Your step by step guide to configuring your integration

STEP 1
CONNECT TO MAILCHIMP

a. Within the Ecanvasser dashboard, navigate to the App Store page and click on the Mailchimp app

b. Next, click on the INSTALL MAILCHIMP button:

c. You will be redirected to the Mailchimp login page, where you need to enter your Mailchimp Username and Password: 

STEP 2
SYNCHRONIZE YOUR CONTACTS

There are a number of options available to you when synchronizing your Ecanvasser contacts to Mailchimp:

  • You may wish to select All Voters or a select particular List from your campaign from which people will be synced across to Mailchimp
  • You determine in Audience within Mailchimp that you want your Ecanvasser contacts to sync with
  • For customers with Consent Settings enabled, you can select the specific Ecanvasser contacts who have consented to be contacted for specific reasons

Click on the SAVE button to complete the synchronization of your contacts to Mailchimp

Once the contacts have synced across, your records in Mailchimp will be tagged with relevant information, including:

  • Ecanvasser - to indicate they came from Ecanvasser
  • From what List in Ecanvasser they came from
  • The specific Consent Option(s) that your contacts have "opted in" for
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