MailChimp Integration

MailChimp Integration

Silent Partner Cloud's MailChimp Integration allows you to create lists in Silent Partner that can then be shared to your MailChimp account. You can have several lists in Silent Partner; each integrates with a different MailChimp audience.

The basic steps are:
  1. create a MailChimp account, create your audiences and get your API key
  2. create your list(s) in Silent Partner and add or remove recipents
  3. sign in to MailChimp to send email
This integration gives you the full functionality of MailChimp, including templates and CASL management. 

Set up MailChimp Integration

Log into the Cloud, click your user name and select "My Account."


Scroll to MailChimp Integration and input your MailChimp API Key. If you don't already have a Mailchimp API Key, please follow the instructions on the screen  (1) to obtain one.


 

Once you've successfully entered your MailChimp API key, you will see this message indicating that your integration has been successfully set up.


Manage your MailChimp lists / audiences

Sign in to MailChimp and set up your audiences. For example, you may want one audience that receives newsletters and another that receives and annual report.

Next, create a list in Silent Partner to populate the MailChimp audience. Go to Communication > MailChimp and click "Manage Lists."


 

Select your MailChimp audience from the drop down menu. Silent Partner knows what MailChimp audiences you have because the API Key allows the two programs to talk to each other.


 

To add recipients or subscribers for a list, click "Add Subscribers."


 

You can choose donors to add by using My Tags, Donors you can view etc. In this example, we are adding recipients from My Tags. 



Select the donors you want to add and click "Add to List."



The gears will spin!



You can also remove recipients from your list. Click the box to the right of their names (circled in black below) and click "Remove Selected Subscribers."



You will be asked if you are sure you want to continue. Click Yes to confirm that you want to remove recipients, or Cancel.




Once you have updated your list (or audience in MailChimp), to send an email, sign in to MailChimp. You can then utilize all of the tools available in MailChimp to prepare and send your emails.

If you edit a donor or partner's CRM record, you will not be able to add them to a MailChimp list until after the Administrator has approved the changes.

 


    • Related Articles

    • Silent Partner Cloud for Fundraisers

      Learn all the basics of Silent Partner DMS Cloud in this 20 minute webinar. Silent Partner DMS II - Cloud for Fundraisers Hosted by Penny Rolinski About this webinar If you are new to using Silent Partner DMS Cloud, this is where to start. In this 30 ...

    • Creating a Cloud User

      You need Administrator privileges to set up Cloud users. Once you have logged onto the Partner DMS Cloud as an Administrator, go to Admin Settings > Cloud Users Set up the user profile to allow the user to log into Silent Partner Cloud To add a new ...

    • Filter and Query in Silent Partner Cloud April 30, 2021- Virtual Instructor-led Training

      This is a video of our Silent Partner virtual instructor-led training, hosted on Friday, April 30, 2021. This virtual training session covers: Filter features to find donors in Silent Partner Cloud Filtering reports in Silent Partner Cloud How to ...

    • Creating Labels on Silent Partner Cloud

      Just like Silent Partner Desktop, the Cloud allows for the easy creation of Labels by generating a merge file. Step 1 Access Silent Partner Cloud and choose CRM on the left-hand menu. Step 2 On the CRM page, choose 'Labels' under 'Quick Searches'. ...

    • Server Error in '/' Application when accessing Silent Partner Cloud

      If you encounter an error similar to the error below when working in Silent Partner Cloud, the most likely cause that a sync between the Cloud and Desktop that was interrupted. To resolve this issue, ensure all users are logged out for the duration ...
    Societ Academy

    Learn what you need to know, any time. Free!
    ​


    • High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
    • Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
    • A certificate of completion - you can request a certificate of completion for every session you attend.



      Contact Us
      1-877-399-4645
      support@societ.com