Why Is Synchronization Important?
Before synchronization was available, Villages had to create separate mailing lists in Mailchimp for each target group and manually transfer email addresses from the corresponding groups in Helpful Village.
This process became problematic whenever a person's status changed. For example, if a Prospective Member became an Active Member, the Mailchimp mailing list would not automatically update. If the person remained on the original list, they could continue receiving marketing emails encouraging them to become a member, even though they were already an Active Member.
Mailchimp synchronization ensures that changes made in Helpful Village are reflected in Mailchimp, helping keep your mailing lists, tags, and volunteer service groups up to date.
Whenever you add someone to a group or update their information or status in Helpful Village, you must synchronize the changes so they are reflected in Mailchimp. Otherwise, contacts may remain in the wrong mailing list or group and receive irrelevant emails.
How Often Does Synchronization Occur?
Helpful Village automatically synchronizes with Mailchimp once a week, on Thursday nights.
However, if you make changes and need them to appear in Mailchimp before the next automatic synchronization, you must manually synchronize the updates.
Which Contacts Can Be Synchronized?
Only contacts who meet both of the following requirements can be synchronized with Mailchimp:
- The Mailchimp checkbox is selected on their Helpful Village profile.
- They have a valid email address.
If the checkmark is missing next to a person's name, open their profile in Helpful Village and verify their Mailchimp settings and email address.
If there the ✔ sign is missing, please click on the person’s name to double-check their personal profile:
Video Tutorial
For a step-by-step demonstration, watch our training video:
Automatic Synchronization with Mailchimp – Export Option for Comcast Contact
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