# Sync Audiences from MailChimp to CRM

Mailchimp Audience is where you store all your members, tags, and groups (referred to as Interests in CRM). Campaigns can then be used to send emails to specific audience members, tags, or groups.

This section allows you to choose which Mailchimp Audiences you want to synchronize with Dynamics 365 CRM. Since there can be multiple audiences in Mailchimp, you can select and sync one or more audiences from the available list.

To synchronize a Mailchimp Audience with Dynamics 365 CRM, a Static Marketing List must be maintained in CRM. This marketing list acts as a Master Marketing List, where all the selected audience members, tags, and groups are stored. The CRM Marketing List must be associated with the selected Mailchimp Audience to enable proper synchronization.

Once the Audience synchronization is initiated, the process runs in the background. During this process, Mailchimp Tags and Groups are synchronized, along with the Audience Members. If a member with the same email address already exists in CRM, the existing record will be updated; otherwise, a new record will be created. The system prevents duplicate records by treating the email address as the unique identifier. Members are created in CRM as Contacts or Leads, depending on the configuration of the associated Marketing List in Dynamics 365 CRM.

To sync Mailchimp audiences, follow the steps given below:

* Go to **Settings -> Setup -> Sync Audiences.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FAr8n7GY2NHc69m8UZC4V%2F3.png?alt=media\&token=bf75a163-3479-418f-885a-e6d9383c8290)

* Click on **‘Manage’**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FJSiCDsCINCfQV0zyVTps%2F4.png?alt=media\&token=2ba074b1-2aa9-492d-92cd-844ee54421d9)

**Sync Settings Customization**

Choose between "**Full Sync**" and "**Sync Only**" during the synchronization of Mailchimp audience process as per requirements. This expands the range of available options and providing a more flexible synchronization approach.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F6ROgHvAdKKR4bKUHSaqc%2F5.png?alt=media&#x26;token=8ee26852-29dd-4565-ab42-bef3f9ae095d" alt=""><figcaption></figcaption></figure>

**Full Sync**: This option allows users to comprehensively sync Mailchimp members into CRM. Users can choose to sync one or both Marketing Lists as per their requirement.

Once the sync is completed, you will observe two key changes in Dynamics 365 CRM:

1. Mailchimp members will be created as Contacts/Leads and associated with the selected Marketing List.
2. Mailchimp Tags and Interests will be synced to CRM.

Note: For Full Sync, a Marketing List must be selected/attached.

**Steps to associate a marketing list with your Mailchimp audience**

Select a **Marketing List** within CRM that you wish to associate with a corresponding Mailchimp Audience. Dedicated columns for Marketing Lists are provided - one for **Leads** and another for **Contacts**. This clear segregation ensures distinct visibility and selection tailored to each specific Marketing List type.

It's important to note that there is no obligation to choose both Marketing Lists. Users have the flexibility to opt for either the **Marketing List (Leads)** or **Marketing List (Contacts)**, depending on their specific use case.

Choosing a specific Marketing List avoids duplicate deductions for both Leads and Contacts during the sync operation. The synchronization process is limited to the selected Marketing List, preventing any overlap or simultaneous checks between the two entities

***Note: Only static marketing lists of type (Target At) Lead and Contact are supported. The Account type of the Marketing List is not applicable for selection.***

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fphl7jPKV1QJVxDl2d2nV%2F6.png?alt=media&#x26;token=bf1c7384-f8e3-4d02-b136-86a342ca764c" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: You can select only static marketing list of type (Target At) Lead and Contact. Account type of Marketing List is not supported.**
{% endhint %}

•  In this case, we have created a new Marketing List. For this, go to Marketing List -> Click on the ‘Search’ icon -> Click on **‘New Marketing List’.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FaQXAuSWqmv3gzcTXV0zV%2F7.png?alt=media&#x26;token=1169de92-a9b7-4b48-8fad-554ad9d4120b" alt=""><figcaption></figcaption></figure>

• Fill the required details in marketing list and click on **‘Save’.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FVypsI5HCGplK3SWJ4oFA%2F8.png?alt=media&#x26;token=a837e139-8000-445f-99fb-d9fe103c825a" alt=""><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FBQGN3weHlvgcOUwzP5e0%2F9.png?alt=media&#x26;token=ec4d0567-c9b4-44ac-a4fc-3d9314db8aad" alt=""><figcaption></figcaption></figure>

•  A new marketing list is created. Now go back to **‘Sync Audiences’** and add this Marketing List.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F5OgfGebcwe5haBVH74MO%2F10.png?alt=media&#x26;token=25b7a232-04ad-4a80-bdda-26e7f2a7521b" alt=""><figcaption></figcaption></figure>

• Click on **‘Sync Now’.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FJA3sqRaJISdOLbhbAHlj%2F11.png?alt=media&#x26;token=a32398a6-2d75-4647-ab0d-2824278d208f" alt=""><figcaption></figcaption></figure>

• A pop-up will appear stating that the sync process has started -> Click on '**Ok'**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FSk2KxDNg3leLwywSw4lI%2F12.png?alt=media&#x26;token=cab9fdb1-2f04-4941-8955-d3eeb807888e" alt=""><figcaption></figcaption></figure>

• The status is now changed to 'In-progress' which indicates that the synchronization of Audience is in under process. (See Status section to know meaning of each Sync Status).

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FcuLk3kmIoGXqfKSqZqz5%2F13.png?alt=media&#x26;token=39f237c0-3077-4110-ac7a-0cb97b68cacf" alt=""><figcaption></figcaption></figure>

• Refresh or revisit this page to see the current Sync Status.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fk1tbaO8OavPVti6cPwNs%2F14.png?alt=media&#x26;token=1b0318a0-ca6f-4ee1-a83b-41d965898c48" alt=""><figcaption></figcaption></figure>

• Also, you can verify the Sync Status by navigating to **Settings -> Audiences**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fshbvl6BJ61ML6VmeBzps%2F15.png?alt=media&#x26;token=4fcf8e8a-619f-4ab8-b1ef-9913aa21d479" alt=""><figcaption></figcaption></figure>

• Once it is synced, you will see two changes in CRM data. Firstly, Mailchimp Tags and interests will get synced to CRM and then secondly, Mailchimp Members will get created as contacts/leads and associated with the selected Marketing List.

**Sync Only:** This option restricts the migration of Mailchimp members into CRM. In this mode, only Audience Tags, Interests, and Interest Categories are synced into the CRM environment.

The selection of Marketing Lists is disabled, as this mode focuses solely on synchronization without importing members.

Similarly to see the synced tags and interests, you can refer. We can add a link here of Global setting

* [Tags](https://docs.inogic.com/marketing4dynamics/configuration/sync-audiences/tags)
* [Interests / Groups](https://docs.inogic.com/marketing4dynamics/configuration/sync-audiences/interest-group)

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}


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