To Import Mailchimp data to Google Sheets, download the Mailchimp to Sheets add-on, connect your Google account, connect your Mailchimp accounts, choose metrics, dimensions (or breakdowns), and date ranges, and schedule hourly, daily, or weekly data refreshes to monitor your email marketing performance.
By the end of the tutorial, you’ll know:
- 2 free and paid ways to connect Mailchimp to Google Sheets
- Schedule automatic data refreshes
- Free Mailchimp report templates for Sheets
- Customize your Mailchimp reports on Google Sheets
- Available Mailchimp metrics and dimensions
Free and paid ways to import Mailchimp to Google Sheets
Mailchimp add-on for Google Sheets
To import Mailchimp data to Google Sheets automatically, follow these steps:
Step 1: Install the Mailchimp to Google Sheets add-on and open a new sheet.
Step 2: Go to Extensions – Porter Metrics – Launch.
Step 3: Choose the Mailchimp integration and connect your Google account. Porter will bring all the website views associated to it.
Optionally, connect multiple Google accounts to retrieve other website views’ data yours doesn’t have access to.
Step 4: name your query so you can save it for later and schedule automatic data refreshes.
For this example, we’ll call the query “Campaign performance”.
Step 5: Choose the Google account and the Mailchimp account(s) you’ll import to your report.
The Porter Metrics add-on lets you pull and combine data from multiple Mailchimp accounts in a single query, quite useful for agency client monitoring or companies that manage multiple brands in different website views.
Step 6: For the settings, choose a Google Analytics property, account, and view.
Step 7: set a dynamic or fixed date range for your report.
Dynamic date ranges refer to “Yesterday”, “Last month”, “This week” that will vary based on the current date; fixed date ranges are about defining a specific start and end date.
Step 8: Choose metrics and dimensions.
Metrics refer to the numbers. Dimensions are the way we can break down our data (by).
As metrics, select Total contacts, Total Deals.
As a dimension, break down by dates, sources or owners.
Access all the Mailchimp metrics and dimensions available and suggested Mailchimp KPIs.
Click on Create report and wait some seconds to load your data on the selected cell.
Downloading CSV files from the Mailchimp manager
To import your Mailchimp data to Google Sheets (free forever), download your Mailchimp data as a CSV file from the Ads Manager and upload the CSV on Google Sheets.
However, this process is manual and you’ll need to repeat it every time you need a new query.
Schedule automatic data refreshes
Scheduling data refreshes on Google Sheets let you have your data automatically updated so you can monitor your Mailchimp data hourly, daily, weekly, and monthly.
Go to your saved queries and go to options – Schedule.
Enable or disable your schedule to turn on and off the automation.
Set a refresh frequency (e.g. Daily).
Set a start date (e.g. Now or Tomorrow at the same time).
Choose an option to refresh your data.
- Replace previous import: new data overwrites old data.
- Append to import: new data will display in rows underneath the current data, useful to log and store historical data.
- Create a new sheet for every refresh: create a new Google Spreadsheet for every single query refreshed.
Free Mailchimp report templates for Sheets
Some Mailchimp templates for Google Sheets include:
- Mailchimp marketing report template (Soon)
- Mailchimp sales performance report template (Soon)
Google Sheets templates help you speed up your marketing reports setup.
To download a Google Sheet template, go to File – Marke a copy, and name the new copy.
To use them, notice first that the templates have two types of sheets: backend and frontend sheets.
Backend sheets contain the raw data that you can import and automatically refresh
with the Mailchimp to Sheets add-on. It’s like the database.
To sync your data correctly and keep consistency, make sure to create the query from the first cell (A1) that matches the metrics and dimensions suggested in the template.
Frontend sheets contain the user interface with the dashboards, charts, and text, meant to be accessed by your team or clients.
Just like in software, frontend sheets are fed by the backend sheets.
If you update your frontend sheets, make sure to keep the cells with the formulas calling up the backend sheets data to avoid breaking your report.
Customize your Mailchimp reports on Google Sheets
We’ll share some tips to make your Mailchimp data more useful for marketing data analysis.
Set alerts and notifications
Send notifications to your team via email or Slack when data updates for daily, weekly summaries.
With the refresh scheduling feature, you can automatically update your Google Sheets with your latest Mailchimp data.
Then, use Zapier or Make and trigger a new automation every time a Google Sheets row is updated or created, and send its data to Slack or via email.
Suggested tutorials:
- Automatically send a Slack message for new Google Sheets activity.
- How to send an email when updates are made to Google Sheets rows.
Visualize Google Sheets data on other tools
Once your data is on Google Sheets, you can quickly connect it to other tools for further analysis and better reporting and presentations:
Data Visualization and Business Intelligence:
- Connect Google Sheets to Google Looker Studio
- Connect Google Sheets to Microsoft Power BI
- Connect Mailchimp to Looker Studio
Best for client and team dashboards and reports or performance monitoring.
