Mailchimp integration

What it does

The Mailchimp integration lets your agency run a client's email marketing without leaving TaskJuice. Connect a client's Mailchimp account once, then add, update, tag, unsubscribe or archive contacts, build audiences and merge fields, create, send, replicate and resend campaigns, and pull campaign and click reports. Six webhook triggers fire the moment something happens in an audience, and polling triggers cover campaign engagement, e-commerce records and anything Mailchimp does not send a webhook for.

Connect a Mailchimp account

1. In the workflow editor, add a Mailchimp step and choose Connect.
2. Enter your Mailchimp data-center prefix. You can find it in the URL of the Mailchimp dashboard. For example, us12.admin.mailchimp.com means the data center is us12.
3. Sign in with the Mailchimp account whose audiences you want to manage on behalf of your client, and authorize the connection. Mailchimp does not offer granular OAuth scopes, so the connection has the permissions of the user who signed in.
4. TaskJuice returns you to the editor with the connection ready to use.

Your agency needs its own Mailchimp OAuth app for this. Register one in Mailchimp under Account & billing → Extras → Registered apps, then add its client ID and secret in TaskJuice under Apps → Mailchimp.

Deleting the connection in TaskJuice stops TaskJuice from using it. Mailchimp access tokens do not expire, so to revoke the token itself, sign in to Mailchimp, open Account & billing, choose Settings, choose Integrations, and remove the TaskJuice entry.

Triggers

Webhook triggers

Each webhook trigger asks you to pick an audience. When you publish, TaskJuice registers one signed webhook on that audience with Mailchimp and keeps it in sync as you add or remove Mailchimp triggers. There is nothing to paste. Mailchimp signs every delivery and TaskJuice rejects anything that fails verification.

• Member Subscribed fires when a contact subscribes to the audience from a signup form, the Mailchimp app or the API.
• Member Unsubscribed fires when a contact unsubscribes, including the reason and, when it came from a campaign link, the campaign id.
• Member Profile Updated fires when a contact's profile changes, such as a merge-field edit. Mailchimp also sends it alongside an email change, unsubscribe or clean.
• Member Email Changed fires when a contact changes their email address, with the old address, the new address and the new member id.
• Member Cleaned fires when Mailchimp cleans an address after hard bounces or an abuse report.
• Campaign Sent or Cancelled fires when a campaign to the audience finishes sending or is cancelled. Check data.status to tell them apart.

Polling triggers

Polling triggers fire once per cycle with the new records in an items array. Add a Loop step to handle each record on its own.

• New or Updated List Member watches an audience for members whose record changed.
• New Campaign Sent watches every audience for campaigns that finished sending.
• Email Opened watches a sent campaign for recipients who opened it.
• Link Clicked watches a tracked link in a sent campaign for recipients who clicked it.
• New Audience watches the account for new audiences.
• New Segment watches an audience for new segments and tags.
• New Subscriber in Segment or Tag watches a segment or tag for new members.
• New Order and New Customer watch a Mailchimp e-commerce store.
• New File watches the File Manager for new uploads.

Actions

Contacts

• Add List Member adds a new contact to an audience, with merge fields and tags.
• Add or Update List Member adds a contact or updates an existing one in a single step.
• Get List Member fetches one contact, including merge fields and tags.
• List List Members lists an audience's contacts with paging and a status filter.
• Unsubscribe List Member sets a contact to unsubscribed.
• Archive List Member archives a contact.
• Permanently Delete List Member deletes a contact and all of their history. Mailchimp will not let you re-add the address through the API afterwards.
• Add Tag to Member and Remove Tag from Member manage a contact's tags. Search Tags finds tags by name.
• Add Note to Subscriber adds a note to a contact's profile.
• Create Custom Member Event records a custom event on a contact, for use in segments and customer journeys.
• Add Member to Segment adds a contact to a static segment.

Audiences

• Create Audience creates a new audience with its contact details and campaign defaults.
• Create Merge Field adds a text, number, date, dropdown or other field to an audience.

Campaigns

• Create Campaign creates a regular, plain-text, A/B test or RSS campaign.
• Set Campaign Content sets the HTML (and optionally plain-text) body of a draft campaign. Mailchimp will not send a campaign without content, so put it between Create Campaign and Send Campaign.
• Send Campaign sends a campaign you created.
• Get Campaign and Find Campaigns look campaigns up by id or by status, type, audience and date.
• Replicate Campaign creates a draft copy of a campaign.
• Create Campaign Resend creates a resend draft, by default to recipients who did not open the original.
• Delete Campaign removes a campaign.

Reports

• Get Campaign Report returns sends, opens, clicks, bounces, unsubscribes and complaints for a sent campaign.
• Get Campaign Click Report returns every tracked link with its clicks.

E-commerce

• Create Order records an order in a Mailchimp store, enabling revenue reports and purchase-based segments.
• Find Customers looks up a store's customers, optionally by email.

Known limitations

• Webhook triggers are per audience. To react to events in two audiences, use two triggers, one for each audience.
• Mailchimp reports audience changes from every source, including TaskJuice itself. A workflow that is triggered by Member Profile Updated and then updates the same contact will trigger itself again; guard that path with a Filter step.
• Mailchimp routes every account to a data center (the us12-style prefix in the dashboard URL). If an account moves to a different data center, reconnect Mailchimp.
• Mailchimp allows 10 concurrent requests per account across all integrations. Very short poll intervals can slow down other workflows on the same connection.
• The Mailchimp Free plan allows one audience and does not allow scheduled campaigns.