Wоrkflоws
Tasks aka Nodes

Mailchimp node

10min

This node will allow you to synchronize HyperPortal data with Mailchimp contacts.

The node currently has the following settings:

Credentials

Here you can enter your credentials for Mailchimp (For example - API key). To add new credentials click on the field, then on 'Add: Credentials'

Document image


To edit existing credentials click on the pencil icon.

Document image


All credentials are stored in CMS -> Credentials

Document image


Please don`t add or edit credentials in CMS, they won`t work that way. You can only add or edit credentials in Workflow node settings.

Parameters

Authentication

There are currently two types of authentication - API Key, OAuth2.

Resource

Mailchimp node can currently interact with the following resources - Campaign, list group, member, and member tag. Each resource has certain operations.

Member operations

Delete - Deletes the item from Mailchimp. For example - the node will delete the contact from the 'Hyper test' email list.

Document image


It will delete the record that has the same email as the selected contact in the workflow process.

Document image


Get - this operation will get all information about the Mailchimp item.

Example - this node will get information of the Mailchimp contact with the same email as in the selected HyperPortal contact.



Document image


The data from Mailchimp will be shown in JSON format. To view the output of the node you need to go to the process overview.

Document image


Then double-click on the needed node.

Document image


The output of the Mailchimp node will generally look like this -

Document image


You can reference Mailchimp`s output data by entering the name of the field in this way - $json.field_name where 'field_name' is the name of the field.

Let`s look at the example. We have a create entity node. This node will create a contact in HyperPortal using data from the Mailchimp node.



Document image


As you can see it refers to Mailchimp fields by their names. Let`s look at the mapping of the 'Last name' field.

Document image


First, we start with '$json' then we should enter the name of the section('merge_fields') where the last name is. In the end, we should enter the name of the needed field - 'LNAME'. So to refer to the last name we should have this expression - '$json.merge_fields.LNAME'

'Get' operation has the following options -

  • Fields - here you can specify what Mailchimp fields to return
  • Exclude Fields - here you can specify what fields to ignore
Document image




Get all - This operation can get multiple items from Mailchimp. You can set a max limit of the items

Document image


Or you can return all items by enabling the respective option.

Document image


'Get all' operation has the following options

  • Before Last Changed - Restrict results to subscribers whose information changed before the set timeframe.
  • Before Timestamp Opt - Restrict results to subscribers who opted-in before the set timeframe
  • Email Type - Filters users by the type of the email they choose (HTML or text)
  • Status - Restrict results to subscribers who have certain status. (Subscribed, Unsubscribed, Cleaned, Pending, Transactional)
  • Since Last Changed - Restrict results to subscribers whose information changed after the set timeframe.

Update - this operation will update an item in Mailchimp. Example - this node will update a Mailchimp contact with the same email as in the selected HyperPortal contact.

Document image


In the update fields section, you can choose what fields will be updated, and what information will be used to update those fields. For example - we can update the first name of the Mailchimp contact by entering the ID of the corresponding field.

Document image


Campaign operations

Delete, get, and get all operations are the same as in the 'Members' resource.

Replicate - creates a copy of the campaign. To choose a needed campaign you should enter its ID.

Document image


Resend - this operation will resend a campaign, it applies only to campaigns that were previously executed.

Document image


Send - will send a new email campaign

Document image




Updated 20 Apr 2023
Doc contributor
Did this page help you?