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V3: Getting started with/setting up your Mailchimp Integration
V3: Getting started with/setting up your Mailchimp Integration

How to integrate PastorsLine and Mailchimp

Jason Alexis avatar
Written by Jason Alexis
Updated over a week ago

2023 July Update

Your integrations are now separated into Active and Inactive. See turquoise boxes & arrows in the image below.

Table of Contents:


Mailchimp 101

New to Mailchimp and not sure where to start? We’ll walk you through the basics so you know what to expect along the way. Scroll all the way to the bottom of this article for a "Table of Contents" of other articles to help!

Let’s start with your list

These are your contacts, your fans, your people. We’ll start your first list for you—all you have to do is add the rest of your subscribers before you send out your first email.

The foundation of great marketing is an up-to-date list of contacts, which includes important data like who has interacted with your online store and when they signed up to your list. A Mailchimp list is a powerful and flexible tool that helps you manage different types of contacts.

We'll cover a few basics about lists in this article, including what you need to know before you start importing contacts into Mailchimp, and how to make the most of your list.

Before You Start

The flexibility of your list depends on how it is built and maintained in Mailchimp. With the right data and organization, you can segment contacts based on a variety of criteria and send targeted groups certain types of content. Take a moment to think about your marketing goals, who your audiences are, and what information is relevant to each audience.

Consider, for example:

  • Do you have seasonal-only customers, bargain-hunters, or customers who are only interested in certain types of merchandise, services, or events?

  • Are you an organization that needs to send different content to donors, sponsors, members, or other patrons?

  • Does it matter if your subscribers are local, domestic, or international?

  • Do you sell products or services online, and ask customers to sign up for email marketing in the checkout process?

  • What other variables affect your audience?

Determine what information is relevant about your contacts, and include it in a column in your spreadsheet or database. These questions will help you get the most out of Mailchimp in the long run.

Types of Contacts

Your Mailchimp list is designed to help you collect and manage subscribed, unsubscribed, non-subscribed, and cleaned contacts.

Here are some definitions for each:

  • Subscribed contact Someone who has opted in to receive your email marketing campaigns.

  • Unsubscribed contact Someone who was opted in to receive your email marketing campaigns, but isn't currently.

  • Non-subscribed contact Someone who has interacted with your online store, but hasn't opted in to receive your email marketing campaigns.

  • Cleaned contact A non-deliverable email address. Hard bounces, as well as repeated soft bounces, become cleaned addresses.

Contact types determine what kind of marketing a person can receive. For example, subscribed contacts are the only ones who have given you permission to send them email marketing, while subscribed, unsubscribed, and non-subscribed contacts can be targeted with ad campaigns. Cleaned contacts have invalid addresses and cannot receive any messages.

Create a List

When you create a Mailchimp account, we automatically generate a default list and populate it with details you provided during the setup process. Each time you create a new list, we'll ask you for some information to comply with anti-spam practices, and other details you'll use for benchmarking. We prohibit users from sending to purchased, rented, or third-party lists, so be sure to check our list requirements before you begin.

You can add subscribed contacts one-by-one, upload contacts from a file, copy and paste contacts from a spreadsheet, or use an integration to sync your list.

Build Signup Forms

Each Mailchimp list comes with an associated signup form, which you can customize and share to Facebook, your website or blog, or even a mobile app. Mailchimp provides a lot of field options for you to choose from, so you can ask for the right information from contacts who subscribe.

Users with Manager permissions and higher can create interest groups for your signup form and list. Interest groups can be assigned by you or selected by your contacts, and can be visible or hidden on your forms.

Your list will grow and change as people sign up, unsubscribe, and update their profiles. We recommend keeping an Update Profile link in the footer of your campaigns to encourage subscribed contacts to keep their information and interests updated.

Segment Your List

Mailchimp allows you to create segments of your list based on almost any criteria you can think of, like signup form data, group preferences, and subscriber activity collected by Mailchimp, including opens, clicks, and location.

