Mailchimp for nonprofits and churches
Use audience exports to prepare reviewed donor notes and newsletter copy.
Text it like this
Fictional example.
What Grantkeeper prepares
First gift welcome: Draft notes using donor records, keeping audience status separate.
Follow-up gaps: Review the supplied send log before another note.
Friday newsletter: Prepare copy for the owner to review in Mailchimp.
What the owner provides
Send only the export or document needed for this job. You do not need to send an account password or API key for file-based work. Export it yourself from an account allowed to see the records, and include the export date and reporting period.
Limits to keep in mind
Mailchimp exports can separate subscribed, unsubscribed, non-subscribed and cleaned contacts. Keep those statuses. This export workflow does not send campaigns, resubscribe contacts or prove a gift is someone’s first.
Start with a limited sample. A vendor feature does not establish that a live connection is enabled for your account. Confirm access, cost and permitted actions during setup.
Sources: Mailchimp documentation
Setup in three steps
Use audience exports to prepare reviewed donor notes and newsletter copy.
- Export the relevant audience contacts with subscription statuses intact.
- Supply the checked gift records or approved newsletter facts separately.
- Review the copy and the permitted audience in Mailchimp before sending.