Importing Altru Email Lists to Mailchimp

The Active Member Email list needs to be updated in MailChimp at least once per month, so new members can be added to our lists and expired members can be removed. More frequent updates may need to occur if high priority emails (such as Director’s Circle invitations or emails during a temporary museum closure) are scheduled.

Export from Altru

1. In Altru’s Information Library, go to the folder Member Email Lists (under Membership Queries)
2. Open and run the query Active Members Emails
   1. You don’t have to edit this query because it is set to pull all constituent whose membership status is equal to Active
3. Export the query to Excel
4. Open the Excel file
5. Delete the QUERYRECID column
6. Change header titles to Last Name, First Name, and Email Address
7. Sort by Email Address
8. Delete any constituents with no email address
9. Save as a CSV file, titled Active Mbrs MMYY (example: Active Mbrs 0620)

Import to Mailchimp

1. Open MailChimp and go to the Audience page
2. Set the Current Audience to Blanton E-Newsletter
3. Under Manage Audience, click Import Contacts
4. Set import to pull from CSV or tab-delimited text file and hit Continue to Setup
5. Drag and drop your CSV file into the box
6. Click Continue to Match
7. Check that the import fields are correct and edit if necessary
8. Hit Continue to Organize
9. Add or select an existing tag that matches current month and year (example: Active Mbrs 0620)
10. Select Update Existing Contacts
11. Click Continue to Review
12. Click Import
13. Done!