How to Manage Your Audience in Mailchimp

When you use Mailchimp for CRM, it’s easy to understand your data and make your marketing budget go further.

Your audience data is one of the most valuable tools you have for improving your marketing and growing your business. With every new purchase from your website, each new subscriber to your email list, and every click your ads receive, you’re gathering data that can tell you who your audience is and what they love about your brand.

But as your business grows, so does the amount of customer data you have to keep track of. And with so much data to sift through across multiple campaigns and channels, it can be difficult to know where to look and what to do with that information.

Most people know their campaigns generate helpful data reports, but many don’t realize Mailchimp also provides tools to organize and interpret that data on a higher level—to show who you’re talking to (and who you should be talking to). In this article, you’ll learn the benefits of organizing all your customer data in Mailchimp, and how to use our audience management tools to build better customer relationships.

What does it mean to use Mailchimp for CRM?

Depending on your industry and how you market and sell to customers, you may be familiar with the term Customer Relationship Management, or CRM. A CRM tool helps businesses aggregate, organize, and analyze customer data to better manage relationships with customers.

For many businesses, managing customer relationships is a matter of collecting and interpreting data to better understand who your customers are and how you can best market to them. And Mailchimp has a number of tools to help with these goals. By bringing all your audience data into Mailchimp, you’ll start to:

  • Get a better sense of who your audience is.
    When you create a central location for customer data, you see a clearer picture of who you’re talking to (it may surprise you).
  • Send the right content to the right people.
    When you use data to target your messages, it makes it easy to send content that matters to customers (which makes it more likely they’ll keep listening).
  • Find new ways to talk to people with common traits.
    Maybe you’ll discover that your customers often buy on Sundays, or that they all live in the Pacific Northwest. Whatever you find, it’s likely to spark some new campaign ideas.
  • Use your data to find new customers.
    Creating ads in Mailchimp means you can use your data to target the people most likely to love your brand, so you can get the most out of your budget.

But for larger enterprises (often those with a business-to-business focus), this process can be very complex and sales-driven. That’s why Mailchimp integrates with specialized CRM solutions for businesses that need them.

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Get to know Mailchimp’s audience management tools

How you need to access your audience data will vary depending on your business’ needs and specific campaign goals. For example, one month you might want to know what city your customers live in so you can plan a local event. The next month, it might be more important to know who among your contacts is a social media influencer. Or you might even want to know who your social media influencers are within a specific city.

That’s why Mailchimp offers several tools that work in slightly different ways to help you get the information you need when you need it.

Your Mailchimp list: A central location for all your audience data

Whether you’re starting from scratch or bringing an existing audience into Mailchimp, your list is where you’ll store all your contact data. It’s much more than a list of subscribed contacts you can email: It’s a place to store everything you know about everyone you know, so you’re always sure where to look for your audience data. Here are a few things to know about lists:

  • Most people should only have one list.
    This is the most important thing to know about lists: Consolidating data into one list makes it easy to get a holistic view of your audience and recognize patterns in your data that can help your marketing.
  • But there is one exception to this rule.
    The one notable exception is if you need to talk to distinctly different audiences from the same Mailchimp account (think vendors vs. buyers, or if you have two separate online stores) with almost no crossover in contacts or the type of content you’d want to send to each list. But keep in mind that lists are independent of one another, and contacts that appear on multiple lists will count multiple times in your overall subscriber count.
  • Your whole team can benefit from a one-list approach.
    When you know more about your audience, you can share those insights with your team to keep everyone aligned. Mailchimp makes it easy with unlimited sign-ins for multi-user accounts, where you can designate Managers, Authors, and Viewers based on the level of access you want each person on your team to have.

Bringing all your customer data into one place is a great first step towards better audience management, and you’ll always be able to filter this list into smaller sections to target specific people as needed—we’ll teach you how to do that, too.

Learn more about how to create your list.

Segments: Your key to targeting success

Even though it’s helpful to have your entire audience in one place, you’ll rarely want to message everyone at once. Marketing messages are much more successful when they’re addressed to specific subsets of an audience. That’s where segmentation comes in handy.

A segment is a filter that you can apply in your list to find a subset of people you want to talk to, based on your data. Here are a few things to know about segments:

  • You can segment based on information you didn’t even know you had.
    Segments draw on both demographic and behavioral data. You can segment your audience based on things like how many of your recent emails they opened, how often they buy from your store, predicted demographics like age and gender, and much more.
  • Segments can be simple or complex.
    You can keep your segments simple, or you can layer up to 5 criteria to get even more targeted. You might want to address everyone who lives in Atlanta, has opened a campaign in the last 30 days, has a specific tag you applied, has purchased something from your store, and is of a certain age. Segmenting makes it possible to find those people.
  • But they’re always dynamic.
    Segments update automatically with the latest data, so you always know you’re talking to the people you intended. You can save segmentation queries (like contacts who ‘purchased in the last 30 days’ and ‘subscribed in the last 60 days’) so you can send to them again in just a click.
  • Some common segmentation criteria is already built into Mailchimp.
    We’ll help you get started with pre-built segments you can use right away, based on data already available in your account.

All Mailchimp users have access to the tools they need to start sending more personalized messages—and if you need something even more targeted, Mailchimp Pro users have access to Advanced Segmentation.

See some helpful segmentation criteria to get started with.

Tags: the most flexible way to add your own audience insights

Of course, there will always be things you know about your contacts that we can’t know: like who you met in real life at an event, or the fact that a customer has a dog they love to shop for. This is where tags come in. Here’s what you need to know:

  • Tags are insights about your audience that you add to Mailchimp.
    Tags are customizable labels you create for your contacts based on information outside of what Mailchimp collects. Tags are for internal list organization, so you can keep track of things that help you market—like who volunteers to help out at your events, or who tends to share news on social.
  • They’re totally flexible.
    You can use tags however you need to: Add multiple tags to a contact to keep track of every detail you know about them, or add a tag to a whole list of contacts on import as an easy way to remember where you met them. You can create, add, and remove tags from contacts whenever you want.
  • You can use tags to send targeted messages.
    You can even create an automation that triggers when you add a specific tag to a contact.

Learn more best practices to start organizing your contacts with tags.

Groups: Let your contacts tell you more about their interests

In some cases, you’ll want your customers themselves to tell you what type of content they want to receive. Enter, groups. Here’s what you need to know:

  • Groups are created through a form field that people fill out to join your list.
    Just make sure you’re asking the right questions in your form, and that information can be used to categorize your contacts in Mailchimp.
  • They let your customers tell you what they want to receive.
    Let’s say you run an online grocery store, and someone selected a ‘vegetarian’ box in your form. You could use that information to send them emails about your locally sourced produce and vegetarian recipes.

See how you can start using groups to learn more about people’s preferences.

Get started: Create an organized, engaged audience that will grow with you

We’ve laid out a few steps to help you start organizing your audience, whether you’re starting a brand new list or you have thousands of contacts already.

  • Step 1: Get all your audience data into your Mailchimp list.
    Then you can benefit from the insights we provide for you, like patterns in your data and pre-built segments.
  • Step 2: Organize that data in a way that works for you.
    Use segments, tags, and groups to create an organizational structure that’s helpful for your business.
  • Step 3: Start turning data into action.
    Use what you know to send people the content they want with just a few clicks—or set up automations to do the work for you.