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Mailchimp integration

Learn how to integrate Survicate with Mailchimp. Save survey answers as tags, notes, or list fields on subscribers’ profiles.

Agnieszka avatar
Written by Agnieszka
Updated over a week ago

You can use Survicate with Mailchimp to:

  • 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 a Mailchimp list of your choice.

In this article, you will learn how to connect Mailchimp integration step-by-step on a survey level to send tags, update contact fields, and create notes or new contacts with the collected feedback.

📌 Before connecting the integration, make sure your respondents will be recognized. It's necessary to collect respondents' information in order to pass data to the correct Mailchimp contact.

Connect Mailchimp integration

1. To enable Mailchimp integration, go to the Connect tab of your survey, find and pick Mailchimp from the list of integrations. You can also enable Mailchimp integration in the main menu Settings -> Integrations.

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

3. In the pop-up window, press the Authorize access button to confirm the connection. 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 select one list for each survey you wish to Connect.

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

5. High five! The integration is ready to use! See the features we offer for Mailchimp integration under the settings.

Sending survey responses as Mailchimp contact fields

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

1. Move on to the Settings tab of Mailchimp Integration and select Update contact fields.

2. Select the question you wish to 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 the new field:

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:

📌Note: We send the values mapped based on the response group for the NPS® question. However, if you'd like to receive your numeric value, you can enable the Send Answers as 0-10 values option.

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

Sending survey responses as Mailchimp tags

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

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

📌Please note that in case of text answer questions, it's not possible to send tags. Consider updating contact fields 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 applying the same steps.

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 to the Settings tab of Mailchimp Integration, and select Create notes

2. Enable Send survey responses to your contacts as notes

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

Create new contacts in Mailchimp 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, select Create new contacts and choose the contact form.

3. Enable the Create new users in Mailchimp option. You can also enable double opt-in to ensure you send the newsletter only to users who want to stay in touch.

Testing integration

Once you have your survey ready and integration set up, you can test it without leaving Survicate - click the Test Integration button next to any attribute or tag you've created. We will create a test user and send questions' 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, a contact field filled with data, and a note with information about the question, answer, and survey you were testing.

Best practices

Use a mailing list in Mailchimp to distribute your surveys

Create a link or email survey and embed the first question into Mailchimp email to boost your response rate.

Automate quarterly NPS surveys with Mailchimp
Use the Mailchimp Campaigns option to configure an automatic distribution of your NPS surveys at defined time intervals.

📞 If you have any questions on setting up Mailchimp integration - feel free to reach out to our team via chat or email:

Net Promoter, NPS, and the NPS - related emoticons are registered U.S. trademarks, and Net Promoter Score and Net Promoter System are service marks, of Bain & Company, Inc., Satmetrix Systems, Inc. and Fred Reichheld.

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