General

1. What is Zoho Analytics?

Zoho Analytics is an on-premises reporting and business intelligence application that helps you analyze your IT data and create insightful reports & dashboards for informed decision-making. It offers the following important capabilities:

2. What are the highlights of this integration?

Zoho Analytics seamlessly integrates with Mailchimp, allowing you to create intuitive reports and live dashboards for a high level view of your data. These reports and dashboards provide detailed insights on various metrics like open rate, conversion rate, best-performing campaigns and more.

Data from the following modules will be synchronized with Zoho Analytics: 

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

Setup

 1. How do I integrate Zoho Analytics with Mailchimp?

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

After setting up the integration, you might have to wait some time for the initial fetch to complete. Depending on the amount of data in your application, the reports and dashboards might take up to 5 minutes to display all the metrics. If you access the workspace before the initial fetch, it will not display any data.

 3. What should I do when synchronization fails?

The import/sync process of your Mailchimp data can fail sometimes, due to a variety of reasons. 

Case 1: You synchronization may fail when there is a failure during the initial fetch. In this case we request you to:

• Open the workspace in which you have setup the connector.
• Select the Data Sources button from the side panel, and if multiple connectors are setup, select Mailchimp from the options listed.
• In the Data Sources tab that appears, click the Retry Now link.
• If the issue persists please, write to onprem-support@zohoanalytics.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 Analytics, after the initial setup and import of data. This might be a momentary failure due to any internal issues. This import schedule will be suspended if there are five successive failures.

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

You can choose to synchronize your data at the intervals mentioned below:

• 12 Hours
• 6 Hours
• 3 Hours

 5. Can I edit the synchronization settings?

To edit the connection and synchronization settings, select Data Sources -> Mailchimp from the side panel. 

The synchronization summary is displayed with the following data:

• Last data sync status: Status of the most recent synchronization from Mailchimp.

• Last data sync time: Time at which the most recent synchronization was completed.

• Schedule: The frequency of data synchronization between Zoho Analytics and Mailchimp.

• Next Schedule time: Time at which the next data synchronization is scheduled to happen

• Manual Sync done: Number of times the data has been manually synchronized in a particular day.

To edit the setup, click the Edit Setup link, modify the settings as needed, and click Save.

• 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 Analytics account.
• Open the corresponding workspace.
• Select the Data Sources button from the side panel, and if multiple connectors are setup, select Mailchimp from the options listed.
• In the Data Sources tab that opens, click Sync Now.

• MailChimp data will get instantly synchronized.

 7. In whose account will the Mailchimp connector be set up?

It will be set up in the corresponding Zoho Analytics account of the Mailchimp user who has configured this connector.

 8. How can I create reports using this connector?

You can easily create custom reports in the form of charts, pivot tables, summary and tabular views in Zoho Analytics. Click the corresponding links to learn more about creating reports. These reports can also be organized together to form intuitive dashboards. Refer this documentation to learn more about creating dashboards.

 9. Can I set up the Mailchimp integration in existing workspaces in Zoho Analytics?

Yes, you can. To do this,

• Open the workspace into which you would wish to import your Mailchimp data
• Click the Import Data button in the Explorer tab or select Create > 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 need to be imported into Zoho Analytics.
• Select the necessary schedule import options in the Schedule Import Settings section and click Next.

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

 10. How can I configure from multiple Mailchimp setups ?

You can configure multiple Mailchimp setups in the same workspace or in a different workspace.

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

To import data from multiple campaigns into the same workspace,

• Open the workspace in which you have setup the connector
• Click the Import Data button in the Explorer tab or select Create > 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.

 11. 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 mail us at onprem-support@zohoanalytics.com and we will do this for you.

 12. How do I remove this setup?

• Log in to your Zoho Analytics account.
• Open the corresponding workspace.
• Select the Data Sources button from the side panel, and if multiple connectors are setup, select Mailchimp from the options listed.
• 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 Analytics?

Zoho Analytics supports a wide variety of reports, in the form of charts, pivot tables, summary views and tabular views. To know more about the various types of reports, click here. To know more about dashboards and KPI widgets, click here.

