Mailchimp

Connect Mailchimp with SegMetrics

SegMetrics gives you the ability to analyze your Mailchimp campaign performance and connect it to other data sources. With this integration, you can easily segment that data into your leads, find the automation triggers that convert to customers, understand where your most valuable leads are coming from, and more.

Integration Overview

SegMetrics takes the spend from your ad platforms and purchases from your payment processor, then connects them to the email addresses in Mailchimp. This creates a complete picture of your customer journey from first touchpoint to purchase.

You don't need to import orders or tag people in a special way - contacts just need to be in your Mailchimp account for SegMetrics to connect the data based on email addresses.

Connecting Mailchimp to SegMetrics

Follow these steps to integrate your Mailchimp account with SegMetrics:

1. Navigate to the Integrations page by clicking the gear icon in the top right corner, then click Integrations
2. Once you're on the Integrations page, select the CRM list and click Connect next to Mailchimp
3. Click Connect
4. This will open the activation window, where you'll be prompted to enter your login details for Mailchimp and authorize the connection

Once integrated, SegMetrics imports all historical contact data from your Mailchimp account.

Pro Tip: SegMetrics stores all synced Mailchimp data in its own database, allowing you to accumulate more historical data over time for more comprehensive reporting.

Understanding Available Data and Reports

Once integrated, SegMetrics imports all historical contact and campaign data from your Mailchimp account. Use the following SegMetrics reports to analyze your Mailchimp data:

Acquisition Report

Use for tracking new lead metrics from your Mailchimp campaigns. This shows leads added over specific time periods and helps identify which campaigns are generating the most leads.

Advertisement Report

This is for analyzing the effectiveness of your paid ads. This will show cost per lead, cost to acquire customer, and ROAS.

Nurture Report

Perfect for analyzing Mailchimp tags, lists, and automation performance. Filter by specific Mailchimp segments to see how different contact groups perform through your email sequences.

Engagement Report

Track email campaign performance and website interactions. Monitor how contacts engage with your Mailchimp emails and connect that engagement to website behavior and conversions.

Orders Report

Analyze revenue metrics connected to your Mailchimp contacts. See which email campaigns and automations drive actual purchases when combined with your payment processor data.

Subscriptions Report

For subscription-based products, track how Mailchimp nurture sequences affect recurring revenue and subscription lifecycle metrics.

You can create custom reports by going to Contacts > New Report, then selecting your desired filters based on dates, tags, and touchpoints.

Connecting Payment Information to Mailchimp Contacts

Mailchimp doesn't track payments natively, so SegMetrics uses email address matching to connect payment information to your Mailchimp leads.

When you integrate your payment processor with SegMetrics, we automatically connect the contacts and purchases together based on their email address. This allows you to see the complete customer journey from email engagement to purchase.

Recommendation: Use whichever payment processor can act as your single source of truth for the most accurate revenue attribution.

Setting Up Email Link Tracking

To improve tracking fidelity and get click rates from your Mailchimp emails, add the ContactId to your email links using Mailchimp's merge tags:

Format: ?seg_cid=*|UNIQID|*

Example: http://example.com/?seg_cid=*|UNIQID|*

This tells SegMetrics who is visiting the page, even if they're on a different device, providing better cross-device tracking.

Frequently Asked Questions

Q: What time zone is Mailchimp data synced in? A: Mailchimp data is synced in UTC. SegMetrics reports on your data based on the timezone you set in your Account Settings.

Q: How much historical data syncs when I first connect Mailchimp? A: When you connect Mailchimp, all historical data from your account is synced. This includes all contacts, campaigns, automations, and engagement data.

Q: Do I need the tracking pixel to get data from my Mailchimp account? A: No, you don't need the tracking pixel to import contact and campaign data from Mailchimp. However, the tracking pixel is essential for connecting website visitor behavior to email engagement and tracking the complete customer journey.

Q: How can I track e-commerce sales from Mailchimp? A: SegMetrics uses the e-commerce data that comes through Mailchimp's integrations. For more detailed invoice and client tracking, consider using funnel reports to map out each step of your sales process (sales call, signup, invoice, payment, etc.).

Q: Can I create reports combining Mailchimp data with other platforms? A: Yes, SegMetrics automatically connects Mailchimp contact data with your ad spend, website behavior, and purchase data from other integrated platforms. This gives you complete attribution reporting showing how email marketing contributes to your overall ROI.