Heads up! This article is about a legacy integration. If you're just getting started with connecting Mailchimp to PatronManager, you should use the new and much improved official Mailchimp integration instead. Click here to learn more!
Use this link to share with your colleagues:
How to Get Started With PatronChimp: https://help.pm.leapevent.tech/a/979978
We're excited to partner with MailChimp. MailChimp is as dedicated to email marketing as we are to CRM and ticketing.
PatronChimp combines the CRM power of PatronManager with the advanced email marketing features of MailChimp. Ready to get started?
In this article, we'll walk you through how to get started with PatronChimp, which hooks MailChimp up to PatronManager.
Once you have a MailChimp account set up, this process should take about 30 minutes to an hour.
1. Sign up for MailChimp
Before we can install the PatronChimp integration into PatronManager, you need a MailChimp account and a dedicated MailChimp user login for the integration.
If you'd like to try MailChimp before you pay, you can try it with a free account, which will allow you to send up to 1,000 emails per month. The free account is not compatible with the PatronChimp integration, since it only allows one MailChimp user. You can see a comparison of different plans here.
To upgrade your account, click on your name and select "Account"
Remember, you'll need to do this if you're going to use the PatronChimp integration.
Click on "Billing" and then select "Monthly plans or credits"
Click the radio button next to any other plan. MailChimp will automatically adjust the size of your monthly plan based on the size of your list. Enter your credit card information and billing information on the page that follows. When you have completed this setup, be sure to request the non-profit discount. To do this, click here and follow the instructions.
2. Rename the default Audience
The next step is to rename your default list, also known as an Audience in MailChimp. This Audience is a container for all of your PatronManager contacts. Please note that the PatronChimp integration only supports one Audience at this time. This means you cannot have more than one Audience in your MailChimp account. Don't worry though, you'll be able to divide your Audience up using Static Segments, which we'll discuss later.
Click on "Audience"
Click "Audience name and defaults"
Rename your Audience something that you don't mind your patrons seeing
You can call your Audience anything you want, but keep in mind that your patrons WILL see the list name. For this reason, we recommend you call it "(Organization Name) Email List" or similar.
When you've finished making your adjustments on this page, click "Save Audience And Campaign Defaults" at the bottom
Enter your defaults for this list
Name your list something that you don't mind your patrons seeing
You can call your list anything you want, but keep in mind that your patrons WILL see the list name. For this reason, we recommend you call it "(Organization Name) Email List" or similar. Click "Save" once you've completed the form.
3. Linking PatronChimp and MailChimp
Now that you've signed up for MailChimp and created an Audience, you'll need to create a user for the PatronManager team. This user must have admin privileges. We'll use this login to bind MailChimp with PatronManager.
This user must stay active in your MailChimp account in order for PatronChimp to continue working!
In other words, you must have one user in your MailChimp account dedicated to the PatronChimp integration.
To create a new user, open the MailChimp settings menu by clicking on your name, then selecting Profile
Select Settings, then Users
Click on the Invite A User button
Enter "[email protected]" as the email address, set the User type to Admin, and click "Send Invite"
All done!
Once you've sent the invitation, we'll be notified that you've created the user for us. Once we have finished binding your PatronManager account to MailChimp, you'll receive an email from us letting you know you're ready to get started!
Setup Checklist - have you done these things?
- Signup for MailChimp
- Add billing information to your account (if needed)
- Apply for non-profit discount (if needed)
- Rename (or create) a list in MailChimp
- Create a MailChimp user for Patron Technology Client Support
- Wait for an email from the PatronManager team notifying you that the integration is installed