Integrating Mailchimp with Microsoft Excel: How to Add to Microsoft Excel When an Email is Opened in Mailchimp

For those involved in email marketing, efficiently utilizing email open data is extremely important. By leveraging Yoom to integrate Mailchimp with Microsoft Excel, you can automatically add data to Microsoft Excel whenever an email is opened in Mailchimp. This eliminates the need for manual updates of customer information, reducing the workload for those responsible. It also helps prevent human errors such as update mistakes or incorrect entries. This article explains how to set up a flow that automatically adds information to Microsoft Excel when an email is opened in Mailchimp, as well as the benefits of implementing this system.

Recommended for

Those conducting email marketing with Mailchimp and managing data in Microsoft Excel
IT personnel who manually update customer information and wish to reduce their workload
Marketing personnel who want to quickly and accurately create and analyze target lists
Representatives of small and medium-sized enterprises looking for a system to facilitate smooth information sharing between departments

Benefits and Examples of Integrating Mailchimp with Microsoft Excel

Benefit 1: Streamlining Operations by Reducing Manual Work

By implementing this integration, information is automatically added to Microsoft Excel when an email is opened in Mailchimp.
For example, if a marketing representative checks the email open status daily and manually transcribes it into Microsoft Excel, this task can be automated, reducing the risk of human errors such as update mistakes or incorrect entries, allowing them to focus on other tasks.
Additionally, with immediate information updates, decisions can be made based on the latest data, potentially improving marketing effectiveness.

Benefit 2: Enhanced Information Sharing

By integrating Mailchimp with Microsoft Excel, email open information is automatically registered in Microsoft Excel.
Centralized data management in Microsoft Excel allows the entire company to access the latest information.
For example, when approaching prospective customers, the sales and marketing departments can select prospects based on the latest email open information registered in Microsoft Excel.

Benefit 3: Creating Target Lists

With the integration of Mailchimp and Microsoft Excel, information about customers who opened emails is automatically reflected in Microsoft Excel.
This allows for the smooth creation of the latest list of email openers, enabling quick approaches to highly interested customers.
For instance, by creating a list of the latest email openers, you can quickly respond by providing additional information or special promotions to customers interested in specific products.

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How to Add to Microsoft Excel When an Email is Opened in Mailchimp

This can be achieved by receiving notifications of email openings in Mailchimp using Mailchimp's API and adding them to Microsoft Excel using Microsoft's API.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.

This process will be created in the following major steps:

Register Mailchimp and Microsoft Excel as My Apps
Copy the template
Set up the Mailchimp trigger that initiates the flow and the subsequent Microsoft Excel operations
Turn on the trigger button and verify the integration operation

If you are not using Yoom, please register for free here.
If you are already using Yoom, please log in.

Step 1: Connect Mailchimp and Microsoft Excel with My Apps

Register My Apps to connect Mailchimp and Microsoft Excel to Yoom.
By registering My Apps first, automation settings become easier.

First, register Mailchimp with My Apps.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.

An app list and search bar will be displayed, so use either to select Mailchimp.

When the following screen appears, follow the instructions to enter "Account Name," "Access Token," and "Server Domain," then click Add.

This completes the My Apps connection for Mailchimp.

Next, register Microsoft Excel with My Apps.
As before, search for Microsoft Excel from the app list or use the search bar.

Enter your account information on the sign-in screen and click Next.
*Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

Once both My Apps registrations are complete, MailChimp and Microsoft Excel will be displayed in My Apps.

Next, proceed with the settings using the Flowbot template. Log in to Yoom and click "Try it" on the banner below.

You will see "Template has been copied!" displayed, and clicking "OK" will complete the copy.

Step 2: Set the Trigger

Next, set the trigger in Mailchimp.
Click "When email is opened".

Check the "Account information to integrate with Mailchimp".
You can freely change the title, but do not change the trigger action and click "Next".

Next, set the API. You can select the "Trigger interval" from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest trigger interval varies depending on the plan.

Select the "Campaign ID" from the options.

After setting, click "Test".

When you run the test, information will be displayed in the output.
If information is displayed in the output, click "Save".

Step 3: Set the Action

Next, set the action for Microsoft Excel.
Click "Add record".

Next, check the "Account information to integrate with Microsoft Excel".
You can freely change the title, but do not change the execution action.

Set up the "Database integration".

"File save location" → Set as desired.
"Drive ID" → Select from options.
"File name" → Set as desired.
"Item ID", "Sheet name" → Select from options.
The "Values of the records to be added" will display the item names set in the integrated Microsoft Excel.

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Next, perform the "Detailed settings for database operations".
By setting the output from Mailchimp, information will be automatically registered in Microsoft Excel.
Please set the item names that match the output.

After setting, click "Test", and if "Test successful" is displayed, click "Save".

Step 4: Verify the Automation between Mailchimp and Microsoft Excel

Finally, click "Turn on Trigger" to complete the automation setup.

Now, when an email is opened in Mailchimp, it will be automatically added to Microsoft Excel.
Here is the template used this time.

Examples of Other Automations Using Mailchimp

There are many other examples of automations using Mailchimp on Yoom, so here are a few to introduce.

1. A flow to notify Slack when an email is opened in Mailchimp

By utilizing this integration, you can receive notifications in Slack when an email is opened in Mailchimp.
Receive real-time notifications of email openings to prevent missing potential leads.
This allows you to create accurate target lists and expect more effective marketing.

2. Flow to Add a Contact to Mailchimp When an Order Occurs in B Cart

With this integration, you can add a contact to Mailchimp when an order occurs in B Cart.
It is recommended for those who want to manage product purchaser information in Mailchimp.
You can utilize the collected purchaser information to provide similar product information or special promotions.

3. Flow to Notify Discord When an Email is Opened in Mailchimp

With this integration, you can receive notifications on Discord when an email is opened in Mailchimp.
Receiving real-time notifications of email openings allows you to respond quickly to customer reactions.
This can enhance your email marketing efforts.

Summary

The integration of Mailchimp and Microsoft Excel supports efficient management of email open information, enhances information sharing, and facilitates the rapid deployment of marketing strategies.
This is expected to reduce human errors and improve marketing effectiveness.

Additionally, Yoom's app integration can be set up without any coding, allowing anyone to get started immediately. Please consider implementing it.