In order to sync your firm's Neos contacts with Mailchimp, they must exist in an active, managed Mailing List. Changes to your Neos contacts should only be made in Neos. Any changes to synced contacts in Mailchimp will NOT be synced back to Neos.
NOTE: You must have Add permissions to Directory > Mailing Lists.
To create a managed Mailing List:
Navigate to Settings > Mailing Lists.
In Mailing Lists, click the + Add button.
On the Create a new mailing list window, enter a unique Title and change the Type to 'Managed'. Click the Save button.
The new managed mailing list will display as active.
Your firm's Neos contacts can be added to this managed mailing list manually using the Find a contact search field, from the Actions menu of a Case for Parties or Providers, or from the Provider Card.
NOTE: Contacts added to a Managed Mailing List must have a valid email address in their Party or Provider tab in order to sync properly with Mailchimp. Additionally, if a contact has an incomplete mailing address at the time of adding them to a Managed Mailing List, the contact will NOT sync with Mailchimp. Correct the contact's mailing address in Neos and then remove them from your Managed Mailing List. Add the contact back into the Managed Mailing List to see their information synced with your Mailchimp account.
Conversely, if the address becomes incomplete, after it has successfully synced with a full address to Mailchimp, changes will NOT be made to the contact inside Mailchimp.
Contacts in all active 'Managed' Mailing Lists will sync to the 'Neos Integrations' audience in Mailchimp.
NOTE: If a Managed Mailing List is deactivated in Neos, any updates to the contacts will NOT sync back to Mailchimp.
Tags will be created in Mailchimp that relate to the actual identifiers in Neos. For example, the following contact is flagged as a "Party" with a Party Role of "Creditor", in an "MVA" Case Type, and a member of the "Mailchimp" Managed Mailing List.
Synced Neos contacts are automatically unsubscribed. Refer to Mailchimp's Help Center for details on managing a contact's subscription status.
Contacts that are marked 'Deceased' with a Deceased Date in Neos will be archived in Mailchimp and will NOT count toward your firm's Mailchimp contacts. Campaigns will not be sent to archived contacts.
NOTE: The synchronization time between Neos and Mailchimp is determined by the amount of data that has been changed in Neos.
Only a contact's default Email address and default mailing address will be synced to Mailchimp.
Contacts that are removed from a Managed Mailing List will still be visible in the Neos Integration audience in Mailchimp. Your firm's Mailchimp Administrator should archive these contacts so they do not receive any further mailings.
NOTE: Contacts that are permanently deleted in Mailchimp cannot be added back to the Neos Managed audience, even if they return to the "Managed" Mailing List in Neos.
