Update Audience activity

An activity that changes an audience in Mailchimp.


Update Audience activity

Configure the Update 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 Process Builder, in the Activity Library, open the Mailchimp tab.

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

    Drag Update Audience activity

General Configuration

Specifies the basic settings for the Update 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
Description:
Specifies the activity name that shows in your process.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts 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
Description:
Specifies an optional text description for your activity.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
No

Update Audience Configuration > Audience tab

Specifies the information to change an audience in Mailchimp.

Figure: Update Audience Configuration > Audience tab

Update Audience Configuration Audience tab

Fields

Field NameDefinition

Mailchimp
Description:
Specifies the access token that connects to your Mailchimp service.
Allowed 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
Description:
Specifies the name of the audience to change.
Allowed Values:
An audience name from the list.

When you select the access token from the Mailchimp field, this field shows the audience names associated with the access token.

Default Value:
None
Accepts 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?

New Audience Name
Description:
Specifies the name of the audience to create in Mailchimp.
Allowed Values:
An audience name from the list.

When you select the access token from the Mailchimp field, this field shows the audience names associated with the access token.

Default Value:
None
Accepts 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
Description:
Specifies the information about how the email address of the subscriber was obtained.

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

Allowed Values:
More than one line of text.
Default Value:
None

Email Subscribe Notification To
Description:
Specifies the email address to which to send a notification when a contact subscribes to the audience.
Allowed Values:
One line of text (a string) in email address format.
Default Value:
None
Accepts Variables:
Yes

Email UnSubscribe Notification To
Description:
Specifies the email address to which to send a notification when a contact unsubscribes from the audience.
Allowed Values:
One line of text (a string) in email address format.
Default Value:
None
Accepts Variables:
Yes

Double Opt In
Description:
Specifies whether to send a confirmation email when a contact subscribes to the audience.
Allowed 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
Description:
Specifies whether the General Data Protection Regulation (GDPR) fields show on the signup forms to the subscribers.
Allowed 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
Description:
Specifies whether the audience supports emails in more than one format.
Allowed 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

Update Audience Configuration > Sender Contact tab

Configures the contact information that shows in the campaign.

Figure: Update Audience Configuration > Sender Contact tab

Update Audience Configuration Sender Contact tab

Fields

Field NameDefinition

Mailchimp
Description:
Specifies the access token that connects to your Mailchimp service.
Allowed 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
Description:
Specifies the company name to show in the contact information for the campaign.
Allowed Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Variables:
Yes

Phone
Description:
Specifies the telephone number to show in the contact information for the campaign.
Allowed Values:
The telephone number in this format:

[country code][phone number with area code]

Default Value:
None
Accepts Variables:
Yes

Address Line 1
Description:
Specifies the street address to show in the contact information for the campaign.
Allowed Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Variables:
Yes

Address Line 2
Description:
Specifies the second line of the street address to show in the contact information for the campaign.
Allowed Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Variables:
Yes

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

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

Postal Code
Description:
Specifies the postal code to show in the contact information for the campaign.
Allowed Values:
An integer.
Default Value:
None
Accepts Variables:
Yes

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

Update Audience Configuration > Campaign tab

Configures the default values for the campaigns that create for the audience.

Figure: Update Audience Configuration > Campaign tab

Update Audience Configuration Campaign tab

Fields

Field NameDefinition

Mailchimp
Description:
Specifies the access token that connects to your Mailchimp service.
Allowed 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
Description:
Specifies the default subject line for the campaign.
Allowed Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Variables:
Yes

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

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

From Email
Description:
Specifies the default email address for the sender that shows on the campaign.
Allowed Values:
One line of text (a string) in email address format.
Default Value:
None
Accepts Variables:
Yes