The Raise to MailChimp sync allows users to connect email lists in MailChimp to Forms in Raise. The email data is synced in both directions between the two systems to allow email lists to display on Raise Forms and subscription information to update in MailChimp. When a supporter completes a Form and includes email list opt-ins, the corresponding supporter is added to a List in MailChimp.
Integration Overview
Once enabled, the integration supports:
- Syncing donors’ emails and subscription preferences from Raise Forms to MailChimp Audiences
- Updating Merge Fields (like name and phone number)
- Applying MailChimp Tags (any tags associated with the donation source are applied to the donor)
Generate a New API Key
First, log in to MailChimp. Click on your username in the upper-right and select Account.
Then, on the Account screen, select the Extras menu and click on API Keys.
Click on the Create a Key button. You can choose to label the new key "Virtuous Raise," if you like. Then, copy that API Key.
Add Your Key to Raise
In Raise, navigate to Settings from the left-hand menu. Then select Integrations from the sub-menu.
Select the MailChimp Integration.
Then, add your Server Prefix and paste your MailChimp API Key into the API Key field. To find your Server Prefix, look at the URL of your MailChimp account in a web browser. You will see something like https://us19.admin.mailchimp.com/; the “us19” portion is the server prefix. Then, toggle on to Use for Email list management and save. Note: only one email marketing integration can be active for list management at a time.
Your MailChimp lists will now sync to your Raise Forms and Form submissions will sync back to MailChimp.
Once enabled, you can select a Default Audience, or list in MailChimp, where new donors are added automatically. Select Refresh Audiences to sync the latest configurations into Raise.
Using MailChimp In Both Raise And CRM+
For organizations using both Raise and CRM+, both integrations may be used in tandem. We recommend the following setup:
- Raise <> MailChimp Integration: This integration allows you to easily sync MailChimp lists to Raise Forms, streamlining your form-to-email marketing workflow.
- Virtuous CRM+ <> MailChimp Integration: This integration ensures that offline donors (those who give through channels outside of Raise) are still automatically added to your MailChimp email lists.
Note: When configuring the CRM+ <> MailChimp integration, do not select the option to “Import New Contacts,” which allows MailChimp to create new Virtuous Contacts. This setting was designed for organizations using MailChimp's native email signup forms. This option is not necessary and should remain disabled, as Raise Forms manage online signups. Click here to learn more about the CRM+ <> MailChimp integration.
Organizations using CRM+ will also need to ensure that the CRM+ <> Raise integration settings disable the toggle for Use for Email List Management, as only one email marketing platform can be synced with Raise. Click here to learn more about the CRM+ <> Raise integration.
Using Email Lists in Forms
When building a Form, drag and drop the Text Input Component with Email Address type to gather emails and subscription preferences from your supporters to sync to MailChimp.
The Component includes a toggle to Show Opt In, which includes a field to encourage email subscription and a dropdown to pull Email Lists from MailChimp and display them on your Forms.
Select from the Available Email Newsletter(s) dropdown to include specific Lists on your Form. Each List will display in the final Form as a checkbox, allowing site visitors to select as many as they would like.