Overview
Oases Mailchimp integration sends data to a chosen Mailchimp list and groups within that list based on triggers created in the Oases setup area.
Triggers may be designed to create new records or update existing records in MailChimp.
Article Sections
Link MailChimp
To link your Mailchimp account with your Oases database please refer to:
SU26. Set Up Mailchimp Integration
Data Sent
The first name, last name and email address of the record is sent by default as these are required items in Mailchimp but when working from the student record you can choose to send the student email, the guardian email or the email from the linked parent/customer record.
Custom fields in Mailchimp may be populated from data in Oases using mapping.
Records may be updated to allocate or change groups within your list based on conditions.
Triggers
You will need to create multiple simple triggers to perform actions.
For example, rather than creating one complicated trigger to place a student on the list, in the status group with Active Status and also put them in the Test Prep group and then having to make complicated triggers for all scenarios, you would create a simple trigger for Active group and a second simple trigger to place the record in the Test Prep Group.
Both triggers would fire at the same time and perform both actions leading to less triggers overall to perform updates.
Records
Oases can send data to MailChimp from:
Student Record - If student email field completed (or choose guardian or linked customer email)
Parent Record - If parent email field completed.
Staff Record - If Username primary email field completed.
MailChimp Lists
How you have set up your lists in MailChimp will dictate how you use triggers to drive the information to MailChimp. The more complicated your MailChimp list, groups and automations the more triggers you will need in Oases. If you are starting from scratch we would suggest:
A student list with parent name as a MailChimp custom field containing a student status Group and a Student Subject group.
A Staff list with a Status Group.
Link To
SU26. Set Up Mailchimp Integration
MC02. MailChimp - Student Triggers