Understand What the Integration Allows You to Do
The integration between Donorfy and Mailchimp enables two-way data synchronisation.
Send constituents from Donorfy to Mailchimp, optionally including tags and communication purposes.
Update Donorfy when someone subscribes, updates preferences, or unsubscribes in Mailchimp.
📌 Note:
In Mailchimp, an Audience was previously known as a List.
View Mailchimp Information in Donorfy
Once connected, Donorfy can display Mailchimp-related information.
View Mailchimp profile details directly from a constituent record.
View Mailchimp campaign information from a campaign record in Donorfy.
This provides visibility without needing to switch systems.
Plan the Data You Want to Share
Before configuration, decide how data should flow between systems.
Identify which communication purposes should map between Donorfy and Mailchimp.
Decide which tags should sync and how they will be used for segmentation.
Clear planning reduces rework later.
Set Up Data Sharing Between Donorfy and Mailchimp
After planning, configure the integration using the setup guides.
Configure the data that should be shared between Donorfy and Mailchimp.
Set up updating Donorfy from Mailchimp so subscriber changes sync back correctly.
📌 Note:
Both directions of sync must be configured for full functionality.
Send Data from Donorfy to Mailchimp
Once setup is complete, you can push data from Donorfy to Mailchimp.
Run a sync from a Donorfy constituent list.
Send constituent details, tags, and communication purposes to Mailchimp.
This data can then be used for audience segmentation and campaigns.
Examples of Sending Data from Mailchimp to Donorfy
Mailchimp actions can automatically update Donorfy when configured correctly.
Audience Signup Forms
You may use Mailchimp signup forms or widgets to collect subscriber information.
Capture interests such as updates, events, or volunteering.
Map these selections to communication purposes in Donorfy.
Volunteering Interest Capture
Mailchimp groups can represent volunteering interests.
Collect volunteering preferences using groups in Mailchimp.
Map these to tags in Donorfy, such as a Volunteering tag category.
This keeps volunteering interests visible and actionable in Donorfy.
Example of Sending Data from Donorfy to Mailchimp
Donorfy data can also be used to enrich Mailchimp audiences.
Create a tag in Donorfy, such as an Active Gift Aid Declaration.
Map the tag to Mailchimp.
Use the tag in Mailchimp to segment email campaigns.
This ensures Mailchimp campaigns reflect up-to-date CRM information.