To start, you will need a [MailChimp account] and a Recurly account. [Sign up for a free MailChimp account] if you do not yet have a MailChimp account.
Log into MailChimp and create a new Mailing List. Recurly can synchronize with an existing list, but it's best to start fresh.
When your list is ready, log into Recurly and:
- Click Integrations.
- Click [MailChimp].
- Enter your MailChimp API key, and click Connect to MailChimp.
- Recurly asks you to select an existing mailing list to synchronize with. Choose the list created earlier. If you do not have any lists in MailChimp, you will need to create one and then refresh this page within Recurly. If you have more than 10 MailChimp lists and the desired list does not appear as an option in Recurly, you may need to delete or consolidate your MailChimp lists in order for the desired list to appear.
- Click Use MailChimp List.
You're all set! Recurly synchronizes twice a day, so it may take up to 12 hours for your first sync to occur. Recurly will automatically create all the merge fields it uses and will keep your account list up to date. There's nothing else to do but set up a mail campaign and start communicating with your customers.
After you setup MailChimp integration, Recurly will synchronize changes to your accounts twice a day. During the synchronization, Recurly will submit new and updated account information for your accounts. Closed accounts will automatically be unsubscribed from your mailing list. Changes inside of MailChimp are not synced back, so we recommend making all account updates inside Recurly.
Updating email addresses
Any updates to an existing account's email address will be treated as a new account on Mailchimp's side, and will re-enter any flows for new list entries.
During the initial synchronization with MailChimp, Recurly will automatically create any list fields it needs. If you delete a merge tag, Recurly will not recreate the tag. Below is a list of merge tags Recurly uses to submit subscriber data to MailChimp:
Account email address.
Account first name.
Account last name.
Account company name.
Subscription plan code, if the account is a subscriber.
Subscription plan name, if the account is a subscriber.
Yes if the subscriber is in the trial period of a subscription, otherwise No.
Yes if the subscriber has a subscription (free or paid), otherwise No.
Date the subscription started.
At any time, you may disable the Recurly MailChimp synchronization from the MailChimp Integration page in your Recurly account. Just click the button labeled Disable MailChimp Integration and confirm the action. The Recurly MailChimp integration will also disable automatically if you remove the mailing list Recurly synchronizes with or if your API credentials no longer work.
Updated 9 months ago