Take the steps below for each list in MailChimp that you wish to have populated by records from a NetSuite group.

Step-by-step guide

In short, you will need to create a Group in NetSuite that holds the relations that will be synced to MailChimp, you will need to configure the list in MailChimp and you will need to connect both using a MailChimp Sync List record.

Creating a group in NetSuite

Go to Lists > Relationships > Groups > New
Choose whether you wish to create a Dynamic group based on search criteria or a Static group. Usually you want to create a Dynamic group. Also choose the type of members and click Continue.
Give the group a name.
1. In case of a static group, add the group members
2. In case of a dynamic group, select an existing saved search or create a new saved search that holds the members
Click Save

Please refer to NetSuite SuiteAnswers for more help creating groups.

Creating a list in MailChimp

Click on Lists and Create List.
Follow the steps to create a list.
Go to Settings > List name and defaults:
Copy/paste the List ID, we need this in the next steps:
Go to Settings > List Fields and MERGE Tags
These fields and MERGE tags need to be configured in NetSuite in the next steps, if you wish to populate these fields from NetSuite. Example:

Create a MailChimp Sync List in NetSuite

Go to Lists > MailChipm Integration > MailChimp Sync List > New:
Enter the following body fields:
1. Name: an internal name to recognize this sync list. You may name it the same as the Group.
2. Enter the MailChimp List ID that was gathered above
3. Select the type of relations that will be found in the Group.
4. Select the Group that was created
In the sublist, list the fields that need to be synchronized. For the example above, it should look as follows:
Click Save.

Repeat all above steps for additional MailChimp Lists

Related articles

Page:

Configure a list for synchronisation

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