Mailchimp

Mailchimp Advanced Analytics

Zoho Reports advanced analytics connector for MailChimp enables you to easily analyze your email campaigns in MailChimp and derive great insights. This helps product marketers and analysts to slice and dice their campaign data, keep track of them and effectively manage their email campaigns.

You can create and analyse reports such as open rate, conversion rate, best performing campaigns and do much more. This connector comes with 50+ core handpicked reports and dashboards that will help you jumpstart on analyzing data.

Note:

  • Known issues: Values in the "Emails Sent" column in the List Activity module are displayed as "0". We are working on this issue.
  • You can only import data from a maximum of 100 campaigns.

General

  1. What is Zoho Reports?
  2. Why Mailchimp Advanced Analytics connector?
  3. Who can use the Mailchimp connector?
  4. What do I get when I use this connector?

Pricing

  1. How much does this connector cost?
  2. Do you provide trial evaluation for this connector?
  3. What do you mean by 'Users' in the (connector) pricing plan?
  4. What do you mean by 'Rows' and how is it calculated in the pricing plan?

Setup

  1. How do I setup the Mailchimp Advanced Analytics connector?
  2. How long should I wait for my Mailchimp data to initially appear in Zoho Reports?
  3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
  4. How frequently can I synchronize my data with Zoho Reports?
  5. Can I edit the Mailchimp connector Synchronization setting?
  6. Can I synchronize my Mailchimp company data instantly?
  7. In whose account will the Mailchimp connector be setup?
  8. What are the modules in Mailchimp on which I could create reports using this connector?
  9. How to create reports with this connector?
  10. Can I setup the Mailchimp connector in any other existing databases or in any other advanced analytics database?
  11. How can I configure multiple Mailchimp setups?
  12. Can I transfer my Mailchimp connector to another admin account?
  13. How can I remove the setup?

Reporting Features

  1. What are the report types supported by Zoho Reports?
  2. What are the default reports & dashboards created by Zoho Reports, on setting up this connector?
  3. Can I modify the default reports that have been created by the Zoho Reports connector? If so, how?
  4. How do I create reports using fields/columns across different modules?
  5. What are 'Formulas' in Reports?
  6. What are the default formulas added by Zoho Reports, on setting up this connector?
  7. How do I create my own custom formulas in Zoho Reports?
  8. Can I add/modify data in the Mailchimp data tables (modules) from within Zoho Reports?
  9. Can I add new columns to the Mailchimp data tables (modules) from within Zoho Reports?
  10. Can I add new data tables in this reporting database to create reports & dashboards?
  11. Can I combine data from other sources with the data from Mailchimp to create reports and dashboards?
  12. Can I join data from multiple tables to create reports?
  13. What are Query Tables?

Users, Sharing & Collaboration

  1. How do I share the reports in Zoho Reports with my colleagues?
  2. Why are other members in my company not able to access the reports created?
  3. How can other members in my company create reports?
  4. What are the user roles available in Zoho Reports?
  5. Why can't other users edit the reports that I have shared to them?
  6. Can I share the same report created to multiple users with different criteria associated, so that they see different data?
  7. Can I export a report/dashboard?
  8. How can I print the reports & dashboards created in Zoho Reports?
  9. How can I email reports & dashboards created in Zoho Reports in a scheduled manner?
  10. How do I embed my reports in my intranet, blog or presentation?

Cross-Functional Analytics with Popular Business Applications

  1. What are the popular business applications that I can integrate Mailchimp with?
  2. How can I analyze the data from the business applications along with Mailchimp
  3. Will a relationship (lookup) be created between Mailchimp and the third party applications that I integrate it with?

Help & Support

  1. How do I get technical support on Zoho Reports connector?
  2. Can I have someone from Zoho do a demo of this connector for me?

General

1. What is Zoho Reports?

Zoho Reports is an on-demand reporting and business intelligence solution that helps you derive insights on your business data through its powerful reporting and analytical capabilities. You can create dynamic reports in minutes, with no IT help.

It offers the following important capabilities:

2. Why Mailchimp Advanced Analytics connector?

Mailchimp Advanced Analytics Connector enables you to import your campaign data in Mailchimp into Zoho Reports for advanced reporting and analysis. This connector brings in all the capabilities of Zoho Reports described above to Mailchimp users.

3. Who can use the Mailchimp connector?

Any Mailchimp user who wishes to analyze their campaign metrics can make use of this connector.

