Many organizations around the world use Mailchimp for mail communication. Mailchimp is an all-in-one marketing platform that helps you share emails, ads, and other messages with your audience. Mailchimp offers powerful and flexible tools that help you manage an up-to-date audience of contacts, important data like who has interacted with your product, when they subscribed to your emails, and more.

What is a campaign?
The emails, ads, and other messages shared with your audience through Mailchimp refer to a campaign.

Use Case

You have chosen Document360 as your Knowledge base platform. Your company works with multiple external vendors for content contributions. Mailchimp makes for a good communication platform. The Document360+Mailchimp integration creates a campaign draft in Mailchimp when a new article is published in your Document360 knowledge base. This campaign can be sent via Mailchimp to a specified recipient. This helps to effortlessly keep your stakeholders in the loop about updates to the knowledge base.

Currently, there is no direct integration option available between Document360 and Mailchimp on either of the platforms.

How will you integrate Document360 and Mailchimp?

As a workaround, you can use the Zapier integration to bridge this gap. By connecting Document360 and Mailchimp on Zapier, you can easily facilitate the content flow between these platforms.

Ensure that you have logged into your Zapier account.

  1. Click Create > Zaps.

  2. Zap is created with Trigger and Action flow in it.

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Otherwise, click the below link and select Try this templete:

Connecting Document360 and Mailchimp

Step 1: Connect Document360

In Trigger, fetch the Document360 information.

  1. In Trigger, choose Document360. The Document360 panel appears on the right.

  2. Choose the desired Event.

  3. In the Account section, you need to sign in with your Document360 credentials.

  4. Click Sign in, and a new pop-up window will open with an API token field to connect with the knowledge base project.

  5. You can obtain the API token from the Document360 portal.

How will you generate an API token in Document360?

  1. Go to Settings > Knowledge base portal > Extensions and navigate to Team collaboration.

  2. In Zapier assistance, click Connect and Copy the generated token.

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  1. Head back to the pop-up window, paste the API token in the field, and click Yes, Continue to Document360.

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  1. You can find the connected Document360 project on the Connect Document360 account page.

If you wish to configure a different account later, you can do that by clicking on Change.

  1. Click Continue.
Connecting a Document360 account

If your account is already linked, you can directly select your account.

Step 2: Connect Mailchimp

  1. In Action, choose Mailchimp.

  2. In the App & Event section, select the required Event to trigger on Document360.

If you wish to configure a different app later, you can do that by clicking on Change.

  1. Click Continue.

  2. In the Account section, click Sign in, key in your credentials in the new access window, and click Allow.

  3. Click Continue.

Step 3: Customize Zap

  1. Map the required fields from Gmail into Document360.

  2. You have a plethora of options to choose from (depending on your business requirements):

  • Audience: Select the audience you want to send the campaign to.

  • Segment or Tag: Select which segment or tag you want to send the campaign to. If no segment/tag is selected, the campaign will be sent to the entire audience selected above.

  • Email Subject: Enter the desired email subject.

  • Preview Text: This snippet will appear in the inbox after the subject line.

  • From Name: Customize the from name (but it must be sent via the email address you connected).

  • From Email address: Select an email address or alias from your Gmail account.

  • Template: Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.

  • Email content (HTML): Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.

It is mandatory to fill in the fields denoted with required. After you map all the required fields, the continue button will be enabled.

  1. Click Continue.
Connecting a Gmail account

If your account is already linked, you can directly select your account.

Step 4: Test Zap

  1. Once you have configured the actions in Document360, Zapier will then generate an article on Document360 to verify functionality.

  2. Click Test step, and you will get a successful message.

  3. Visit your Document360 knowledge base portal, and you can find the desired article under the category you have previously selected.

  4. Head back to the Zapier setup window and click Next.

  5. Once done, click Publish.

You would get a success message window stating Your Zap is on!. You can click on the Manage your Zap button to go to your Document360+Gmail Zap overview page.

Created Zap overview

Create campaigns in Mailchimp from new articles in Document360

You can view and edit the information about your Zap on the Zap overview page.

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Whenever a new article is created in Document360, Zaps runs automatically to create a campaign draft in Mailchimp.

To make a copy of the Zap, click on the following link:
https://zapier.com/apps/document360/integrations/mailchimp
If required, you can change the actions.