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mailchimp-integration

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Actualizado30 de junio de 2026 a las 15:26

Use when integrating with Mailchimp for audience management, campaigns, and automation. Handles API key auth, audience segmentation, and campaign workflows.

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Fuente

hewi333

hewi333/Mom-n-Pop-Skills

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name	mailchimp-integration
description	Use when integrating with Mailchimp for audience management, campaigns, and automation. Handles API key auth, audience segmentation, and campaign workflows.
version	1.0.0
author	Hermes Agent
license	MIT
metadata	{"hermes":{"tags":["mailchimp","email-marketing","audience-management","campaigns"],"related_skills":["crm-lite","quickbooks-online"]}}

Mailchimp Integration Skill

Overview

Integrates a small business with Mailchimp for contact management, email campaigns, and automated follow-up sequences. Uses API key authentication. Designed for agent-mediated use: owners text campaign ideas, agent executes Mailchimp API calls.

When to Use

Import contacts from CSV/export (e.g., a referral partner list of ~2,000 contacts)
Segment audiences by region, engagement, last contact date
Create/send campaigns (monthly newsletter, seasonal promos, re-engagement)
Set up automations (welcome series, estimate follow-up, post-job review request)
Track engagement (opens, clicks, unsubscribes) → feed back to CRM

Don't Use For

Transactional emails (use Stripe/QuickBooks for invoice emails)
SMS marketing (use Twilio)
Complex journey builder with branching logic (keep simple)

Authentication

Required Credentials (Environment Variables)

MAILCHIMP_API_KEY=      # From Mailchimp Account → Extras → API Keys
MAILCHIMP_SERVER_PREFIX= # e.g., "us17" (from API key: xxxx-us17)
MAILCHIMP_AUDIENCE_ID=  # Primary audience/list ID (set after first sync)

API Base URL

https://{SERVER_PREFIX}.api.mailchimp.com/3.0/
Authorization: Bearer ***

Core API Operations

Audience Management

# Get audience info
GET /lists/{audience_id}

# Add/update member (upsert by email)
POST /lists/{audience_id}/members
{
  "email_address": "partner@example.com",
  "status": "subscribed",
  "merge_fields": {
    "FNAME": "Jane",
    "LNAME": "Smith",
    "COMPANY": "Example Realty",
    "REGION": "Standard",
    "PHONE": "555-555-0199",
    "LEAD_SOURCE": "referral",
    "LAST_CONTACT": "2026-01-10",
    "TAGS": "partner,active"
  },
  "tags": ["partner", "active", "standard_region"]
}

# Batch upsert (for initial import of large contact lists)
POST /lists/{audience_id}/members/batch
{
  "members": [...],
  "update_existing": true
}

# Add tags to member
POST /lists/{audience_id}/members/{subscriber_hash}/tags
{"tags": [{"name": "engaged_30d", "status": "active"}]}

# Archive/unsubscribe
PATCH /lists/{audience_id}/members/{subscriber_hash}
{"status": "unsubscribed"}

Segments (Dynamic Lists)

# Create segment: "Active partners in Standard Region, contacted last 90 days"
POST /lists/{audience_id}/segments
{
  "name": "Standard Region Partners - Active 90d",
  "options": {
    "match": "all",
    "conditions": [
      {"field": "merge_fields.TAGS", "op": "contains", "value": "partner"},
      {"field": "merge_fields.REGION", "op": "eq", "value": "Standard"},
      {"field": "last_changed", "op": "greater", "value": "2025-10-15"}
    ]
  }
}

Campaigns

# Create regular campaign
POST /campaigns
{
  "type": "regular",
  "recipients": {"list_id": "{audience_id}", "segment_opts": {"saved_segment_id": 123}},
  "settings": {
    "subject_line": "Winter Service Special for Your Listings",
    "preview_text": "Exclusive partner pricing through February",
    "title": "Partner Winter Promo - Jan 2026",
    "from_name": "[BUSINESS_NAME]",
    "reply_to": "owner@yourdomain.com",
    "to_name": "*|FNAME|* *|LNAME|*",
    "folder_id": "campaigns"
  }
}

# Set campaign content (HTML)
PUT /campaigns/{campaign_id}/content
{
  "html": "<html>...",
  "plain_text": "Text version..."
}