If you integrate an e-commerce platform with your Mailchimp account, you'll also be able to use purchase activity information to segment.

The segmenting tool supports up to five criteria, and you can save any segment for future use.

Review List Reports

Tracking engagement helps you better understand what your contacts want and don't want. The Overview page of any list shows you at-a-glance information you can use to improve engagement. If you want to download or share list data with a client or colleague, export it.

At the top of the Overview page, you'll see open and click rates, average subscribe and unsubscribe rates, and the number of subscribed, non-subscribed, unsubscribed, and cleaned contacts for your entire list.

Under Audience growth, a bar chart shows how the list has grown over its lifetime, which can be filtered by self-subscribers, imported, and existing subscribers. We'll also show you how many subscribers were added, unsubscribed, and cleaned from your list since your last campaign send.

Under Campaign performance overview, a line graph shows you how your list has changed with each campaign you've sent, so you can see at a glance the campaigns that were most successful.

Other contact details, like what desktop and mobile email clients they're using, and where they're located, are listed at the bottom of the Overview page.

To get additional information about a single contact, click the Manage contacts tab and choose View contacts. Click any email address on that list to open that contact's profile.

This article was taken from MailChimp's help desk. It can be found on their website by clicking HERE.


Mailchimp lets you manage email lists and send email in bulk. By linking your accounts, you'll be able to send single and group texts, and Automated Email Messages, update your MailChimp lists with the lists (Dec 2018) you've created in PastorsLine, and then email those lists through MailChimp (Dec 2018). MailChimp is free for lists up to 2000 members and less than 12,000 monthly emails. This integration is included free for all users.
Learn more about this integration and review Mailchimp's pricing.

Need to know how to sign up for a free account with MailChimp? Check out this video:

The MailChimp Integration is now in public beta. It's a one-way integration where you can pull in your lists and groups from MC to PastorsLine. You can also send automated email messages using our Automated Messages campaign.

Step 1

Log in to PastorsLine.

Step 2

Click on Integrations and then choose Manage My Integrations (blue box in image to the left).

Step 3: The Integrations page will open (see example in the 3 images below).

Step 4: The Mailchimp integration will be under the Inactive tab (see images above).

Step 5: Toggle on the button. It will turn purple.

***Toggle buttons: greyed out is OFF, purple is ON.

Step 6: Make sure the correct country code is selected, and click Authorize Application.

Step 7: You will be brought to a new screen where you can log into your MailChimp account

Step 8: You will now be redirected back to your PastorsLine account

Step 9: Now the integration is set up and we will begin to sync your account. Once this is finished, you will receive an email confirmation that the sync has been completed. This initial sync can take some time to complete.


You will need to go back and choose which lists and groups you would like to send to PastorsLine. To do this:

1. Go back to your Integrations page. Forgot how to do that? Click here to go back in this article for a refresher.

2. Click on Select Lists(s) to Sync and/or Select Group(s) to Sync. The relevant box will pop up. Since the process is similar. we will do an example with lists.

3. To select a list for syncing, toggle on its switch. The switch will turn purple.

4. Don't see the list(s) you are looking for? Click on Load More (brown box in image above). If you still do not see your lists, check to make sure the list is being shared with the same user that your PastorsLine account is using to integrate with.

5. Finished choosing your list(s)? Click on Sync Lists (turquoise box in image above).


All of your contacts do come over into PastorsLine when you turn on the integration with Mailchimp. What we do during your initial sync is we get ALL the audiences AND we get ALL the contacts in each audiences and treat them separate and bring those over into your PastorsLine account.

That means if you have a contact with email address [email protected] in both Audience 1 and Audience 2 in your MailChimp account, you would see 2 records of [email protected] get imported into PastorsLine. the reason for this one is in MC, if you delete [email protected] from Audience 1, the other email is still going to stay in Audience 2. Each contact in specific audiences are treated differently in MailChimp, so they are treated differently in PastorsLine.

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