4. What do I get when I use this Connector?

As a Mailchimp user using this connector brings you immense benefits. You get to look at your campaign data in Mailchimp in ways you couldn't have looked at before. It enables you to do powerful analysis and create insightful reports & dashboards. You can create a wide range of reports including as open rate, conversion rate, best performing campaigns and do much more with ease.

Zoho Reports drag-and-drop based reporting is so easy to use that you could create any report or dashboard on your Mailchimp data with no IT help or technical knowledge and share them to your colleagues.

Pricing

1. How much does this connector cost?

This connector is available in all the paid plans of Zoho Reports. Refer to the Zoho Reports pricing page.

2. Do you provide trial evaluation for this connector?

Yes, we do provide a 15-day free trial for this connector from the date of setup.

3. What do you mean by 'Users' in the (connector) pricing plan?

Anyone to whom you privately share your databases, tables (data), reports and dashboards, created in Zoho Reports, for collaboration is considered a 'User' in Zoho Reports. A user is identified by his/her unique email address, with which their Zoho Reports account was registered.

Suppose you subscribe to the Zoho Reports Standard plan, you can privately share the data/reports in your account and collaborate with 4 other persons. Now your Zoho Reports account is said to have 5 users (including yourself). Click to know more about the Zoho Reports user model.

4. What do you mean by 'Rows' and how is it calculated in the pricing plan?

In Zoho Reports, a row or record is defined in the same context as in a database (or spreadsheet). In simple terms, a table consists of rows (records) and columns (fields). Each row in a table represents a set of related data and has the same structure. For example, in a table that represents "Invoices", each row would represent a single invoice record. The number of rows calculated for pricing, is the sum of all rows/records stored across all your database tables in your Zoho Reports account.

Setup

1. How to Setup Mailchimp Advanced Analytics Connector?

Also refer,

2. How long should I wait for my Mailchimp data to initially appear in Zoho Reports?

After configuring this connector, you might have to wait sometime for the initial fetch to happen. You will receive an email notification once the import is complete. If you access the database before the initial fetch, it will not display any data.

3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?

The import/sync process of your Mailchimp data can fail sometimes, due to a variety of reasons. Hence you may receive such mails occasionally. The Zoho Reports team will look into it immediately and get back to you, after taking the required corrective action.

Case 1: You will receive the Setup Process Failed mailwhen there is a failure during the initial fetch. In this case we request you to:

  • Open the database in which you have setup the connector.
  • Click the Mailchimp button (or Data Sources button - in the case where the database contains multiple tables) in the Explorer tab.
  • In the Data Sources tab that appears click the Retry Now link.
  • If the issue persists please do write to support@zohoreports.com. We will look into it and get back to you immediately.

Case 2: You will receive the Synchronization Failed mail if there is any failure during the data synchronization process between Mailchimp and Zoho Reports, after the initial setup & import of data. This might be a momentary failure due to any internal issues. This import schedule will get suspended if there are five successive failures.

4. How frequently can I synchronize my data with Zoho Reports?

If you are a Basic Plan user, you will be able to synchronize your data only once every day.

If you are a user of the standard plan or above, you can choose to synchronize your data at hourly intervals mentioned below.

  • 12 Hours
  • 6 Hours
  • 3 Hours

5. Can I edit the Mailchimp connector Synchronization setting?

Yes, you can edit the MailChimp connector synchronization setting if you are the administrator of the Zoho Reports account.

To do so,

  • Open the MailChimp Insights reporting database.
  • Click the MailChimp button in the Explorer tab (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens, click the Edit Setup link.

  • Make the necessary changes and click Save.

6. Can I synchronize my Mailchimp data instantly?

Yes, you can synchronize your MailChimp data instantly when needed.

To synchronize your data instantly:

  • Login to your Zoho Reports account.
  • Open the corresponding reporting database.
  • In the Explorer tab, click MailChimp button (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens click Sync Now.

  • MailChimp data will get instantly synchronized.

Note: This option can be used to a maximum of five times a day.

7. In whose account will the Mailchimp connector be setup?

It will be setup in the corresponding Zoho Reports account of the Mailchimp user who has configured this connector.

8. What are the modules in Mailchimp on which I can create reports?

Data from MailChimp is stored in entities called Tables in Zoho Reports. The below data from MailChimp will be synchronized by default into Zoho Reports.

