Mailchimp

• You may wish to add a new Audience, or add new fields to an existing one
  
  Consider your Audience Settings and Merge Tags
  • Add the Constituent ID/LookupID or Address fields, make sure they are set up as text fields (Mailchimp formatted fields don’t play nicely with Blackbaud fields).
    
    
• You may want/need to add GDPR fields
  
  

Raiser’s Edge

Tracking everyone sent

• If using Actions, you may want to set up Action/Interaction Attributes for Opens, Clicks and Campaign ID and Campaign Name. These need to be set up in database view and should always be text type fields.
  

Managing mailing results

• You may need to create processes for how you manage unsubscribes, bounces etc. in your database, if you already have such processes make sure you can mirror them in Chimpegration 

Using Lists/Queries in your database

• Review your Output on any List/Query that you are using with Chimpegration to ensure that it has all of the fields that you would like to work with in Mailchimp.

Consider your RE Email Set-up

• Mailchimp has a natural limit of one email address per user, whereas Raiser’s Edge allows multiple email addresses per record. We recommend having a dedicated Phone Type just to use with email marketing/Mailchimp and limit it so that only one email address is sent to Mailchimp per record and vice-versa. After all, if someone has several active email addresses on their RE record, do you really need to send the same email to the same person multiple times?
• We also suggest creating new Phone Types for Hard Bounces, marked as spam, and Unsubscribed so you better understand why you shouldn’t add them to Mailchimp.
• If you have records in RE that share the same email address, consider how best to manage those records in Mailchimp: See this User Guide