Export segments to Mailchimp (preview)

[This article is prerelease documentation and is subject to change.]

Export segments of unified customer profiles to Mailchimp to create newsletters and email campaigns.

Prerequisites

• A Mailchimp account and corresponding administrator credentials.
• Existing audiences in Mailchimp and corresponding audience IDs.
• Configured segments.
• Unified customer profiles in the exported segments contain a field representing an email address.

Known limitations

• Up to 1 million customer profiles per export to Mailchimp, which can take up to three hours. The number of customer profiles that you can export to Mailchimp depends on your contract with Mailchimp.
• Segments only.

Set up connection to Mailchimp

You must be an administrator in Customer Insights - Data to add a connection.

1. Go to Settings > Connections.

2. Select Add connection and choose Mailchimp.

3. Give your connection a recognizable name in the Display name field. The name and the type of the connection describe this connection. We recommend choosing a name that explains the purpose and target of the connection.

4. Choose who can use this connection. By default, it's only administrators. For more information, see Allow contributors to use a connection for exports.

5. Review the data privacy and compliance and select I agree.

6. Select Connect to initialize the connection.

7. Select Authenticate with Mailchimp and provide your Mailchimp credentials.

8. Select Add yourself as export user and provide your Dynamics 365 Customer Insights - Data credentials.

9. Select Save to complete the connection.

Configure an export

To configure this export, you must have permission for this connection type.

1. Go to Data > Exports.

2. Select Add export.

3. In the Connection for export field, choose a connection from the Mailchimp section. Contact an administrator if no connection is available.

4. Enter a name for the export.

5. Enter your Mailchimp audience ID.

6. In the Data matching section, in the Email field, select the field that represents a customer's email address.

7. Optionally, export First name and Last name to create more personalized emails. Select Add attribute to map these fields.

8. Select the segments you want to export.

9. Select Save.

Saving an export doesn't run the export immediately. The export runs with every scheduled refresh. You can also export data on demand.