  • Campaigns, Campaigns Vs Members
  • Clicks
  • Lists, List activity
  • Location
  • Member
  • Unsubscribes

9. How can I create reports using this connector?

Also refer,

10. Can I setup the Mailchimp advanced analytics connector in any other existing reporting databases or in any other advanced analytics database?

Yes, you can setup the Mailchimp connector in any of the existing reporting databases or in any of the advanced analytics database to analyze data together. To do this,

  • Open the reporting database into which you would wish to import your Mailchimp data
  • Click the Import Data button in the Explorer tab or Select New > New Table/Import Data.
  • In the Create New Table tab that opens, select Import from Mailchimp.
  • In the Import from Mailchimp dialog that opens, authenticate your Mailchimp account.
  • Select the modules that needs to be imported into Zoho Reports.
  • Select the necessary schedule import options in the Schedule Import Settings section and click Next.

Your Mailchimp data will be imported into your database. Refer to this setup presentation.

11. How can I configure from multiple Mailchimp setups ?

You can configure multiple Mailchimp setups if you have subscribed for a paid plan (Standard and above). 

If you wish to import the data in an individual database refer to this question.  

To import data from multiple campaigns into the same database,

  • Open the database in which you have setup the connector
  • Click the Import Data button in the Explorer tab or Select New > New Table/Import Data.
  • In the Create New Table window that opens, select Import from Mailchimp.
  • In the Import from Mailchimp dialog that opens, Select the campaigns that you wish to import.
  • Select the entities and their corresponding fields.
  • Select the necessary schedule import options in the Schedule Import Settings section.
  • Click Create.

12. Can I transfer my Mailchimp connector to another admin account?

At present, we do not provide an option in the user interface. If you require this transfer, please do mail us to support@zohoreports.com and we will do this for you.

13. How do I remove this setup?

  • Login to your Zoho Reports account.
  • Open the corresponding reporting database.
  • In the Explorer tab, click MailChimp button (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens click the Settings icon and select Remove Data Source as shown in the snapshot.

Reporting Features

1. What are the report types supported by Zoho Reports?

Zoho Reports supports a wide variety of reports.

  • Charts
    • Pie
    • Bubble
    • Packed Bubble
    • Bar
    • Stacked bar
    • Bullet 
    • Dial
    • Line
    • Smooth Line
    • Scatter
    • Combination
    • Area
    • Stacked Area
    • Web
    • Funnel
    • Doughnut
    • Table View
  • Pivot tables (Matrix Views)
  • Summary view
  • Tabular view
  • Dashboards (multiple reports arranged in the same page)
  • KPI Widgets

2. What are the default reports & dashboards created by Zoho Reports, on setting up this connector?

When you setup/configure the Mailchimp Integration Connector, 50+ default reports & dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your help data effectively.

You can quickly review the default reports from the Mailchimp Sample Reporting database

3. Can I modify the default reports that have been created by this connector? If so, how?

Yes, you can modify the default reports. If you are the 'Administrator' or a 'Database Owner' of the Zoho Reports account in which the Connector is configured (Refer Managing Users in Zoho Reports). To modify the reports click the Edit Design button in a report's toolbar and you will be able to make the changes. If you are just a user who's been shared the report, save a copy of the report by clicking Save > Save As. Now you can edit this new copied report.

4. How do I create reports using fields/columns across different modules?

Columns from across different Mailchimps modules are joined by default. Therefore, you can create reports by simply dragging and dropping the respective columns.

5. What are 'Formulas' in reports?

Formulas, as the name indicates, are calculations that help you derive key business metrics that can be used in reporting and analysis. Zoho Reports provides a powerful formula engine to create any type of calculations required, to enable creating the required reports. Refer Adding Formulas in Zoho Reports to know more.

6. What are the default formulas added by Zoho Reports, on setting up this connector?

The default formulas added by Zoho Reports are listed below. You can view these formulas by opening the corresponding table and selecting Add > Edit Formulas from the toolbar.

