Introduction
Connect Mailchimp to Sana to manage your email marketing audiences, campaigns, and subscribers. Search for contacts, view campaign performance reports, manage tags and segments, and create or send campaigns without leaving Sana. In summary, the connector has the following key characteristics:
Category: Marketing
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Search lists |
Search members |
Search campaigns |
View campaign reports |
Create campaigns |
Update campaigns |
Delete campaigns |
Send campaigns |
Manage audience lists |
Unsubscribe emails |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Mailchimp. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Add note to subscriber |
Add or update subscriber |
Add remove member tags |
Add segment member |
Add subscriber to tag |
Create campaign |
Create list |
Delete campaign |
Delete list |
Delete list member |
Edit campaign template content |
Get a campaign report |
Get campaign |
Get campaign report |
Get list |
Get list activities |
Get list member activity |
Get list member tags |
List segment member |
Remove segment member |
Search campaign |
Search lists |
Search member |
Send campaign |
Unsubscribe email |
Update campaign |
Update list |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions.
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Mailchimp in the list of available integrations
Scroll to the Available integrations section and locate Mailchimp.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to Mailchimp and approve the requested scopes
You'll be redirected to Mailchimp to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your Mailchimp account. Click Continue to complete the setup and start using the connector.