Connecting to MailChimp, Campaign Monitor and SalesForce

Linking to a third-party service enables automatic replication of your donor contact details within the environment of the third party, for purposes of using these details when sending out bulk emails or hosting them in a secure online database environment. This functionality is only available if you have a Premium cause account.

Connect to and sync with your SalesForce database:

  1. Log in to your SalesForce account and create a new account (see the “Accounts” tab in your SalesForce account)
  2. Create the following fields in your SalesForce account (Setup > Build > Customize > Contacts > Add a custom field to contacts > New):

    • Supporter ID (External ID) - (Data Type: Text, check box "External ID", set length to 100)
    • Locations (optional) - (Data Type: Text)
    • Activist? (Boolean/Optional) - (Data Type: Checkbox)
    • Donor? (Boolean/Optional) - (Data Type: Checkbox)

  3. Select the “Settings” tab of your GivenGain cause account and click on “Connect”, then on “Not Active” next to SalesForce. Login to your SalesForce account and click on “Allow”. Select the created account from the “Salesforce Account” dropdown, select “Enabled” from “Automatically sync changes”, then match the created SalesForce fields with the relevant fields in the dropdown fields. When done, click "Save and Sync All” to sync your supporter records with your SalesForce account database.

Connect to and sync with your MailChimp mailing list:

  1. Login to your MailChimp account and create a list (see the Lists tab in your MailChimp account)

  2. Create the following fields in your MailChimp list (see Set up a sign-up form > General Forms):

    • Supporter ID (External ID) - (Data Type: Number)
    • Location - (Data Type: Text)
    • Address - (Data Type: Text)
    • Activist? - (Data Type: Text)
    • Donor? - (Data Type: Text)

  3. Select the Settings tab of your GivenGain cause account and click on “Connect”, then on “Not Active” next to MailChimp. Log in to your MailChimp account and click on Login. Select the created list from the “Mailing List” dropdown and “Save”. Select “Enabled” from “Automatically sync changes”, then match the created MailChimp fields with the relevant fields in the dropdown fields. When done, click “Save and Sync All” to sync your supporter records with your MailChimp mailing list.

Note: When synced, use the segmentation option in MailChimp to create various sub-lists for your bulk email communication.

Connect to and sync with your Campaign Monitor mailing list:

  1. Login to your Campaign Monitor account and create a list (see the “Lists & Subscribers” tab in your Campaign Monitor account – click on “Create a new list”)

  2. Create the following fields in your MailChimp list (see Custom Fields):

    • Supporter ID (External ID) - (Data Type: Text)
    • Location - (Data Type: Text)
    • Address - (Data Type: Text)
    • Activist? - (Data Type: Text)
    • Donor? - (Data Type: Text)

  3. Select the “Settings” tab of your GivenGain cause account and click on “Connect”, then on “Not Active” next to “Campaign Monitor”. Log in to your Campaign Monitor account and click on “Login”, then “Allow access”. Select the client from the “Client” dropdown and “Save”. Select the new list from the “Mailing List” dropdown and “Save”. Select “Enabled” from “Automatically sync changes”, then match the created MailChimp fields with the relevant fields in the dropdown fields. When done, click “Save and Sync All” to sync your supporter records with your Campaign Monitor mailing list.

Note: When synced, use the segmentation option in Campaign Monitor to create various sub-lists for your bulk email communication.

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