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This guide explains how to set up the MailChimp integration and use it in Playbooks so contacts are created or updated in MailChimp and tagged automatically based on your criteria.

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Quick answer

• What it does: When a Playbook runs, it can create or update a contact in your MailChimp audience and apply one or more tags. Criteria (e.g. job seeker in California) determine who gets synced; the action sends email, merge fields, and tags to MailChimp.
• Where it lives: Integration settings and field mapping are under Integrations → MailChimp in the admin area. Playbooks are under Playbooks in the sidebar.
• Requirements: MailChimp must be connected (Server Prefix, API Key, Audience ID). Playbooks must be enabled in site configuration.

Where to find MailChimp and Playbooks

• MailChimp integration: In the admin sidebar, click Integrations, then MailChimp. You will see tabs: Settings and Fields Mapping (Audience Fields).
• Playbooks: In the admin sidebar, click Playbooks. Create a new playbook or edit an existing one. The playbook form has: Event (trigger) → Criteria → Actions (e.g. MailChimp - create/update contact).

Part 1: Connect MailChimp

Open the integration

1. In the admin area, go to Integrations (sidebar).
2. Click MailChimp.
3. Click Set this up (or edit the form if already connected).

Enter credentials (Settings tab)

On the MailChimp Settings tab, fill in:

Server Prefix — The datacenter prefix from your MailChimp API key (e.g. us21 from xxxx-us21). Find it in your API key or in MailChimp under Account → Extras → API keys.

API Key — Your MailChimp API key (from Account → Extras → API keys).

Audience ID — The audience (list) ID you want to sync to. In MailChimp: Audience → Settings → Audience name and defaults → Audience ID.