The following are the default formulas in the Campaigns table

Formula NameFormulaFormula TypeDescription
Active DaysCustomdatediff( "Last Open Time","Campaign Sent Time")Displays the number of days the campaign was active

The following are the formulas from the Campaigns Vs Members table

Formula NameFormulaFormula TypeDescription
Mails SentAggregateCount("Campaigns Vs Members"."CAMPAIGN_ID")Total mails sent in each campaign
Total Hard BouncesAggregatecountif("Campaigns Vs Members"."Member Status"='hard')Displays the total number of hard bounces in the campaign
Total Soft BouncesAggregatecountif("Campaigns Vs Members"."Member Status"='soft')Displays the total number of soft bounces in the campaign
Open RateAggregate(countif("Campaigns Vs Members"."Opens">0)/count("Campaigns Vs Members"."MEMBER_ID"))*100Displays the open rate of the campaign
Bounce RateAggregate("Campaigns Vs Members"."Total Hard Bounces"/"Campaigns Vs Members"."Mails Sent")*100Displays the hard bounce rate of the campaign
Soft Bounce RateAggregate("Campaigns Vs Members"."Total Soft Bounces"/"Campaigns Vs Members"."Mails Sent")*100Displays the soft bounce rate of the campaign

The folllowing are the formulas from the Clicks table

Formula NameFormulaFormula TypeDescription
Campaign Click RateAggregatesum("Clicks"."Unique Clicks")/(sum("Campaigns"."Emails Sent")*count("Clicks"."URL_ID"))*100Displays the total number of clicks from a particular campaign

The following are the formulas from the List Activity table

Formula NameFormulaFormula TypeDescription
Total Members AdditionAggregatesum("List Activity"."Subscribes")+sum("List Activity"."Other Adds")Displays the total number of members to whom the campaign was sent
Total Members RemovalAggregatesum("List Activity"."Other Removes")+sum("List Activity"."Unsubscribes")+sum("List Activity"."Hard Bounces")+sum("List Activity"."Soft Bounces")Displays the total number of users who were removed due to unsubscription, hard and soft bounced.
Member CountAggregate"List Activity"."Total Members Addition"-"List Activity"."Total Members Removal"Displays the total member count available after unsubscription, hard and soft bounces
Click RateAggregate(sum("List Activity"."Recipient Clicks")/sum("List Activity"."Emails Sent"))*100Displays the click rate of the list
Open RateAggregate(sum("List Activity"."Unique Opens")/sum("List Activity"."Emails Sent"))*100Displays the open rate with respect to the list.
Hard Bounce RateAggregate(sum("List Activity"."Hard Bounces")/sum("List Activity"."Emails Sent"))*100Displays the hard bounce rate of the list.
Soft Bounce RateAggregate(sum("List Activity"."Soft Bounces")/sum("List Activity"."Emails Sent"))*100Displays the soft bounce rate of the list.

The following are the formulas from the Members table

Formula NameFormulaFormula TypeDescription
Member NameCustomconcat( "First Name", ' ', "Last Name")Full Name of the Member
Domain NameCustomright("Email",(length( "Email") - indexof( "Email", '@')))Provides the domain name
Is Qualified Domain?Customif(( "Domain Name"='gmail.com' OR "Domain
Name"='yahoo.com' OR "Domain Name"='yahoo.co.in' OR "Domain Name"='outlook.com' OR "Domain Name" = 'hotmail.com'), 'No','Yes')
Displays yes - if the domain is a dedicated domain, displays no if the domain is gmail, yahoo, outlook or hotmail
Unsubscription PercentageAggregate(Countif("Members"."Status"='unsubscribed')/
Count("Members"."MEMBER_ID"))*100
Displays the percentage of users who have unsubscribed.

7. How do I create my own custom formulas in Zoho Reports?

Refer to the Adding Formulas in Zoho Reports help page.

8. Can I add/modify data in the Mailchimp data tables in Zoho Reports?

No, you cannot add/modify data in the Mailchimp data tables. Data from Mailchimp modules gets automatically synched into Zoho Reports in the different tables (one table for one module). You cannot edit any of this data or add new data records from within Zoho Reports.

However you can add new tables and add/import data into that, to create reports combining it with the data from Mailchimp.

9. Can I add new columns to the Mailchimp data tables in Zoho Reports?

No, you cannot add new columns. But, you can add Formula Columns and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas to know more on this.

10. Can I add new data tables in this reporting database to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table to add a new table in the existing Mailchimp reporting database.

With this feature, you can import data from other sources or add them manually into your reporting database to analyze and create reports combining this with your Mailchimp data . You can also import data from other business applications like Google Analytics, Salesforce CRM etc.

