Update Subscriber activity

An activity that changes the information for a subscriber in Mailchimp.

Configure the Update Subscriber activity

Prerequisites

AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v8.0 Software Update 2 or higher.

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
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?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the Mailchimp tab.
On the Mailchimp tab, drag the Update Subscriber activity onto your process.

General Configuration

Specifies the basic settings for the Update Subscriber activity.

Good to Know

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

Fields

Field Name	Definition
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

Field Name

Definition

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:

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 Subscriber Configuration > Basic tab

Specifies the information about the subscriber to change in Mailchimp.

Fields

Field Name	Definition
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	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 in which to change information about the subscriber. 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?
Subscriber Email	Description: Specifies the email address of the subscriber whose information to change. Allowed Values: An email address from the list. When you select the audience from the Audience Name field, this field shows the email addresses of the subscribers associated with the audience. Default Value: None Accepts Variables: Yes
New Email Address	Description: Specifies the updated email address for the subscriber. Allowed Values: One line of text (a string) in email address format. Default Value: None Accepts Variables: Yes
Tags	Description: Specifies one or more tags that are used as customized labels or to organize the contact in Mailchimp. Allowed Values: One line of text (a string) that can have letters, numbers, spaces, and special characters. The line of text represents one or more tags, separated by semicolons (;). If the tags entered in this field do not exist in your Mailchimp environment, when this activity runs, the activity creates the tags and adds them to the contact. 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?
Preferred Email Format	Description: Specifies the format to use to send emails to the subscriber from Mailchimp. Allowed Values: HTML - Sends emails to the subscriber in HTML format. Text - Sends emails to the subscriber as plain text. Default Value: None Accepts Variables: Yes

Update Subscriber Configuration > Profile Information tab

Configures the merge fields for the subscriber.

Figure: Update Subscriber Configuration > Profile Information tab

Fields

Field Name	Definition
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	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 in which to change information about the subscriber. 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?
Subscriber Email	Description: Specifies the email address of the subscriber whose information to change. Allowed Values: An email address from the list. When you select the audience from the Audience Name field, this field shows the email addresses of the subscribers associated with the audience. Default Value: None Accepts Variables: Yes
Field Name	Description: Specifies a field to add to the subscriber in a key-value pair. Allowed Values: A field name from the list. When you select an audience in the Audience Name field, this field shows the merge fields associated with the audience. The line of text represents a field name. If the field name entered in this field does not exist in your Mailchimp environment, when this activity runs, the activity creates the field name and adds it to the subscriber. 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?
Field Value	Description: Specifies the value for the field in a key-value pair. Allowed Values: A number or a text string that can contain spaces. 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?
Add	Function: Adds a row for the Field Name and Field Value.
Delete	Function: Deletes the selected row.