ChimpySync – Outlook Integration for MailChimp

MailChimp is a great tool for managing your Mailing lists, but it can be a pain to keep the list up to date in MailChimp online. ChimpySync solves that by letting you manage most of the list building and updating tasks within Outlook.

Checkout some of the problems ChimpySync solves for you:

#1 Keep your Mailing List up to date

Keeping your list fresh is a big deal. People move on, change their interests, and if you are not careful, your list becomes out of date.

With ChimpySync, if you get an email from someone, you can check which list they are on, and what information is logged for them with a single click.

If their information needs updating – or they need removing – it’s a couple more clicks.
If a new contact needs to be added – a few clicks and its done. If you want them to double opt in for GDPR – no problem – you can set up your list and send a double opt-in mail.

ChimpySync

#2 View your MailChimp lists in Outlook contact folders

ChimpySync will let you synchronize your MailChimp list with an Outlook contact folder. That means you can use all the power of Outlook to manage your MailChimp list.

Add a contact in Outlook – it will be added in MailChimp.

Update a phone number in Outlook – it will be updated in MailChimp.

Outlook offers many different ways to view and edit contacts. Some people like the contact cards. Other people like the spreadsheet like list views. Whichever you like… you can manage your list in Outlook the way you want.

Use Outlook’s drag and drop features to change values and update multiple contacts at one time (particularly useful for updating categories / groups – which leads us onto #3 below).

#3 Manage your list segmentation (Hint: you can use Outlook categories)

MailChimp has a facility to set up segmentation ‘Groups’ for a list. Each group can have multiple values. ChimpySync will let you set up synchronisation so that each group value maps to a category in Outlook.

Adding Segmentation to your list is a vital tool for being able to send relevant messages to your contacts. In Outlook, the categories field is ideally suited to tagging contacts for segmentation values and contact interests.

Whether you are tagging them with the specific products they are interested in (e.g. Android / iPhone ), their  location (North, South, Europe),  which events they attended, their Industry, Job Title/Seniority; all these values can be quickly and easily added as Outlook categories.

So you can clearly see who is tagged with which values by looking at the Outlook categories field. That means you can use Outlook’s powerful grouping capabilities to see how many people are in each group. You can drag multiple contacts into a group to update multiple contacts at the same time.

And if you want to add a new segment – as long as you can identify the contacts in Outlook, you can quickly add the tagging, and ChimpySync will update the contact in MailChimp with the new information.

Segmentation will become so easy, you will soon be thinking of new ways to segment your list and keep them interested.

Grouping by Categories

#4 Keep a close check on who has Subscribed and Unsubscribed

If you are synchronising your MailChimp list with an Outlook contact folder, ChimpySync will add tags for ‘Subscribed’ and ‘Unsubscribed’ to your contacts.

MailChimp also has two additional status for contacts – ‘Pending’ (double opt in email sent but not clicked) and Cleaned (emails are getting bounced from that address) which ChimpySync will also tag contacts with.

If you have the contact’s status right there in Outlook categories, its really quick and easy to check the status an do something about it if necessary (for example a quick call to ask ‘Did they mean to unsubscribe’, or to ask if their email address has changed.?)

#5 Share Access to your MailChimp List

You may need to let other people in your organization have access to your contacts – to make updates and to get contact details.

Giving people a copy of ChimpySync and letting them view and update information in Outlook is much easier process then adding them to MailChimp and training them in how to use it.

It would also be possible to synchronise the list to an Exchange Public Folder or a Shared Mailbox folder – and allow the users to access the information there.

#6 Manage company wide ‘Unsubscribe’ requests

Sometimes people send out round-robin emails which are not mass emails sent through MailChimp, but equally are not one to one messages sent individually. You need to make sure that everyone knows who has unsubscribed, so they can be removed from any round-robin lists.

[Better still make your round robin lists part of your main mailing lists, and use category segmentation to manage who gets them.]

If you synchronize your MailChimp lists back to a shared folder (it can be a one way sync with no updating back to MailChimp) everyone in the company can check which contacts have unsubscribed.

#7 Get your MailChimp list Contacts on your phone.

If your business relies on the phone as well as email communication, it makes sense to get your on-line signups into your phone contacts. That way when you get a call – your phone will tell you who its before you answer.

Lots of mobile phones (and some business phone systems) sync their contacts with Outlook contacts. An easy way to get your contacts from MailChimp to your phone is to sync them with your main Outlook contacts folder.  They will automatically be added to your mobile phone, and when someone rings – if their number is in MailChimp, its on your phone.

If you want to synchronise your MailChimp list with Outlook, you can download ChimpySync and get a 14 day free trial here.

Do you want to see how simple it is to set up sync – check out this post.