How do I integrate MailChimp in my QR Code account?

How do I integrate MailChimp in my QR Code account?

...and automatically export contacts to my mailing lists.

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3 Minutes
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You can use different integrations to connect your account with other systems like CRM- and marketing systems for you to be able to exchange data automatically.

One of those services that you can integrate in your account is Mailchimp.
This post contains technical details like generating API tokens. Please get in touch with an IT expert on your end to help you setting it up if you get stuck.

What is an integration?

Integration typically involves linking different software applications, services, or systems to enable smooth interaction and functionality.

For instance, integrating a customer relationship management (CRM) system with an email marketing platform allows customer data to sync automatically, enabling targeted email campaigns based on user activity.

How the Integration works with your account

An integration is based on a combination of a

  1. Trigger Event you want to react to. A trigger can be for example a new lead that submits his contact data on a Lead Form or a Digital Business Card
  2. Service that you want some action to be taken in e.g. Mailchimp
  3. Use Case that you want to be performed in the service if the trigger event has happened e.g. create a new contact
Integration building blocks for Mailchimp
Integration building blocks for Mailchimp

How to integrate Mailchimp with your account

1. Get a Mailchimp API Token

First, log into your Mailchimp account, click on your avatar (top right corner of the page) and go to Account and billing.

Screenshot: menu settings highlighted avatar and Account and billing
click on your avatar (top right corner of the page) and go to Account and billing

Click on Extras > API keys.

Screenshot: Account and Billing menu, highlighted Extras > API keys
Click on Extras > API keys

Scroll down and click on the button Create a key.

Screenshot: Highlighted "Create A Key" Button
Click on the button Create a key

Choose a name and click on Generate Key.

Screenshot: Highlighted input field "API Key Name" and button "Generate Key"
Choose a name and click on Generate Key.

Copy the key via clicking on the button Copy To Clipboard. Afterwards you can paste it into a Notepad (Windows) or TextEdit (Mac) so you don't loose it by accident. We will need it later.

Attention: You can only access the API Key once. So make sure to copy and store it for later use!

Screenshot: Highlighted API Key and button Copy To Clipboard
Copy the key via clicking on the button Copy To Clipboard

2. Configure your Integration

Since we have an API Key now, we can continue to set up the integration in your account.

Head to our account and log in. Once logged in click on the menu Integrations.

Login

Login
Login Form
Screenshot: menu with "Integrations" item selected
Click on menu Integrations

Click the button Connect to Mailchimp.

Screenshot: Integration overview with highlighted integration "Connect to Mailchimp"
Click the button Connect to Mailchimp

Now it is time to fill out the integration form. First, choose a Name that you want to use. This will be shown later in your list of integrations. So, pick something that makes sense for you to easily find it again.

Screenshot: Integration form for Mailchimp with highlighted input field "Name"
Fill out the integration form

Choose a Trigger event you want to happen to start your integration. In our example we choose New Lead from your Digital Business Cards. This trigger is fired when a user exchanges his contact data on a Digital Business Card with the two-way contact sharing feature.

Screenshot: Integration form for Mailchimp with Trigger event list
Choose a Trigger event

If you want you can filter the trigger, so the integration workflow is only executed on a set of chosen Business Cards.

This becomes handy when you want to connect one card to Mailchimp and another card to a different service like Salesforce or to another Mailchimp account.

Screenshot: Integration form for Mailchimp with dropdown filter for "Trigger"
If needed choose a filter for your trigger

If you don't enter anything into the filter field, then the integration workflow is triggered on all Digital Business Cards.

Next, we need to choose a Use Case. A Use Case specifies which action should be taken in Mailchimp if the Trigger event has happened.

In our case we chose Add Contact. So every time a new lead from a Digital Business Card is being generated it gets added as a Contact in Mailchimp.

Screenshot: Integration form for Mailchimp with highlighted dropdown for "Use Cases"
Choose a Use Case

Now enter the API Key that you copied from Mailchimp into the form. This ensures that our QR Code Platform can connect to Mailchimp and perform the necessary Use Cases.

Screenshot: Integration form for Mailchimp with highlighted Mailchimp API Key and "Connect" button
Paste the Mailchimp API Key into the field

Next, click on the button Connect to save the Integration and test the connection.

Now a popup appears where you can select the Email List in Mailchimp where the new contact should be added.

Screenshot: Popup with drop down for choosing an Email List highlighted
select the Email List in Mailchimp where the new contact should be added

If everything worked out fine, you will get a success message. If there was a problem, please double-check that you pasted the correct API token into the field.

Screenshot: Success message
Success message

Congratulations, you just configured a Mailchimp integration workflow!

Please be aware that for every combination of Trigger and Use Case you must create a separate integration workflow.

3. Test your Integration

To know if the integration is working do the following test: Open a Digital Business Card and click on the button Exchange contact.

Screenshot: Business Card with highlighted button "Exchange contact"
Click on Exchange contact

Then fill out the form and click on the button Send Business Card.

Screenshot: Excahnge form and button "Send Business Card"
Fill out the form and click on the button Send Business Card

Now the magic happens and the contact John Doe is going to appear in Mailchimp a few seconds later.

Screenshot: Mailchimp Contact Detail for "John Doe"
New contact "John Doe" shows in Mailchimp

Congratulations, you've successfully set up a Mailchimp integration that works!

Last update 2 weeks ago