Mailchimp l Zoho Analytics Help

Mailchimp Advanced Analytics

Zoho Analytics 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.

Permission Required

Users with administrative privilege can access this connector.

  • Standard
  • Premium
  • Enterprise

Check Features Availability and Limits

General

1. What is Zoho Analytics?

Zoho Analytics is a self-service BI and data analytics software that lets you analyze your data, create stunning data visualizations, and discover hidden insights in minutes.

Zoho Analytics 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 Analytics for advanced reporting and analysis. This connector brings in all the capabilities of Zoho Analytics 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 Analytics 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?

Mailchimp Analytics is bundled free for all the paid users of Zoho Analytics. The Zoho Analytics paid plans start at  ₹ 1,200  per month .  Click to learn more about  Zoho Analytics pricing.

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 Analytics, for collaboration is considered a 'User' in Zoho Analytics. A user is identified by his/her unique email address, with which their Zoho Analytics account was registered.

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

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

In Zoho Analytics, 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 Analytics account.

Setup

1. Who can setup the Mailchimp Analytics Connector?

The Account Administrator and the Organization Administrators can set up the Advanced Analytics connector. Click here to learn about  Managing Users .

The credentials of the Administrator who set up the connector, will be used for establishing any connections with source application by other administrators.

2. How to Setup Mailchimp Advanced Analytics Connector?


Also refer,

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

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.

4. I got this email which said 'Setup Process Failed'. What should I do?

The import process of your Mailchimp data can sometimes fail for a variety of reasons. Hence, you may receive such emails occasionally. 
You will receive the 'Integration Setup Failed' mail when there is a failure during the initial fetch. In this case, we request you to:
  1. Open the Workspace in which you have set up the connector.
  2. Click the  Data Sources  button in the  Explorer  tab.
  3. In the  Data Sources  page that opens click the  Retry Now  link. If the issue persists please do write to  support@zohoanalytics.com . We will look into it and get back to you immediately.
Note  :  The Account Administrator and the Organization Administrator can use the Retry Now link to resume the integration process.

5. I got this email which said 'Mailchimp Data Synchronization Failure'. What should I do?

Data sync may sometimes fail due to a variety of reasons such as Authentication Failure, your business application is down etc. In that case, you will receive the "Data Synchronization Failure" mail with the reason for the failure and its solution. Click here to learn more about Synchronization Error Failures and their solutions.

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

If you are a Basic plan user, you can synchronize your data once every day.

You can choose to synchronize data at one of the intervals mentioned below.

  1. 1 Hour (Enterprise plan Only)
  2. 3 Hours
  3. 6 Hours
  4. 12 Hours
  5. Every day
Note:
  1. Users in Enterprise plan alone can choose to synchronize data at every 1 hour.
  2. Users in Basic plan can synchronize their data only once everyday.

7. Can I edit the Mailchimp connector Synchronization setting?

Yes, you can edit the MailChimp connector synchronization setting.  The Account Administrator and the Organization Administrators can edit this setup. To do so,

  • Open the MailChimp Insights Workspace.
  • 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 .

8. Can I view the data synced history?

Yes, the Account Administrator and the Organization Administrators can view the  Sync History . Follow the below steps to view the data synced history.   
  1. Open the corresponding Mailchimp Analytics Workspace in Zoho Analytics.
  2. Click  Data Sources  on the left panel. All the data source of the workspace will be listed. 
  3. Click  Mailchimp . The  Data Sources  page for  Mailchimp will open.
  4. In the  Data Sources  page that opens, click the  Sync History link.
  5. A calendar with the sync history of the last 45 days will open. The date when the data sync has happened will be highlighted. Hover to view the number of times the data  had got synced on a specific date.
  6. Click the date to view more details. 

9. 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.
  • 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.

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

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

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

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

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

12. How can I create reports using this connector?


Also refer,

13. Can I setup the Mailchimp advanced analytics connector in any other existing Workspaces or in any other advanced analytics database?

Yes, you can setup the Mailchimp connector in any of the existing Workspaces or in any of the advanced analytics database to analyze data together. 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 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 Analytics.
  • 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 .

14. 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.

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

Yes, the Zoho Campaigns connector in your account can be transferred to another Administrator in the Organization.
Account Transfer:  An Account Administrator can transfer the connector by transferring the account to an Organization Administrator. Click here to know more about  Managing Organizations .
Leaving the Organization:  An Organization Administrator can transfer the connector setup to another Administrator by unsubscribing from the Organization.
Transfer connector:  Write to  support@zohoanalytics.com , if the organization administrator continues to be part of the organization but wishes to transfer the Zoho Campaigns connector to another user(Organization Administrator).

16. How do I re-authenticate my Mailchimp account in Zoho Analytics?

Yes, you can re-authenticate the connector setup. Only the Administrator who created the connector setup can  Re-authenticate  it. Follow the below steps to re-authenticate the connector.
  • Open the corresponding Workspace.
  • In the  Explorer  tab, click the  Data Sources  button.
  • In the  Data Sources  tab that opens click  Re-authenticate  .
  • Click  Re-Authenticate Mailchimp   and then enter the credentials to reauthenticate.

