Overview
Import sends Mailchimp campaigns into Borealis as communications to ensure all engagement activities are centralized. Unmatched recipients can be reviewed and added as new stakeholders.
Prerequisites
- Mailchimp integration must be configured
- User must have SE – Administrator or Superuser profile in Borealis to perform the import.
Steps
-
Go to Mailchimp Import
- Navigate to Mailchimp campaign import in Stakeholder engagement.
- Select Create
- Select the integration and choose a campaign that has already been sent in Mailchimp from the connected account
- Fill out additional information in the Communication section. This information will be added to the communication created in Borealis.
- Projects
- Subject categories
- Engagement plans
2. Review Recipients
- Borealis auto-matches recipients by email
- Unmatched recipients are listed for manual review
-
Create Stakeholders (Optional)
- Select unmatched recipients (decision = Ignored)
- Click on Create Stakeholder.
- A pre-filled individual creation form opens up. Complete the information as needed and click on Save.
Notes
- Note that only the campaign and its recipients are imported. To consult engagement metrics, use Mailchimp directly.
- Duplicate stakeholders (stakeholders with the same email addresse in Borealis) are all linked to the campaign. If the stakeholders are duplicates, they can be merged normally.