# Send test
POST /campaigns/{campaign_id}/actions/test
{"test_emails": ["owner@yourdomain.com"], "send_type": "html"}

# Send campaign
POST /campaigns/{campaign_id}/actions/send

Automations (Customer Journeys)

# Welcome series for new partner contacts
POST /automations
{
  "type": "welcome",
  "recipients": {"list_id": "{audience_id}"},
  "settings": {
    "title": "Partner Welcome Series",
    "from_name": "[BUSINESS_NAME]",
    "reply_to": "owner@yourdomain.com",
    "subject_line": "Welcome to [BUSINESS_NAME] Partner Program!",
    "workflow": [
      {"trigger": "subscribed", "delay": "0d", "template": "welcome_email_1"},
      {"delay": "3d", "template": "welcome_email_2_how_it_works"},
      {"delay": "7d", "template": "welcome_email_3_case_study"},
      {"delay": "14d", "template": "welcome_email_4_pricing_guide"}
    ]
  }
}

# Post-job review request (triggered by CRM webhook)
POST /automations
{
  "type": "custom",
  "settings": {
    "title": "Post-Job Review Request",
    "workflow": [
      {"trigger": "api", "event": "job_completed", "template": "review_request_email"}
    ]
  }
}

Reports & Engagement

# Campaign report
GET /reports/{campaign_id}
# Returns: opens, clicks, bounces, unsubscribes, revenue (if ecommerce)

# Member activity
GET /lists/{audience_id}/members/{subscriber_hash}/activity
# Returns: campaign opens/clicks per contact

# Audience growth
GET /lists/{audience_id}/growth-history

Agent Integration Patterns

"Import the partner CSV"

# 1. Parse CSV → normalize fields (region, company, phone)
# 2. Batch upsert to Mailchimp (update_existing=true)
# 3. Auto-tag by region: "standard_region", "premium_region", etc.
# 4. Create segments per region
# 5. Report: "Imported 1,847 contacts, 23 duplicates updated"

"Send monthly newsletter"

# 1. Create campaign from template
# 2. Select segment: "All partners, engaged last 60 days"
# 3. Set content (agent drafts, owner approves)
# 4. Send test → owner approves → send
# 5. Log campaign_id to CRM for tracking

"Re-engagement campaign for cold contacts"

# 1. Segment: "No opens/clicks in 90 days, status=subscribed"
# 2. Create "We miss you" campaign with special offer
# 3. Send → track re-engagement → move responders back to active
# 4. Archive non-responders after 30 days

"Sync CRM lead to Mailchimp"

# When new lead enters CRM:
mailchimp.upsert_member(
    email=lead.email,
    merge_fields={
        "FNAME": lead.contact_name.split()[0],
        "COMPANY": lead.company,
        "REGION": detect_region(lead.property_address),
        "LEAD_SOURCE": lead.source,
        "LAST_CONTACT": datetime.now().isoformat()
    },
    tags=["lead", "new"]
)

Common Pitfalls

Subscriber hash — MD5 lowercase of email; cache it to avoid recomputing
Rate limits — 10 req/sec (burst), 1000/minute; batch operations for imports
Merge field names — Must match audience exactly (case-sensitive); create in UI first
Tags vs merge fields — Tags for dynamic segments; merge fields for personalization
GDPR/CAN-SPAM — Always include unsubscribe footer; honor opt-outs immediately
Image hosting — Use Mailchimp Content Studio or external CDN (not local paths)
Test sends — Always send test to the owner before live send

Verification Checklist

API key authenticates, returns account info
Batch import of contacts completes without errors
Segments by region return correct counts
Campaign creation → test send → live send works
Automation triggers on API event
Reports show opens/clicks per contact
Unsubscribe flow works and syncs to CRM

One-Shot Recipes

"Quick audience health check"

health = mailchimp.audience_health(audience_id)
# Returns: {total: N, subscribed: N, unsubscribed: N, cleaned: N, 
#           engaged_30d: N, engaged_90d: N, by_region: {...}}

"Create partner segment for outreach"

segment = mailchimp.create_segment(
    name="Standard Region Partners - Active",
    conditions=[
        {"field": "TAGS", "op": "contains", "value": "partner"},
        {"field": "REGION", "op": "eq", "value": "Standard"},
        {"field": "last_open", "op": "greater", "value": "90d"}
    ]
)