Refer:

11. Can I combine data from other sources with the data from Mailchimp to create reports and dashboards?

Yes, you can combine data from your other sources with your Mailchimp company data for analysis.
To do this, you need to add/import a new data table into the Mailchimp reporting database as explained in the previous question and then define a look-up to join it with the table from Mailchimp.

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from Mailchimp along with the data from any other source.

  • Open the corresponding table, right click the column header and selectChange to Lookup Column.
  • Change to Lookup Column dialog that opens, select the column to look up.
  • Click OK

Please do note that you cannot create a Lookup column inbetween the Mailchimp tables.

12. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer tothe previous question for detailed help on this.

13. What are Query Tables?

Query Table allows you to pull data from the tables by writing standard SQL SELECT Queries. You can create reports over this Query Table as you do over a data table. View this demo video to know about how to create Query Tables in Zoho Reports.

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Reports with my colleagues?

You can share the default reports provided in the Mailchimp Connector and the reports you have create, with other users in your portal. Refer to Sharing and Collaboration help page for more details on this.

Once you privately share a report to your colleagues they will be able to access the reports as you do. Refer here to know how to access the reports.

2. Why are other members in my company not able to access the reports that I create?

When a Mailchimp Administrator configures the Mailchimp - Zoho Reports connector, the tables and reports will be available only to him/her, by default. The Administrator has to share the database with other members of the company. Only then will the default reports be accessible by those members.

To know more, refer to Sharing and Collaboration help page.

3. How can other members in my company create reports?

The Mailchimp Administrator who has setup the connector should share the tables present in 'Mailchimp Advanced Analytics' database with other members of the company. Once this is done, the shared users can create reports based on those tables.

To know more, refer to Sharing and Collaboration help page.

Note: If you add a user as a Database Owner in the Mailchimp reporting database created in Zoho Reports (Refer Managing Users in Zoho Reports, to know how to add Database Owners), the user will be able access all the data & reports, create new reports and do any operation that you could do on the reporting database

4. What are the user roles available in Zoho Reports?

Zoho Reports offers three user roles - Administrator, Database owner and User. Click to know more about the Zoho Reports User Model and User Roles.

5. Why can't other users edit the reports that I have shared to them?

This is the expected behavior. Only when the users being shared is set as a database owners, they can edit the reports. If a normal user wants to edit the report, he/she will have to save the report with a new name using the Save As option toolbar. The User can edit this report. To know more about user roles, click here.

6. Can I share the same report created to multiple users with different criteria associated, so that they see different data?

Yes, you can. Refer the topic Apply filter criteria.

7. Can I export a report/dashboard?

Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click to know more.

8. How can I print the reports & dashboards created in Zoho Reports?

In order to print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click to know more.

Note: If you are a user to whom a report has been shared and you want to take a print, ensure you have been provided the Export permission by the Administrator to the report, only then you will be able to print the report.

9. How can I email reports & dashboards created in Zoho Reports in a scheduled manner?

If you are the Administrator of the Zoho Reports connector or a 'Database Owner', you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule section in this help documentation.

10. How do I embed my reports in my intranet, blog or presentation?

You can easily embed the reports & dashboards created in Zoho Reports in your website, web application or blog. Refer Embedding in Web Pages/Blogs to know more about this.

Cross Functional Analytics with Popular Business Applications

1. What are the popular business applications that I can integrate this connector with?

You can integrate and perform cross-functional analytics with almost all the business applications that Zoho Reports offers integration with. 

2. How can I analyze the data from the other business applications along with Mailchimp?

To import data from business apps,

  • Open the reporting database in which you have setup the connector
  • Click the Import Data button
  • In the Create New Table tab that opens, select the application that you wish to import.
  • Provide the necessary authentications
  • Select the necessary modules and fields
  • Select the schedule import options
  • Click Create

3. Will the related modules from Mailchimp and other third-party application be created automatically?

No, a lookup relationship will not be created between the Mailchimp modules and the modules of the application that you are trying to import automatically. 

To manually create a lookup relationship refer this help link - https://www.zoho.com/reports/help/table/joining-tables.html

Help & Support

1. How do I get technical support on Zoho Reports connector?

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoreports.com.

You can also reach out to us on our toll free numbers -

  • United States: +1 (888) 900 9646
  • United Kingdom: +44 (20) 35647890
  • Australia: +61-2-80662898
  • India: +91-44-67447000

2. Can I have someone from Zoho do a Demo of this connector for me?

Yes, certainly. Register for a demo in this page.