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Guide: Using Mailchimp with Databox

HOW TO

How to connect Mailchimp to Databox

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How to connect Mailchimp to Databox

To connect a Mailchimp Account in Databox, go to Data Manager > + New connection. Type Mailchimp in the search bar and click on the green Connect button. 

This will open the Authorization window, which is where you will be prompted to enter your Mailchimp login credentials and authorize the Databox app. 

What's the maximum amount of historical data initially available when you use a new Mailchimp Metric in Databox?

When you connect a new Mailchimp Data Source to Databox, no historical data is initially synced. Data is synced for the Metrics that are being used in your Account, so when you first use a new Mailchimp Metric, data will start to sync. 

Pro Tip:  In order to start syncing data for a Metric, you can add it to your Metrics screen, use it in a Scorecard, set a Goal around it, create an Alert for it, or add it to a Databoard. Learn more  here .   

    The amount of historical data you're able to access in Databox is dependent on your Databox plan. Learn more here.

    What time zone does Mailchimp data sync in? 

    Mailchimp data is synced in the UTC.

    How to access the pre-built Mailchimp Template

    1. Navigate to Databoards > Public Templates
    2. In the Data Source drop-down list, select  Mailchimp
    3. To view a preview of the Template populated with dummy data, click Preview
    4. To pull the Template into your Account and re-populate it with your own Mailchimp data, click Use Template
    5. Select the appropriate Mailchimp Data Source from the drop-down list to complete the process. The Databoard will be re-populated with data from the selected Mailchimp Account and can be found on the  Databoards page.

    Pro Tip: Once the Databoard is available on the Databoards page, it is completely disconnected from the public Template. Therefore, you can further customize this Databoard to meet your specific needs using the Designer.

    Popular Mailchimp Templates

    Mailchimp

     
    Mailchimp dashboard template provides you with insights about your subscribers growth, audience and campaign performance to grow your business—all in one place. 

    How to build a Databoard using Mailchimp data

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    Popular Mailchimp Metrics

    Subscribed Contacts

    Unsubscribed Contacts

    Recent Campaigns Open Rate

    View a full list of Mailchimp Metrics available in Databox here.

    How to build a Databoard

    1. Navigate to  Databoards > + New Databoard > Start Blank
    2. Click on the Metric Library icon on the lefthand side of the Designer
       
    3. Select the appropriate Mailchimp Account from the Data Source drop-down list in the Metric Library
    4. View the list of pre-built Mailchimp Datablocks in the Metric  Library. Drag and drop your selected Datablock onto your Databoard    
    5.  If a pre-built Datablock isn't available for your use case, click on the  Visualization Types icon under the Metric Library icon
    6. View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard
    7. Click on the Datablock on the Databoard to open the corresponding Datablock Settings on the righthand side of the Designer
       
    8. Select the appropriate Mailchimp Data Source and Metric in the righthand Datablock Settings. This will update the Datablock and it will populate the Datablock with the corresponding data 
       Complete steps 4-8 until your Databoard is complete

    Additional Information

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    Metric Considerations

      • In MailChimp, users often do not set up unique names for Email Campaigns. When syncing this data with Databox, this resulted in all values being pushed to 1 Email Campaign.
      • To ensure accurate reporting for unique Email Campaigns, a timestamp has been added to each Email Campaign Name in Databox. This timestamp represents the date when the Campaign was sent to a specific audience.
        Therefore, Email Campaign Names are now displayed as follows in Databox: “Email Campaign Name (mm/dd/yy hh:mm:ss).” For example, “Spring Stock-Up Sale Reminder (02/02/2020 23:37:29),” rather than just “Spring Stock-Up Sale Reminder.”


    How to verify Email Campaign data in Databox vs Mailchimp?

    In Mailchimp, this data can be verified by clicking on the Campaigns icon in the lefthand menu. Next, in the lefthand sub-menu, select All campaigns. If needed, specify the audience in the Current audience section.

    Under each individual Campaign you'll see the 'Sent' timestamp that has been added to Email Campaign Names in Databox.

    Granularity Restrictions

    • Due to API limitations, hourly granularity is not supported. This may affect visualization options for Charts in Databox.

      For example, if a Mailchimp Metric is used on a Line or Bar Chart with ''Yesterday'' Date Range selected, hourly data won't be displayed on the Chart.
      However, the big number above the Chart will accurately reflect the Metric value for the selected Date Range.

      Learn more about Granularity here