Mailchimp Integration

The Mailchimp integration automatically syncs data collected from participants during your event directly to a selected Mailchimp audience. It is an excellent, beginner-friendly CRM (customer relationship management) tool that requires no technical setup to get started.


Connect Your Mailchimp Account

Before you can enable the sync for a specific event, you must link your Mailchimp account to your Simple Booth account. You can connect multiple Mailchimp accounts if you manage different clients or audiences.

  1. From your dashboard, click your avatar in the top-right corner.

  2. Select Manage Account, then open the Integrations tab.

  3. Click Connect Mailchimp and follow the prompts to log in and authorize the connection.


Enable Mailchimp for a Preset

Once your account is connected, you must enable the integration individually for each preset you want to sync data from.

  1. Open the preset you plan to use.

  2. Scroll down to the Data Capture card in the Experience Designer. Ensure Data Capture is enabled to see the integration options.

  3. From the Data Capture card, select:

    • The specific Mailchimp account you wish to use.

    • The Mailchimp audience where you want the participant data to be sent.


Syncable Fields & Birthday Setup

You can sync any standard Data Capture fields (Email, Name, Phone, etc.) to your audience. Birthdays require a specific configuration within Mailchimp to sync correctly.

Configuring Birthdays in Mailchimp

If you do not complete these steps in Mailchimp, birthdate data will not be recorded in your audience list.

  1. Open your Mailchimp Audience.

  2. Open the Settings dropdown and select Audience fields and |MERGE| tags.

  3. Scroll to the Birthday field settings and confirm the following:

    • Field Label: Must be exactly BIRTHDAY (all caps).

    • Format: Must be set to MM/DD.

Mailchimp audience settings for syncing birthdays

Plan Availability

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