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Mailchimp Integration

In this article you'll learn:

  • Steps to set up Mailchimp and Heap to send data to one another
  • How to format events and properties being sent between Heap and Mailchimp
This doc is for: Admins Architects

Overview

The Heap Mailchimp integration automatically captures a number of email events including opens, clicks, and bounces, and maps them to Heap users. This allows you to understand how your email marketing campaigns are working with Heap’s Mailchimp integration!

With the Heap Mailchimp source, you can answer questions like:

  • How do users that open your recent feature email blast go an interact with your product?
  • How many email touches does it take to properly nurture a lead to signup?
  • How do your email campaigns influence customer engagement and retention?

Campaign Limitations

Heap cannot capture automation or multivariate Mailchimp campaigns because it is not exposed in the Mailchimp API.

Setup

Email Join Key Required

You need to have email addresses attached to your users in Heap to match data between Heap and this source. This property can be set to identity or any custom user property in Heap.

If you are not currently sending email addresses into Heap you will need to use Heap’s APIs to do so. Learn more about attaching email data to users via Heap’s identity API.

If you need help, please post in Heap Community or visit our Get support page.

To configure the Mailchimp source, you’ll need to have the following privileges:

  1. Admin or Architect privileges in Heap
  2. Admin or Manager privileges in Mailchimp

To get started, visit the Mailchimp source in the app and click Set Up in the top right corner of the page.

You will then be prompted to specify an email property if you haven’t set one up already for your account. The selected user property needs to be the user property associated with your users’ email addresses as this is the property Mailchimp uses when sending Heap data about your users.

Once the email property has been set, you’ll be prompted to connect your Mailchimp account and be redirected to Mailchimp login page. Once authenticated, you’ll be redirected back to the Mailchimp source page in Heap with a successful confirmation message.

Upon completion, the source connection page will present Waiting For Data until the first event data from Mailchimp is seen by Heap at which point the connection status will change to Connected.

We can’t offer a backfill of Mailchimp data. Please don’t hesitate to reach out if you have any questions or if you’re running into trouble with the source connection process.

Data Format

Mailchimp source events have the following event types in Heap:

  • Click Email Link: Recipient clicked on a link within the message.
  • Open Email: Recipient opened the HTML message.
  • Bounce Email: Receiving server could not or would not accept message.

The Mailchimp source currently does not support Sent Email events due to Mailchimp limitations. We will update the source if Mailchimp exposes this event in the future.

The following event properties will be available on events received from Mailchimp:

  • Campaign ID: Unique Mailchimp internal campaign ID (ID).
  • Campaign Title: Title of the campaign (String).
  • List ID: Unique Mailchimp internal list ID (ID).
  • IP: IP address recorded for the event (String).
  • Time: Data and time recorded for the event (Timestamp).
  • URL: URL clicked (String). Only available on Click Email Link events.

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Last updated August 31, 2022.

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