We’ll assume that you already know how to add tasks to a taskflow and have added the Mailchimp task to your taskflow.
Integrating Mailchimp with Kotive happens in two steps:
1. Connect your Mailchimp account:
Log into your Mailchimp account.
Click your profile name to expand the Account Panel, and choose Account.
Click the Extras drop-down menu and choose API keys.
Copy an existing API key or click the Create A Key button to generate a new one.
Next, head back to your taskflow in Kotive, select the Mailchimp task and navigate to the Account details tab. Select the green button that says Connect your Mailchimp account now.
Name the account under Account label - the email address that you use for your Mailchimp account would work well as a way to identify it.
Paste your API Key in the API Key field.
Enter your Disctrict/datacentre - the last part of your API Key (after the dash) corresponds to the data centre of your account.
Click the green Save button in the bottom right-hand corner.
Your Mailchimp account has now been connected to your taskflow.
2. Setup the Mailchimp task:
Go back to your Mailchimp account.
Navigate to the Lists page.
Click the drop-down menu next to the list you want to work with, and choose Settings.
Copy the list ID. To find the unique List ID field, scroll to the bottom of the page.
Head back to your taskflow in Kotive, select the Mailchimp task and navigate to the Mailchimp tab of the Mailchimp task.
Paste the List ID into the List ID field.
Include an email address from earlier in the taskflow into the Email Address field using dynamic field tags.
OPTIONAL: Pull in the first and last names of the member from an earlier task using dynamic field tags.
- Paste the following into the Merge Fields field:
- Replace John with the First name dynamic field, and replace Smith with the Last name dynamic field. Be sure not to erase the double inverted commas on each side of the names.
Done! You have now fully integrated your Mailchimp account with your Kotive taskflow. When a taskflow runs, a member will automatically be added to your mailing list, or updated.