Mailchimp integration Plus app offers various types of automations to streamline your workflow. Understanding these automation types will help you maximize the potential of this integration.
Types of Automations
monday → Mailchimp Automations
These automations are triggered by events within monday.com and result in actions performed in Mailchimp.
Example: When a new item is created in a monday.com board, add a new contact to a Mailchimp list.
Mailchimp → monday Automations
These automations are initiated by events in Mailchimp and cause actions to occur in monday.com.
Example: When a subscriber opens a Mailchimp campaign, create a new item in a monday.com board.
Entity Creation Automations
The creation of new entities in either platform.
Example: When a contact is subscribed to a Mailchimp audience, create an item/subitem in a this group/item with the subscriber’s data.
Entity Update Automations
It's important to note that updates only flow from monday.com to Mailchimp, not vice versa.
Supported Entities
Mailchimp Entities
Contacts: Individual subscribers in your Mailchimp account.
Campaigns: Email marketing campaigns.
monday Entities
Items: The primary units of data in monday.com boards.
Subitems: Nested elements within main items.
Updates: On either items or subitems.
Available Automations & Use Cases
Automations Creating New Contacts in Mailchimp
These automations trigger the creation of a new contact in Mailchimp. The data from monday.com columns is mapped into Mailchimp contact.
When status changes to something, and email column contains an email,create a contact in this audience.
When dropdown column changes to this label, and email column containsan email, create a contact in this audience.
When an email is added to this email column, create a contact in thisaudience.
When status changesto something, createa contact in this audience.
When an item/subitem is created and only if status is something and emailcolumn contains an email, createa contact in this audience.
When an item/subitem is created, and only if dropdown column containssomething and email column contains an email, create a contact in thisaudience.
Automations Updating Existing Contacts in Mailchimp
These automations trigger the update of an existing contact in Mailchimp. The data from monday.com columns is updaying into Mailchimp contact.
When status changes to something, find this email in this audience andupdate its information.
When column changes, find this email in this audience and update itsinformation.
Automations Creating Items/Subitems in monday.com Based on Mailchimp Contacts
These automations trigger the creation of items/subitems in monday.com. The data from Mailchimp contact is mapped to monday.com columns.
When a contact is subscribed to this audience, create an item/subitem in thisgroup/item with this data.
When this custom field (merge tag) of a contact in this audience changes,create an item/subitem in this group/item with this data.
Automations Creating Items/Subitems in monday.com Based on Mailchimp Campaigns
These automations trigger the creation of items/subitems in monday.com. The data from Mailchimp campagins is mapped to monday.com columns.
When a campaign is finished sending to this audience, create anitem/subitem in this group/item with this data.
When status changes to something, add the statistics of this campaign inthis list.
Automations Creating Updates Based on Mailchimp Campaigns
These automations trigger the creation of updates in monday.com. The data in the update is based on the campaign and is pre-determiined.
When column changes, create an update with statistics of this campaign inthis list.
When status changes to something, create an update with statistics of thiscampaign in this list.
When status changes to something, create an update with campaignopening status of the contact in this audience based on this email column.
When status changes to something, add campaign opening statistics of thecontact in this audience based on this email column.