Connecting to Mailchimp

When you begin a Mailchimp import for the first time, you will need to go through a few steps to connect Mailchimp as a data source for Coefficient.🐵

1. Open the Coefficient Sidebar and click the Menu.

   

2. Select “Connected Sources”.

   

3. Select “Add Connection*”* at the bottom and then “Connect” to Mailchimp.

   

4. You will be redirected to the following page (below). Enter your username and password to “Log In”.

   

5. Click “Allow” to Authorize Coefficient then you will be re-directed back to your Sheet. 😎

   

Import from Mailchimp 🐵

Import from Objects & Fields:

1. Open the Coefficient Sidebar and click on the “Import from…” button. ****

1. Select “Mailchimp” from the list.

1. Select “From Objects & Fields”.

1. Select an object from those listed. (example: ”Campaigns”)

   

2. Check the box(es) corresponding to the fields you would like to include in this import. The fields selected will appear in the data previewer on the right of the screen. (Note: The preview only shows a sample of the results that will be included in your import)

   

3. Customize your import by adding filters, sorts, or limits as needed. Then click, “Import” on the top right of your screen.

   

4. Congratulations on your first Mailchimp import in Coefficient! 🐵🎉