Our MailChimp Add On for Paid Memberships Pro now synchronizes the member’s level name and level ID for improved list targeting, building list groups and segments based on level. Once you update to version 2.0 or higher, this information will be added for all new subscribers – so here are instructions to update your MailChimp list with Membership Level Name and Level ID fields for existing members.

Topics: Setting up a Master List | Exporting Members | Importing in MailChimp


Why not just have separate lists for each level?

The short answer: it’s more expensive. In MailChimp, you pay per member, per list. So you are double billed for a single member that you have added to two distinct lists. Ouch!

In my opinion, it’s also a bit simpler to manage your entire membership in a single list. I know many people have more than one business that’s managed via a single MailChimp account. This streamlines your account to one list per business line – that you can segment to your heart’s content.


So, how do you bring your MailChimp lists up to speed?

The first consideration is: are you using multiple lists to manage members by level? If not, skip to the next section below for instructions on updating your existing member data via MailChimp import.

First, set up your Master List

  1. lists_dropdown_combinelistsBefore doing anything, I’d suggest exporting all of your MailChimp lists. Just like doing a backup of your website data and files, this is a safeguard to make sure you don’t * accidentally * throw the baby out with the bathwater. Read MailChimp’s instructions on exporting a list here.
  2. If you don’t already have a master list, add one by clicking “Create List” from the “Lists” dashboard in MailChimp.
  3. For each list you want to merge to the master, click the list’s dropdown icon on the “Lists” dashboard page and select “Combine Lists”.
  4. Use the drop-down menu to choose the name of your master list and check any groups you want to add these subscribers to.
  5. Repeat this process for each of the lists you want to combine with your master list.
  6. When you’ve combined all of your lists, remove your cleaned and unsubscribed addresses.

Read more about combining lists in this guide via MailChimp »

After you have completed the “Combine Lists” process and have all members in one list, you should update your settings in your site’s WordPress admin under Settings -> PMPro MailChimp. Make sure that your members are all added to the Master List.


Next, Export your members list.

If you are running our MailChimp Add On v2.0 or higher, you can go to Settings -> PMPro MailChimp, click on the “export your members list…” link, and choose the list to export. This will export a CSV file with the headings “email”, “PMPLEVEL”, and “PMPLEVELID” (note that you MUST use these field names in your MailChimp account).

Alternatively, you can use the export link on the Memberships -> Members List page in the dashboard, then open the file in Excel or another spreadsheet program. To prepare the list for import into MailChimp using appropriate merge fields, do the following:

  1. pmpro_import_csv_colsRemove all columns EXCEPT the email, membership_level, and membership_level_id columns.
  2. Change the column names to match email, PMPLEVEL, PMPLEVELID.
  3. Save the file as CSV.

Finally, update your MailChimp list(s) with new merge field data.

Phew – you’re in the home stretch. And rest assured, you will most likely, probably, fingers crossed never again have to do this.

  1. Log in to MailChimp.
  2. Click on the “Lists” link in the menu, then choose the list to import to.
  3. Click on “Add Subscribers” in the submenu, then choose “Import Subscribers”. Note that existing subscribers will not be “duplicated” and members that have unsubscribed will not be resubscribed. You are simply updating your list subscribers with the new merge field data.
  4. Choose “CSV or tab-delimited text file”. Click next.
  5. Choose the CSV file to upload. Check the box that you understand your plan will be upgraded if you import more subscribers than your current plan allows.
  6. Confirm that all columns are “matched”.
    pmpro_mailchimp_2-0-import
    If not, you may need to create a “PMPLEVEL” and/or “PMPLEVELID” merge field. The fields should have those exact names in all uppercase letters. You may also need to update the merge tags under Lists > Settings > List fields and *|MERGE|* tags to PMPLEVEL and PMPLEVELID as well. Click next.
  7. Under “Categorize the imported subscribers as:”, choose “Subscribed”. If you import a subscriber who has already unsubscribed from your list earlier, they will still be considered unsubscribed after import and won’t be emailed.
  8. Check “auto update my existing list”. This is needed so MailChimp will import the merge fields for existing subscribers.
  9. Click “Import”.

MailChimp will queue up your import and send you an email when the process is complete.


Some final things to remember.

  • If you import a subscriber who is already on your list, it won’t count as an additional subscriber. The primary reason to import the PMPLEVEL and PMPLEVELID fields is so that you can create segments and groups based on those merge fields (instead of storing separate lists for each level).
  • When you are finished, you may move into a higher tiered plan if you import subscribers who weren’t on your list already, but you should be able to keep the size of your lists smaller by using merge fields instead of individual lists.
  • There may be a slight increase in list members due to any number of reasons they initially failed to be added to MailChimp or for members that existed prior to when you added the MailChimp Add On to your website.

So what can I do with all this new information?

Your list contains a lot of information about your subscribers, including when they signed up, where they’re located, and details about their interests and preferences. With MailChimp, you can use this information to target and filter subscribers into what we call “segments,” and send campaigns that are customized to their interests.
via MailChimp

Learn How to Create a Segment for your Membership Levels

 


This entry was posted by Jason Coleman in Add Ons, Newsletter, Recipes and tagged . Bookmark the permalink. Last updated: March 15, 2016. Titled How to Import Level Name and ID for Existing Members using New Merge Fields in PMPro MailChimp v2.0

Comments (12)

Jason,

Thanks for the great plugin, as usual.

I have imported my current members into a list. After this point, if new members sign up, will they be automatically added to this list, or do I have to do regular imports?? (I have all the settings updated so each level is matched to this single list).

Hi Jason how to setup auto sync? When I register new user (to test) PMPro doesn’t add user to MC list. In MC plugin I setup all lists and in my MC account i added PMPLEVEL and PMPLEVELID merge fields.

Hi Jason!

I have the same problem. There is no automatic synchronization. But I have the sale of subscriptions through Woocommerce

Thank you for your reply – I have to check out if it is working as I thought we had some problems with automatical unscubscribe. Is there a possibility to include other PMPro database data (such as date joined or discount code used) automatically? Would be great with targeting/mailchimp automation such as winbacks…

Couple of things … when I go into MailChimp Integration Options and Settings ( under “Settings” in wordpress dashboard ) and click “Click here to export ….. ” it displays a page javascript:jQuery(‘#pmpromc_export_instructions’).show(); and the only thing that shows is [object Object] No big deal I created a list from “Member List” but this list doesn’t include PMPLEVELID. Still overcame that hurdle.

Once I have this file in place on MailChimp, what fields are actually sent once checkout is complete. I have pmpro customizations implemented and I believe if I place the sync fields to MailChimp code in my pmpro-customizations.php I can add extra columns/fields to be synched at checkout, but I want to be sure which fields I need to add and which are automatically done or do I have to define each field I want to synch in pmpro-customizations.php ???? I want first name, last name, email, level, levelid, join date and 1 or 2 more. And how do I reference a field like join date ??

Hey Jason – great plugin!! followed all your instructions and got all our old people set!

Currently having trouble with the settings for which list people should populate when they add on…the plugin is only giving me 15 options for lists, and we have 40…they also don’t really seem to be in any particular order. Any suggestion for how to get that selection list to encompass all 40 of our lists?

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