 2. Can I modify the default reports created on integrating with Mailchimp?

Yes. If you are the Server Administrator or a workspace administrator of the workspace in which the integration is set up, click the Edit Design button in a report's toolbar and make the required changes. If you are a user to whom a report is shared, save a copy of the report by clicking Save > Save As, and modify the copied version as needed.

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

Columns from different Mailchimp modules are joined by default. Therefore, reports can be created over this data by simply dragging and dropping the respective columns in the report builder. Click here to learn more about creating reports. 

 4. What are formulas in reports?

Formulas are calculations that can be defined using the powerful formula engine in Zoho Analytics, to create required reports. Refer this documentation to know more. 

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

There are several default formulas created based on the Mailchimp modules. To view the default formulas, open the required table, click Add and select the Edit Formulas option.

The following are the default formulas in the Campaigns table:

The following are the formulas from the Campaigns Vs Members table:

The following are the formulas from the Clicks table:

The following are the formulas from the List Activity table:

The following are the formulas from the Members table:

 6. How do I create my own custom formulas in Zoho Analytics?

Refer to the Adding Formulas in Zoho Analytics help page.

 7. Can I modify the tables imported from Mailchimp?

The data from Mailchimp is synchronized with Zoho Analytics automatically, and stored in the form of various tables. Therefore, it is not possible to add data or modify the existing data present in these tables.

 8. Can I add new columns to the tables imported from Mailchimp?

No. However, you can add Formula Columns and Aggregate Formulas to these tables, to help create custom reports. Refer this documentation to know more.

 9. Can I add new tables to this workspace to create reports & dashboards?

To do this, open the Mailchimp workspace, click Create from the side panel and select the New Table / Import Data option. You can integrate with other applications, or choose to import data stored in local files, web URLs, local databases, cloud databases and cloud drives. Click the corresponding links to know more.

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

Yes. To do this, import or add a new table to the Mailchimp workspace and define a lookup relationship between the added data and the existing data in the workspace. To define a lookup relationship between two tables, it is essential that the tables have at least one column in common between them. Follow the below steps to establish a lookup relationship.

• Open the corresponding table, right click the column header and select the Change to Lookup Column option.

• In the dialog that opens, select the column from the second table to look up.

• Click OK.

Click here to learn more about lookup columns.

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

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

 13. What are Query Tables?

Using query tables, Zoho Analytics allows you to import the required data by writing standard SQL queries. This feature also allows you to combine data from different tables, and create reports from the combined data. Refer this documentation to know more.

Users, Sharing & Collaboration

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

You can share the out-of-the-box reports, dashboards and tables, and the ones you create, with other users easily. Refer this documentation to know more.

 2. Why are other users unable to access the reports I create?

The Mailchimp workspace can be accessed only by the administrator who set up the integration. To allow other users to access the out-of-the-box reports and dashboards, you can share the reports and dashboards as needed. Refer this documentation to know more. You can also share the entire workspace with a user. Refer this documentation to know more. 

 3. Can other users create reports using the tables in the Mailchimp workspace?

Yes. To do this, share the required table with the users with the required permissions and filters. 

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

This is the expected behavior. If the user being shared to is a workspace admin, they can edit the reports. If a normal user wants to edit a report, they can save the report in their account under a different name using the Save As option, after which it can be edited. 

 5. Is it possible to share the same report to multiple users such that they each see different data? 

Yes, you can do this by creating Variables. This allows you to share the report to several users, with associated filter criteria so that each user can access only the data specific to them. To learn more, refer this documentation.

 6. 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.

 7. How can I print the reports and dashboards created in Zoho Analytics?

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.

 8. Can I email reports and dashboards at scheduled times?

Yes, you can easily set up email schedules. Refer this documentation to learn more.

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

You can easily embed the reports & dashboards created in Zoho Analytics in your website, web application or blog. Refer this documentation to know more.

 Help & Support

 1. How do I get technical support on Zoho Analytics?

Technical support is free for all users, even during the trial period. You can contact technical support through:

• Email: onprem-support@zohoanalytics.com
• Phone
  • United States: +1 408 454 4202
  • India: +91-44-46447058  Extn: 6222 

 2. Can I have get a personalized demo of this integration?

Yes, please register for a demo using the form on this page.