Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.
Introduction
Connect Mailchimp to Sana to manage your email marketing audiences, campaigns, and subscribers. Search for contacts, view campaign performance reports, manage tags and segments, and create or send campaigns without leaving Sana.
In summary, the connector has the following key characteristics:
Category: Marketing
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Search lists |
Search members |
Search campaigns |
View campaign reports |
Create campaigns |
Update campaigns |
Delete campaigns |
Send campaigns |
Manage audience lists |
Unsubscribe emails |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Mailchimp. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Add note to subscriber |
List campaign id options |
List list id options |
List store id options |
Add or update subscriber |
Add remove member tags |
Add segment member |
Add subscriber to tag |
Create campaign |
Create list |
Delete campaign |
Delete list |
Delete list member |
Edit campaign template content |
Get campaign |
Get campaign report |
Get list |
Get list activities |
Get list member activity |
Get list member tags |
List segment member |
Remove segment member |
Search campaign |
Search lists |
Search member |
Send campaign |
Unsubscribe email |
Update campaign |
Update list |
Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.
Triggers
While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Mailchimp.
Trigger |
Link Clicked |
New Audience |
New Campaign |
New Customer |
New File |
New List Event (Instant) |
New Open |
New or Updated List Segment |
New or Updated Subscriber (Instant) |
New Order |
New Segment Tag Subscriber |
New Subscriber (Instant) |
New Unsubscriber (Instant) |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions.
Set up instructions
Prerequisites:
You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.
Step 1: Go to the connectors page in Sana
In Sana, click on your profile icon and name in the bottom left corner and select Connectors.
Step 2: Find Mailchimp in the list of available connectors
Scroll to the Available connectors section and locate Mailchimp.
Note: If you can't find a connector in this list, it means one of the following:
You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.
Step 3: Hover the connector card and click the connect button
Hover the Mailchimp card and click the Connect button.
Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.
Step 4: Initialize the Pipedream connection
When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.
Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.
Step 5: Sign in to Mailchimp and approve the requested scopes
You'll be redirected to Mailchimp to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 6: Complete the set up
You've successfully connected your Mailchimp account. Click Continue to complete the setup and start using the connector.