Mailchimp

Mailchimp is an email marketing platform for newsletters and campaigns. Connecting Mailchimp to Resool shows which Mailchimp audiences a contact belongs to, with their subscription status and tags, right next to the conversation. Agents can add the contact to an audience in one click, and workflows can add or update subscribers with tags automatically, so people you talk to on WhatsApp, Instagram, live chat or email end up on your mailing list.

#What you can do with Mailchimp

In the Inbox and on the contact page

• See the contact's audiences: each audience the contact's email address is in, with its status (Subscribed, Unsubscribed, Cleaned, Pending, Transactional or Archived), member rating and tags.
• Add to audience: add the contact to the default audience or any audience you pick. If they're already in it, the button becomes Update in audience.
• View in Mailchimp: open the member in Mailchimp in a new tab.

In Workflows

• Add / update Mailchimp subscriber: a workflow step that adds the contact to an audience, or updates them there, with tags.

#Before you begin

• You need a Mailchimp account with at least one audience.
• In Resool, only workspace Owners and Admins can connect apps.
• Resool matches contacts by email address. Contacts without an email can't be added to Mailchimp.

#How to connect Mailchimp to Resool

1. Go to Settings › Apps.
2. Open the Marketing tab (or search for "Mailchimp") and click Connect on the Mailchimp card.

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Settings › Apps, Marketing tab

The Mailchimp card with its logo, description and Connect button, next to the Klaviyo, Constant Contact, GetResponse and Kit cards.

File: screenshots/mailchimp-apps-card.png

1. The Connect Mailchimp dialog lists what Resool will be able to do after you approve: see your account's name and audiences, see audience members by email with their status and tags, and add or update members and their tags. Click Continue.

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Settings › Apps › Mailchimp › Connect

The "Connect Mailchimp" dialog with the description, the "After you approve on Mailchimp, Resool will be able to:" list and the Cancel and Continue buttons.

File: screenshots/mailchimp-connect-dialog.png

1. Sign in to Mailchimp in the window that opens and allow access.
2. You're returned to Resool and see Mailchimp connected. The card now shows the connected account with Manage and Disconnect buttons.

#How to configure Mailchimp

Click Manage on the Mailchimp card to open Mailchimp settings. Save your changes with the bar at the bottom, or click Discard to undo them.

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Settings › Apps › Mailchimp › Manage

The "Mailchimp settings" side sheet with the Audience section (Default audience dropdown showing an audience and its contact count, Double opt-in switch) and the Tags section with two tags added.

File: screenshots/mailchimp-settings-sheet.png

• Default audience: where Add to audience in the inbox, and workflow steps that don't name an audience, put the contact. Each option shows the audience's contact count.
• Double opt-in: when on, new subscribers get Mailchimp's confirmation email and stay Pending until they confirm.
• Tags: added to the contact in Mailchimp every time they're added from the inbox. You can add up to 20 tags.

#How to use Mailchimp in the Inbox

1. Open a conversation and click the Mailchimp icon in the right-hand sidebar. Resool looks up the contact's email address in your Mailchimp account.
2. You see each audience the contact is in, with status and tags. If they're in none, you see "isn't in any Mailchimp audience yet".
3. Pick an audience (or keep the default) and click Add to audience. You see Saved in Mailchimp when it's done.

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Inbox › open a conversation with a contact that has an email › Mailchimp icon in the right sidebar

The Mailchimp panel listing two audiences with Subscribed status badges and tags, the audience picker, the Update in audience button and View in Mailchimp.

File: screenshots/mailchimp-inbox-panel.png

The same panel is on the contact's page under Connected apps. Adding contacts needs permission to manage contacts.

#How to use Mailchimp in Workflows

1. Open a workflow and add a step. Under Apps, choose Add / update Mailchimp subscriber.
2. Set the step:
   • Audience: Default audience or a specific audience.
   • Status for new subscribers: Subscribed, Pending (send the opt-in email) or Transactional (no marketing).
   • Tags: tags added to the subscriber. Variables such as {{contact.name}} work here.
3. Publish the workflow.

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Workflows › open a workflow › add step › Apps › Add / update Mailchimp subscriber

The step panel with Audience set to Default audience, Status for new subscribers set to Subscribed, and two tags, plus the note about email matching.

File: screenshots/mailchimp-workflow-step.png

The contact is matched by email. Someone who already unsubscribed keeps their status: the step never re-subscribes them.

#How to disconnect Mailchimp

1. Go to Settings › Apps and click Disconnect on the Mailchimp card.
2. Confirm in the Disconnect Mailchimp? dialog.

Resool stops accessing your Mailchimp account. The Mailchimp panel and workflow step stop working until you connect again. Subscribers already in Mailchimp stay there.

#FAQ and troubleshooting

#Why does the panel say "This contact has no email address"?

Mailchimp members are identified by email. Add an email address to the contact in Resool, then open the panel again.

#Will Resool re-subscribe someone who unsubscribed?

No. When an existing member is added or updated, they keep their current status. Only new members get the status you chose.

#Why is a new subscriber "Pending"?

Double opt-in is on in Mailchimp settings, or the workflow step uses Pending (send the opt-in email). The person becomes Subscribed after they click the link in Mailchimp's confirmation email.

#The panel says the Mailchimp connection expired

What you can do:

• Go to Settings › Apps, disconnect Mailchimp and connect it again.
• Make sure the Mailchimp user who approves access can still sign in to the account.

#Does Mailchimp sync contacts back into Resool?

No. The connection works from Resool to Mailchimp: you see a contact's Mailchimp data and add them to audiences. Mailchimp subscribers aren't imported into Resool.

#What's next?

• Workflow steps
• Klaviyo
• Contact details panel
• Getting started with apps