Create Audience activity

An activity that creates an audience in Mailchimp.


Create Audience activity

Configure the Create Audience activity

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Mailchimp tab.

    Open Mailchimp tab
  3. On the Mailchimp tab, drag the Create Audience activity onto your process.

    Drag Create Audience activity

General Configuration

Specifies the basic settings for the Create Audience activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field NameDefinition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Create Audience Configuration > Audience tab

Specifies the information to create an audience in Mailchimp.

Figure: Create Audience Configuration > Audience tab

Create Audience Configuration Audience tab

Fields

Field NameDefinition

Mailchimp

Function:
Specifies the access token that connects to your Mailchimp service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon

Opens this Screen:
Access Token for Mailchimp
Function of this Screen:
Configure an access token to connect to Mailchimp.

Audience Name

Function:
Specifies the name of the audience to create in Mailchimp.
Accepted Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Permission Reminder

Function:
Specifies the information about how the email address of the subscriber was obtained.

A permission reminder is used to prevent a false spam report.

Accepted Values:
More than one line of text that can have letters, numbers, spaces, and special characters.
Default Value:
None

Email Subscribe Notification To

Function:
Specifies the email address to which to send a notification when a contact subscribes to the audience.
Accepted Values:
One line of text (a string) in email address format.
Default Value:
None
Accepts Process Data Variables:
Yes

Email UnSubscribe Notification To

Function:
Specifies the email address to which to send a notification when a contact unsubscribes from the audience.
Accepted Values:
One line of text (a string) in email address format.
Default Value:
None
Accepts Process Data Variables:
Yes

Double Opt In

Function:
Specifies whether to send a confirmation email when a contact subscribes to the audience.
Accepted Values:
  • Deselected - Adds the subscribed contact to the audience with no confirmation email.
  • Selected - Sends a confirmation email to the contact to confirm the subscription for the audience.
Default Value:
Deselected

Marketing Permissions

Function:
Specifies whether the General Data Protection Regulation (GDPR) fields show on the signup forms to the subscribers.
Accepted Values:
  • Deselected - Hides the GDPR fields on the subscriber signup form.
  • Selected - Shows the GDPR fields to subscribers on the signup form.
Default Value:
Deselected

Allow Multiple Email Format

Function:
Specifies whether the audience supports emails in more than one format.
Accepted Values:
  • Deselected - The audience supports emails in one format. Subscribers receive emails in HTML format only.
  • Selected - The audience supports emails in more than one format. Subscribers can select a format to receive emails.
Default Value:
Deselected

Create Audience Configuration > Sender Contact tab

Configures the contact information to show on the campaigns for the audience.

Figure: Create Audience Configuration > Sender Contact tab

Create Audience Configuration Sender Contact tab

Fields

Field NameDefinition

Mailchimp

Function:
Specifies the access token that connects to your Mailchimp service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon

Opens this Screen:
Access Token for Mailchimp
Function of this Screen:
Configure an access token to connect to Mailchimp.

Company

Function:
Specifies the company name to show in the contact information for the campaign.
Accepted Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Process Data Variables:
Yes

Phone

Function:
Specifies the telephone number to show in the contact information for the campaign.
Accepted Values:
The telephone number in this format:

[country code][phone number with area code]

Default Value:
None
Accepts Process Data Variables:
Yes

Address Line 1

Function:
Specifies the street address to show in the contact information for the campaign.
Accepted Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Process Data Variables:
Yes

Address Line 2

Function:
Specifies the second line of the street address to show in the contact information for the campaign.
Accepted Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Process Data Variables:
Yes

City

Function:
Specifies the name of the city to show in the contact information for the campaign.
Accepted Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Process Data Variables:
Yes

State

Function:
Specifies the name of the state to show in the contact information for the campaign.
Accepted Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Process Data Variables:
Yes

Postal Code

Function:
Specifies the postal code to show in the contact information for the campaign.
Accepted Values:
An integer.
Default Value:
None
Accepts Process Data Variables:
Yes

Country

Function:
Specifies the name of the country to show in the contact information for the campaign.
Accepted Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Process Data Variables:
Yes

Create Audience Configuration > Campaign tab

Configures the default values to show on the campaigns for the audience.

Figure: Create Audience Configuration > Campaign tab

Create Audience Configuration Campaign tab

Fields

Field NameDefinition

Mailchimp

Function:
Specifies the access token that connects to your Mailchimp service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon

Opens this Screen:
Access Token for Mailchimp
Function of this Screen:
Configure an access token to connect to Mailchimp.

Subject

Function:
Specifies the default subject line for the campaign.
Accepted Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Process Data Variables:
Yes

Language

Function:
Specifies the default language to show the forms and response email for the campaign.
Accepted Values:
A valid 2-letter ISO language code.
Default Value:
None
Accepts Process Data Variables:
Yes

From Name

Function:
Specifies the default name for the sender that shows in the campaign.
Accepted Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Process Data Variables:
Yes

From Email

Function:
Specifies the default email address for the sender that shows on the campaign.
Accepted Values:
One line of text (a string) in email address format.
Default Value:
None
Accepts Process Data Variables:
Yes

Create Audience Configuration > Response tab

Specifies a process data variable to store the response from Mailchimp.

Figure: Create Audience Configuration > Response tab

Create Audience Configuration Response tab

Fields

Field NameDefinition

Mailchimp

Function:
Specifies the access token that connects to your Mailchimp service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon

Opens this Screen:
Access Token for Mailchimp
Function of this Screen:
Configure an access token to connect to Mailchimp.

Store Response Audience ID In This Variable

Function:
Specifies the process data variable to store the ID of the audience.

The audience ID comes from Mailchimp.

Accepted Values:
A process data variable that accepts a numeric string with no spaces or special characters.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?