Integrating Mailchimp with Desk

  • Updated

Mailchimp is a marketing automation platform and email marketing service used by businesses to communicate with customers, manage mailing lists, create marketing campaigns, and analyze campaign performance. Connect FareHarbor Desk with Mailchimp to automatically sync your customer data. Once connected, FareHarbor Desk customer details appear in Mailchimp under customer contacts, helping you create targeted, automated email campaigns.

This integration removes the need for manual data exports. Every new client automatically updates your Mailchimp audience, so you can send personalized emails like follow-ups, promotions, and re-engagement campaigns with ease.

Setting up the Mailchimp integration

To set up the Mailchimp integration:
 

  1. Click Settings in your FareHarbor Desk navigation.
  2. Select Integrations from the dropdown. 
  3. In the Integrations section, click Connect Mailchimp.
  4. Enter your Mailchimp username and password in the authorization view and click Log in.
  5. Select the Mailchimp account for which you want to authorize the integration.
  6. Click Allow.

After you’ve allowed the integration, you will be taken back to the Integrations section of FareHarbor Desk. To configure your Mailchimp integration, select your desired Mailchimp audience from the dropdown in the modal overlay and click Save.


Once completed, your Mailchimp integration will appear as Connected in the Integrations section of Desk.

 

Setting up fields in Mailchimp

Before Desk data can be sent to Mailchimp, you must set up the corresponding fields in your Mailchimp dashboard. 

To add these fields in Mailchimp: 

  1. Navigate to Audiences. 
  2. Click the More options dropdown button.
  3. Select Audience fields and Merge tags.
  4. Click Create a new field.  

In the settings for your new field, you may create a Field name of your choosing. For data to be mapped properly, you must select the relevant Data type and utilize the exact formatting of each Merge tag. 

Field Merge tag Data type
Email address *|EMAIL|* Email
First name *|FNAME|* Text
Last name *|LNAME|* Text
Address *|ADDRESS|* Address
Phone number *|PHONE|* Phone
Hotel *|HOTEL|* Text
Birthday *|BIRTHDAY|* Birthday
Arrival *|ARRIVAL|* Text

More information on Mailchimp merge tags can be found here.


Once you’ve set up your fields in Mailchimp, customer data can be sent from FareHarbor Desk to Mailchimp.

Sending Desk data to Mailchimp

Once the Mailchimp integration is configured and the relevant fields have been created in Mailchimp, client data will be sent to Mailchimp when you create a new client in Desk.

In Mailchimp, the new client’s information appears as a Contact under Audiences in the Mailchimp dashboard. The following client information is sent to Mailchimp:

  • Email address 
  • First name
  • Last name
  • Arrival date
  • Hotel

Note: The FareHarbor Desk Mailchimp integration only sends new client data once the integration is configured. Historical data will not be transferred to Mailchimp.