Mailchimp integration allows you to send survey responses to your contacts, as list fields, notes, and tags. You can use this data for better segmentation, customizing your campaigns, and personalization of your emails. The set up is very easy and can be finished in less than 5 minutes.

How does it work?

  • List aggregated contacts- as Mailchimp keeps your contacts in lists, each survey can send data to one list only
  • Question level integration - for each survey question you can decide if you want to send responses to a chosen property or not
  • You can choose existing list fields, or create new ones without leaving Survicate
  • Responses are sent in real-time
  • You can use Survicate contact forms to create new leads in Mailchimp list of your choice

Not ready with your survey yet? Create a survey in Survicate to send out through Mailchimp.

🛠 Enable Mailchimp integration

1. To enable Mailchimp integration, go to the Connect tab of your survey, find, and pick Mailchimp from the list of integrations.

2. Click the Connect button to set up the authorization.

3. A pop-up window will appear for you to log in to your Mailchimp account. If you don't see the pop-up window, you may need to allow pop-ups in your browser - please look for the settings in your browser URL bar, or use instructions for Chrome, Firefox, Opera, Edge, or Safari.

4. After authorization, pick the Mailchimp list you'd like to connect the survey to. You can pick one list for each survey you wish to Connect.

💡Tip: You can always change the list under Mailchimp integration settings

4. Now the integration is ready to use! See the features we offer for Mailchimp integration under the settings:

Jump to section:

  1. Update contact fields from survey responses
  2. Send survey responses as tags
  3. Create notes from survey responses
  4. Create new contacts with contact forms
  5. Test the integration

Update contact fields from survey responses

You can transfer survey responses to update information about your contacts in Mailchimp.

1. Move on the Settings tab of Mailchimp Integration, and select update contact fields

2. Select the question you wish the update the fields from. To avoid flooding your Mailchimp user profiles with data, we enable you to decide on a question level whether or not to send responses to Mailchimp.

3. Select the prospect field you want to integrate with from the list or add a new one by writing the name of new the new field:

📌Note: By default, Survicate is sending the content of an answer as the prospect field value, but you can change the label to make it shorter or to fit your data structure - click edit mapping to modify these values:

4. You can connect more questions to your integration by clicking ➕Connect another question and apply the same steps.

Once you have your integration set up, you can test it without leaving Survicate by clicking Test Integration button.

Send survey responses as tags

1. Move on the Settings tab of Mailchimp Integration, and select Send tags

2. Select the question you wish the pass the tags to Mailchimp.

📌Please note that in case of text answer questions it's not possible to send tags, consider using attributes instead.

3. Assign tags to each answer using the tags field - you can use tags you already created or create new ones. You can assign multiple tags to your answers.

4. You can connect more questions to your integration by clicking ➕Connect another question and apply the same steps.

Once you have your integration set up, you can test it without leaving Survicate by clicking Test Integration button.

Create notes from survey responses

You can add notes to your subscriber profiles based on their survey submission. Notes are not customizable and contain questions and answers.

1. Move on the Settings tab of Mailchimp Integration, and select Create notes

2. Enable the toggle Send survey responses to your contacts as notes

3. Now whenever your survey has a new response, this will appear on the contact profile as a new note.

Create new contacts with contact forms

1. To create a new contact in Mailchimp from Survicate, add a contact form question to your survey with a required email field.

2. Under the Settings tab of Mailchimp Integration, and select Create new contacts and select the question you wish to create the new contact from.

3. Enable "Create new users in Mailchimp" toggle. You can also enable "double opt-in".

Testing integration with sample data

Once you have your survey ready and integration set up, you can test it without leaving Survicate - simply click Test Integration button next to any attribute or tag you've created, and we will create a test user and send question answers in the format you selected.

You can view it by clicking Go to Mailchimp:

You will be redirected to Survicate Dummy Contact. You should see Tags applied on the top of the profile, contact field filled with data, and a note with information about the question, answer, and a survey you were testing.

Need any further assistance?

📞 If you have any questions about the setup, best practices, and use cases reach out to our team from the live chat 👉

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