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Overview

Connect Mailchimp to sync partner and customer data, enabling automated email marketing for your partner program.

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Features

  • Contact syncing - Sync partners/customers to Mailchimp lists
  • Automatic tagging - Tag contacts based on status and performance
  • Event triggers - Trigger automations on partner events
  • Segmentation - Create segments based on Partnero data

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Setup

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Step 1: Get API Key

  1. Log in to Mailchimp
  2. Go to Account → Extras → API keys
  3. Create new API key
  4. Copy the key

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Step 2: Connect in Partnero

  1. Go to Program Settings → Integrations
  2. Select Mailchimp
  3. Enter your API key
  4. Select your data center (from API key suffix, e.g., us19)
  5. Click Connect

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Step 3: Configure Sync

Choose what to sync:
OptionDescription
Sync PartnersAdd partners to Mailchimp audience
Sync CustomersAdd referred customers
Sync on EventsUpdate on status changes

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Synced Data

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Partner Data

When partners are synced: 
{
  "email": "[email protected]",
  "merge_fields": {
    "FNAME": "John",
    "LNAME": "Doe",
    "PARTNER_ID": "partner_123",
    "STATUS": "active",
    "TOTAL_SALES": 15,
    "TOTAL_EARNED": 450.00
  },
  "tags": ["partner", "active", "gold-tier"]
}

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Customer Data

When customers are synced: 
{
  "email": "[email protected]",
  "merge_fields": {
    "FNAME": "Jane",
    "LNAME": "Smith",
    "REFERRED_BY": "partner_123",
    "SIGNUP_DATE": "2024-01-15"
  },
  "tags": ["referred-customer"]
}

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Automation Triggers

Use Mailchimp automations with Partnero events:

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Partner Welcome Series

Trigger when partner joins:
  1. Create automation in Mailchimp
  2. Set trigger: “Tag added” → “new-partner”
  3. Build welcome email series

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Performance Milestones

Notify partners on achievements:
  • First sale
  • 10 sales milestone
  • Tier upgrade

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Payout Notifications

Email when payouts are processed (or use Partnero’s built-in emails).

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Segmentation

Create segments in Mailchimp based on Partnero data:

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By Partner Status

PARTNER_STATUS equals "active"

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By Performance

TOTAL_SALES greater than 10

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By Tier

Tag is "gold-tier"

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Merge Fields

Set up custom merge fields in Mailchimp:
Merge TagDescription
PARTNER_IDPartnero partner key
STATUSPartner status
TOTAL_SALESNumber of sales
TOTAL_EARNEDTotal commissions
TIERPartner tier

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Creating Merge Fields

  1. Go to Audience → Settings → Audience fields
  2. Add new field for each data point
  3. Match field names in Partnero settings

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Tags

Partnero automatically manages tags:

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Automatic Tags

TagApplied When
partnerContact is a partner
customerContact is a customer
activePartner is active
pendingPartner pending approval
referredCustomer was referred

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Custom Tags

Add custom tags based on:
  • Partner tier
  • Performance level
  • Program type

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Two-Way Sync

Currently, Partnero → Mailchimp is primary sync direction. To update Partnero from Mailchimp, use webhooks:
  1. Set up Mailchimp webhook
  2. Point to Partnero webhook catcher
  3. Handle updates in your code

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Testing

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Test Sync

  1. Create test partner in Partnero
  2. Check Mailchimp audience for new contact
  3. Verify merge fields and tags

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Test Automation

  1. Set up test automation in Mailchimp
  2. Create partner with trigger tag
  3. Verify automation runs

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Troubleshooting

  • Verify API key is correct
  • Check audience is selected
  • Ensure sync is enabled
  • Create merge fields in Mailchimp first
  • Map fields correctly in settings
  • Check field types match
  • Verify tag settings in Partnero
  • Check Mailchimp tag limits
  • Ensure tags exist or auto-create is enabled

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Next Steps

MailerLite

Alternative: MailerLite integration

Partners API

Manage partners via API