How to integrate SAS Flex with MailChimp

MailChimp is an email marketing software that offers options for designing, sending and saving templates of your emails, as well as creating newsletters for sharing on social networks. With MailChimp, you can create a list of contacts and easily communicate with your customers using email templates. If your business uses this software, integrating your account with the MailChimp app in the portal will automatically push data from your calls into your contacts list. This eliminates the need for you to do double the work, converting messages into new MailChimp entries.

In this article we'll discuss:

Connect MailChimp with Your SAS Flex Account

1
In the SAS Flex portal, click  Integrations from the left side menu. 

2
;From the Apps screen, click the   Install button next to the MailChimp logo.

3
Enter your API key and click Save & Connect

Setting Contact Data Parameters

1
Now that MailChimp is connected to the app, click   Add configuration to begin the setup. 

2
On the next page, name your configuration. This is how your MailChimp integration will be displayed within your SAS Flex portal. 

3
Then, you'll need to decide whether you'd like the system to  Update and Overwrite existing contact data.

If   Don't update existing contacts. Create new ones. is chosen, SAS will look for an email match in your MailChimp installation. If there is no match, it will create a new contact. If there is an email match, it will do nothing.

If   Update contacts by overwriting any data with details from SAS. is chosen, SAS will look for an email match in your MailChimp installation. If there is a match, it will overwrite any existing customer data with data we've received from the call.

4
When you are finished, click   Save. 

MailChimp Custom Mappings (Optional)

Once the configurations are set, you'll need to create the content of the contact we'll be adding to MailChimp. MailChimp's API only allows certain fields to be mapped. If you have questions regarding mapping, please contact MailChimp.

1
In the Contact List dropdown, select the name of the MailChimp list where we'll be mapping callers' information. Then click Add Mapping.

2
In the first dropdown box, select either  Collector or   Text.

Collector will allow you to use specific SAS script variables to populate MailChimp's contact variables. If you select Collector, the second column will allow you to select a script variable.

Text gives you the option to type your own static data rather than using SAS variables. If you select Text, the second column will be a blank box where you can type specific information.

3
After you've selected a Collector or entered your text, move on to the Mapping dropdown. This section will display the  variables within your MailChimp setup.
Note that the system will automatically map First Name, Last Name, and Email, so the MailChimp drop down list will not include those variables.

4
Repeat the steps 1-3 until you've completed the custom mappings.

NOTE: If you want to remove any mapping, hover over the section you want removed and click Delete.

5
When you are finished, click  Save

6
Back on the main MailChimp page, you can  Disable, Edit or  Delete your configuration by clicking on the 3-dot icon adjacent to your configuration.

Integrate MailChimp into Your Script

When all of your integration settings are complete, contact SAS at service@specialtyansweringservice.net to add the integration into the appropriate block in your SAS script, or follow these instructions to integrate the app yourself.

NOTE: If you've disconnected and reconnected your configuration at any point, you'll need to re-integrate it into your script.
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