In this group training, we focused on the integration mechanics between Novi and Mailchimp. We discussed how to push dynamic segments, apply one-time tags, sync merge fields, and build targeted sends in Mailchimp. Strategy & deep-dive on drip campaigns comes next week in our Mailchimp Roundtable on Drip Campaigns with Jake Byk (Climbing Wall Association).
Watch the Recording
TLDR Takeaways
Real-time sync from Novi → Mailchimp for Groups, Committees, and Event Attendees
One-time Tags from Novi are perfect for static labels (e.g., “2024 Gold Sponsors”) and won’t be overwritten by changes in Novi.
Merge Fields (system + custom) can be synced from Novi and used for personalization and segmentation in Mailchimp.
In Mailchimp, target sends by combining Novi AMS Interests (groups/committees/events) + Tags + Merge Fields.
Pro tip: Keep one Mailchimp audience (“Novi AMS Interests”) and use segments to avoid duplicates and extra costs.
Group Training Overview
Live Sync Segments from Novi to Mailchimp
Groups: Learn more in Using Novi Groups to Track Member Engagement.
Committees: See Creating & Navigating Committees.
Event Attendees: Events have the Sync to Mailchimp toggle.
Groups, Committees, and Event Attendees are a great way to keep dynamic segments automatically up to date in Mailchimp. This is useful for data and demographics that can change anytime.
When sync counts differ, check why Mailchimp counts don’t match Novi group counts.
One-Time Tags (Batch)
Use a Batch Action in Novi to Tag a record in Mailchimp. This is really useful tool for static data and demographics, like historical sponsorship tiers.
Merge Fields (System + Custom)
Configured under Association Settings > Integrations, you decide which fields sync from Novi to Mailchimp.
Targeting Emails in Mailchimp
When creating a campaign in Mailchimp, opt to send your email to a Target Segment rather than send the email to every subscriber in your contact list.
Use Mailchimp Groups.
Layer with Tags and Merge Fields.
Save frequent combinations as Saved Segments.
Troubleshooting
Novi Side
Mailchimp Side
Use the Contact Record's details to verify their subscription status and activity.
For mismatched lists, check why Mailchimp counts don’t match Novi group counts.
Deliverability Reminders
Make sure you have verified your email domain and set your email domain authentication for Mailchimp.
If a member reports not receiving your Mailchimp emails, check their bounce reason and offer guidance for their IT team to whitelist your domain.
Additional Resources Mentioned in the Training
Novi Resources
Mailchimp Resources
Deliverability Tip: Verify an Email Domain
Deliverability Tip: Set Up Email Domain Authentication
Troubleshooting: View Bounce Reasons
Training: Soft vs Hard Bounces
Training: All the Merge Tags Cheat Sheet