17. Can I track the action by all users in the connector workspace?

Yes, you can track all activities performed in Connector-configured workspaces by all users, using  Audit History . The Account Administrator and the Organization Administrators can view the audit history.
Follow the below steps to do so.
  • Open the corresponding Zoho Campaigns Advanced Analytics Workspace in Zoho Analytics.
  • Click  Data Sources  on the left panel. 
  • The  Data Sources  page will open. Click  Audit History.  
  • A dialog with audit history for the last 180 days will open with the following information. 
    • Date & Time of the action
    • Action done
    • User who performed the action.
The following are the actions that are logged in Zoho Analytics.
  • User Actions 
    • Create  - Connector setup created
    • Edit Setup  - Edit connector setup to do the following changes. 
      • Modules Added
      • Modules Removed
      • Fields Added
      • Fields Removed
      • Schedule Change and
      • Entities (Campaigns, Org, Handles) Modified
    • Delete  - Remove integration
    • Take Ownership  - Transferred connector to other admin. 
    • Re-authenticate  - Re-authenticate business app 
    • Sync Now  - Sync data instantly
    • Retry Now  - Retry to import data after initial setup failure
    • Connector Activated  (when you upgrade from Basic plan to Standard plan)
    • Connector Disabled  (when you downgrade from Standard plan to Basic plan)
  • System Event - Any action done by Zoho Analytics
    • The Connector is automatically deleted when you downgrade to free plan. 
    • The Connector is automatically restored when you upgrade from free plan to a higher plan. 
    • The Connector is automatically deactivated when you downgrade your plan. 
    • The Connector is automatically activated when you upgrade to a higher plan. 
    • The Connector is manually restored by the Zoho Analytics support.
    • Data synchronization schedule automatically changed to interval supported to your new pricing plan.

18. How do I remove this setup?

  • Login to your Zoho Analytics account.
  • Open the corresponding Workspace.
  • 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 Analytics?

Zoho Analytics 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 Analytics, 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 Workspace

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 'Workspace Administrator' of the Zoho Analytics account in which the Connector is configured (Refer Managing Users in Zoho Analytics ). 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 Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the required reports. Refer Adding Formulas in Zoho Analytics to know more.

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

The default formulas added by Zoho Analytics 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 Name
Formula
Formula Type
Description
Active Days
Custom
datediff( "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 Name
Formula
Formula Type
Description
Mails Sent
Aggregate
Count("Campaigns Vs Members"."CAMPAIGN_ID")
Total mails sent in each campaign
Total Hard Bounces
Aggregate
countif("Campaigns Vs Members"."Member Status"='hard')
Displays the total number of hard bounces in the campaign
Total Soft Bounces
Aggregate
countif("Campaigns Vs Members"."Member Status"='soft')
Displays the total number of soft bounces in the campaign
Open Rate
Aggregate
(countif("Campaigns Vs Members"."Opens">0)/count("Campaigns Vs Members"."MEMBER_ID"))*100
Displays the open rate of the campaign
Bounce Rate
Aggregate
("Campaigns Vs Members"."Total Hard Bounces"/"Campaigns Vs Members"."Mails Sent")*100
Displays the hard bounce rate of the campaign
Soft Bounce Rate
Aggregate
("Campaigns Vs Members"."Total Soft Bounces"/"Campaigns Vs Members"."Mails Sent")*100
Displays the soft bounce rate of the campaign

The folllowing are the formulas from the Clicks table

Formula Name
Formula
Formula Type
Description
Campaign Click Rate
Aggregate
sum("Clicks"."Unique Clicks")/(sum("Campaigns"."Emails Sent")*count("Clicks"."URL_ID"))*100
Displays the total number of clicks from a particular campaign

The following are the formulas from the List Activity table

Formula Name
Formula
Formula Type
Description
Total Members Addition
Aggregate
sum("List Activity"."Subscribes")+sum("List Activity"."Other Adds")
Displays the total number of members to whom the campaign was sent
Total Members Removal
Aggregate
sum("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 Count
Aggregate
"List Activity"."Total Members Addition"-"List Activity"."Total Members Removal"
Displays the total member count available after unsubscription, hard and soft bounces
Click Rate
Aggregate
(sum("List Activity"."Recipient Clicks")/sum("List Activity"."Emails Sent"))*100
Displays the click rate of the list
Open Rate
Aggregate
(sum("List Activity"."Unique Opens")/sum("List Activity"."Emails Sent"))*100
Displays the open rate with respect to the list.
Hard Bounce Rate
Aggregate
(sum("List Activity"."Hard Bounces")/sum("List Activity"."Emails Sent"))*100
Displays the hard bounce rate of the list.
Soft Bounce Rate
Aggregate
(sum("List Activity"."Soft Bounces")/sum("List Activity"."Emails Sent"))*100
Displays the soft bounce rate of the list.

The following are the formulas from the Members table

Formula Name
Formula
Formula Type
Description
Member Name
Custom
concat( "First Name", ' ', "Last Name")
Full Name of the Member
Domain Name
Custom
right("Email",(length( "Email") - indexof( "Email", '@')))
Provides the domain name
Is Qualified Domain?
Custom
if(( "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 Percentage
Aggregate
(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 Analytics?

Refer to the Adding Formulas in Zoho Analytics help page.

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

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

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 Analytics?

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 Workspace to create reports & dashboards?

Yes, you can add new data tables. Click Create > New Table/Import Data to add a new table in the existing Mailchimp Workspace.

With this feature, you can import data from other sources or add them manually into your Workspace 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 Workspace 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 select Change 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 to the 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 Analytics.

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Analytics 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 Analytics 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 Workspace Administrator in the Mailchimp Workspace created in Zoho Analytics (Refer Managing Users in Zoho Analytics , to know how to add Workspace Administrators), the user will be able access all the data & reports, create new reports and do any operation that you could do on the Workspace

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

Zoho Analytics offers three user roles - Administrator, Workspace Administrator and User. Click to know more about the Zoho Analytics 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 Workspace Administrators, 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 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.

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 Analytics in a scheduled manner?

If you are the Administrator of the Zoho Analytics connector or a 'Workspace Administrator', 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 Analytics 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 Analytics 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 Workspace 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 -  Click here

Help & Support

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

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoanalytics.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: +91-44-6965 6060

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

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