mailchimp is one-way only.
For example, when a new user registers an email from your signup popups or landing pages, you will see a new record populate in your Hype CRM. Then, based on the following merge fields you have selected within your settings, the selected merge field data will automatically sync and populate in the audience list you have designated.
To verify, try testing your registration rule and sign in with a test email account. Then, log in to to your Mailchimp account and view the audience list. You should see the newly-created contact with corresponding merge field data available for that contact.
Additionally, changing values in Mailchimp will not sync to your Hype CRM automatically.
What can I do with a Hype and Mailchimp integration?
- Tailor content newsletters based on what content category a reader consumes most or where they're reading from
- Target donors by total gift size or frequency of gift
- Send an email to readers whose trials are about to expire
- Manage exclusive email lists for paid subscribers
How do I change my footer with Mailchimp?
You can check out our super helpful guide here: Changing Your Mailchimp Template Footer Content Using Hype