Add new Grassrootz fundraisers to a Mailchimp audience for follow-up

When someone creates a fundraiser on Grassrootz, this workflow adds them as a member of your Mailchimp audience, ready for the follow-up emails you send to fundraisers.

Grassrootz

Mailchimp

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2 steps Setup ~5 min Used on 568 sites Free to import

What this workflow does

People who start a fundraiser for your cause are among your most engaged supporters. To keep in touch with them by email, you need them in your mailing list, and exporting fundraisers from Grassrootz to Mailchimp by hand is easy to forget. This workflow adds each one as the fundraiser is created.

The Grassrootz trigger fires when a new fundraiser is created on your campaign. FlowMattic receives the fundraiser data and makes it available for mapping. The second step uses the Add New Member action in Mailchimp to add the person to the audience you choose, using the email and name values you map.

The workflow only builds the list. The emails themselves come from whatever you set up in Mailchimp, such as a welcome journey or a campaign to that audience. Run a test after import to see which fundraiser details Grassrootz sends, and check Task History if a member does not appear in Mailchimp.

Fun run peer-to-peer campaign

Each runner who sets up a fundraising page joins a Mailchimp audience, so you can email training advice and fundraising reminders before race day.

Charity appeal with community fundraisers

Supporters who start a fundraiser for your appeal are added to Mailchimp, where you send them updates on what the appeal has funded.

School or club fundraising drive

Parents and members who create fundraisers end up in one audience you can thank and update as the drive goes on.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

Step 1Trigger
Grassrootz Fundraiser Created
Runs when a new fundraiser is created on Grassrootz. The fundraiser data, including the details of the person who created it, is passed on for mapping.
Step 2Action
Mailchimp Add New Member
Adds the fundraiser to the Mailchimp audience you pick with the Add New Member action. Map the fundraiser's email address, plus name fields if you want them, and connect your Mailchimp account.

What you need

FlowMatticCore
Grassrootz AccountAccount
Mailchimp AccountAccount

After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.

Make it yours

Changes worth making after you import it.

Create a test fundraiser after import so FlowMattic captures real Grassrootz data, then map the email and name fields in the Mailchimp step.
Use a separate Mailchimp audience, or one you reserve for fundraisers, so these supporters get emails written for them rather than your general newsletter.
If you run several campaigns on Grassrootz and only want one in Mailchimp, add a Filter after the trigger that checks the campaign value from the fundraiser data.

Questions about this workflow

What happens if the fundraiser is already in my Mailchimp audience?

Add New Member updates a fundraiser who is already a member instead of adding them twice. The Grassrootz details you map overwrite the ones in their Mailchimp record.

Does this send an email to the new Grassrootz fundraiser?

Not by itself. It only adds the person to Mailchimp. Set up a welcome email or campaign in Mailchimp for that audience if you want them to receive something.

Are donors added to Mailchimp too?

No. The trigger is Fundraiser Created, so only people who create a fundraiser are added. Donations to their page do not run this workflow.

Do fundraisers created before import get added?

No. Only fundraisers created after the workflow is turned on reach your Mailchimp audience.