Mailchimp

JewelTrak syncs your customer list to Mailchimp so you can send newsletters, birthday and anniversary campaigns, holiday promotions, and any other email blast — without ever exporting a CSV or copying contacts around. New customers and customer-record edits push automatically in the background.

Who pays for what

• You sign up at mailchimp.com with your own Mailchimp account. Free up to 500 contacts; paid tiers start around $13/mo at higher volumes.
• You design templates, segment your audience, and schedule campaigns inside Mailchimp’s editor (it’s the easiest one out there — drag-and-drop, no HTML).
• JewelTrak pushes your customer data — name, email, phone, birthday, anniversary — to your Mailchimp audience automatically. No extra cost.

You can disconnect at any time without losing your Mailchimp audience or subscriber list.

Connecting

1. Get your Mailchimp API key. In Mailchimp, click your avatar (top-right) → Account & billing → Extras → API keys → Create A Key. Copy the key — it looks like abc123def456…-us20.
2. In JewelTrak, go to Settings → Integrations → Mailchimp.
3. Paste the API key and click Connect Mailchimp. JewelTrak validates the key and fetches your audiences.
4. Pick the audience you want your customers synced into. Most accounts have one “Main List” — that’s the right pick. If you have multiple audiences, choose the one for your retail customers.
5. Click Save Audience. JewelTrak adds two custom merge fields to that audience automatically: BIRTHDAY and ANNIVERSARY.

First-time sync (backfill)

After connecting, click Sync All Now to push every existing customer (with an email address) to your Mailchimp audience. You’ll see a summary — “Pushed 247 of 250 customers (3 skipped — no email address)”. You only need to run this once after connecting.

From then on, any customer you create or edit in JewelTrak syncs to Mailchimp automatically — no buttons to press.

What gets synced

For every customer with an email address:

JewelTrak field	Mailchimp merge field
Email Address	email_address (primary key)
First Name	FNAME
Last Name	LNAME
Phone Number	PHONE
Birthday	BIRTHDAY (MM/DD format)
Anniversary	ANNIVERSARY (MM/DD/YYYY format)

Customers without an email address are skipped (Mailchimp requires an email to add a member). Vendors and partners aren’t synced — only customers (IsCustomer = 1).

Designing campaigns

JewelTrak doesn’t design email templates — that all happens inside Mailchimp, using their drag-and-drop editor and template gallery. Common campaigns for jewelers:

• Monthly newsletter — new arrivals, store events, repair tips. Send to your whole audience.
• Birthday campaign — automated email that fires on a member’s birthday with a discount code. Use Mailchimp’s automation builder + the BIRTHDAY merge field.
• Anniversary campaign — same idea using the ANNIVERSARY field. Great for proposing the “next piece” idea (push presents, eternity bands, gift suggestions).
• Sale announcements — segment by purchase recency or location.

Mailchimp has hundreds of free templates in their gallery — you don’t need to start from scratch.

Unsubscribes

When a customer clicks “Unsubscribe” in one of your Mailchimp emails, Mailchimp records that on their side and won’t send them further campaigns. Your JewelTrak customer record stays as-is (we don’t currently mirror unsubscribe status back).

If a JewelTrak customer was previously unsubscribed in Mailchimp, future syncs from JewelTrak will NOT re-subscribe them — Mailchimp’s anti-spam protections prevent that, and our sync respects them. The customer’s merge fields will still update (so their next birthday campaign is accurate if they later re-subscribe).

Disconnecting

Click Disconnect on the Mailchimp card. This removes the API key from JewelTrak. Your Mailchimp audience and all its subscribers stay intact — JewelTrak just stops pushing to it.

Troubleshooting

• “Mailchimp rejected this API key” — Double-check you copied the full key including the -us20 (or your region) suffix. Generate a fresh one in Mailchimp if needed.
• “No audiences found” — Create an audience in Mailchimp first (Audience → Create Audience), then come back to JewelTrak and reconnect.
• A customer doesn’t show in Mailchimp after editing — Sync is fire-and-forget, so failures show in the audit log, not as a popup. Most likely the customer has no email address. Run Sync All Now as a recovery if you suspect drift.