Data presentations and slides:
Best for weekly/monthly team or client presentations.
Data warehouses (for dev teams):
Best for engineering teams to centralize companies’ data.
Track Mailchimp goals
Add context to your data by comparing it against goals or using conditional formats.
Suggested tutorials:
- How-To: Conditional Formatting Based on Another Cell in Google Sheets
- How to use conditional formatting in Google Sheets
Goals will help you add context to your data so your team and clients are aligned and they can tell if your marketing performance is good.
- Mailchimp metrics and dimensions
As reference, see the Mailchimp fields list and suggestions for choosing Mailchimp KPIs.
The Mailchimp connector for Google Looker Studio offers all the +600 metrics and dimensions on the Mailchimp, including:
Fields
Time
Time fields let break down the data daily, weekly, monthly, etc., for different types of analysis. The fields, generic across any integrations, include:
- Date
- Week of year
- Day of week
- Hour of the day
- Month and Year
- Lists
Also referred to as audiences, they are the way to group emails for better segmentation and management.
Lists refer to the email lists that users can create on their Mailchimp account to manage their contacts and the emails they will be sent.
For instance, Porter has an email list for Shopify users and another for Facebook Ads users.
As such, we allow Porter users to create tables or bar charts from displaying Mailchimp lists, including these fields:
- List ID
- List name
- List signup form link. This refers to the form that people submit to join the list. Mailchimp brings a short and extended version of this URL
- List rating: Mailchimp gives 1-5 stars based on the quality it calculates for the list. Quality refers to the quality of emails this list has.
- Notification email for subscribes
- Notification email for unsubscribes
- Permission reminder
- List creation date
- List last subscriber date
- List last unsubscribed date
- List abuse reports: refers to the number of list members reporting spam
- List abuse report details
- Lists insights
Mailchimp allows users to report daily aggregated data for these metrics:
- List signups
- List unsubscribes
- List emails sent
- List opens
- List clicks
- List open rate: opens/emails sent
- List Click-Through rate (CTR): clicks/opens
- List-unsubscribe rate: unsubscribes/total subscribers
- List growth: shows daily how many list members a list has
- List opt-ins
- List imports
- List removes
- List subscribed members
- List unsubscribed members
- List reconfirmed members
- List cleaned members
- List pending members
- List deleted members
- List members with transactional emails
- List all-time totals
- List total campaigns
- List total members
- List total members since the last send
- List cleaned members
- List unsubscribed members
- List all-time open rate
- List all-time click rate
- List average subscriptions per month
- List average unsubscriptions per month
- List target growth rate
- List members
List members refer to the emails (people) that belong to a specific list. Metrics that can be tracked are:
- Member email
- Member ID
- Member status (subscribed, unsubscribed, or bounced member).
- Member name
- Member first name
- Member last name
- Member custom fields (add other dimensions that Mailchimp users may want to add to their members)
- Member timezone
- Member country
- Member signup date
- Member opt-in date
- Member unsubscribe date
- Member unsubscribe reason
- Member last change date
- Member open rate (opens/sends)
- Member emails sent
- Member emails opened
- Member clicks
- Member average click-through rate
- Campaigns
Campaigns refer to the emails we send to our audiences in bulk. An example of a campaign can be weekly newsletters or product updates.
Campaign details
- Campaign ID
- Campaign name
- Campaign type
- Campaign folder ID
- Campaign folder name
- Campaign status
- Campaign creation date
- Campaign last sent date
- Campaign last open date
- Campaign last click date
- Delivery status enabled
- Delivery status name
- Email content
- Content type
- Subject line
- From name
- Reply to
- Use of auto footer (Boolean)
- Use of conversation (Boolean)
- Campaign hour of the day (timewarp)
- Campaign insights
- Campaign emails sent
- Campaign emails delivered
- Campaign emails canceled
- Campaign delivery rate (Bounces / Emails sent)
- Campaign unique opens
- Campaign opens
- Campaign open rate
- Bounces
- Campaign bounces
- Campaign bounce rate
- Campaign hard bounces
- Campaign soft bounces
- Campaign hard bounce rate
- Campaign soft bounce rate
- Campaign syntax error bounces
- Campaign forwards
- Campaign forwards
- Campaign forward opens
- Abuse reports
- Campaign abuse reports
- Campaign abuse rate
- Clicks
- Campaign unique clicks
- Campaign total clicks
- Campaign unique subscriber clicks
- Campaign click rate (clicks/deliveries)
- E-commerce
- E-commerce total orders
- E-commerce average orders revenue
- E-commerce total revenue
- Automation
A workflow or set of emails delivered after a trigger is called automation. If someone joins a list, we can set a workflow to send an email immediately and another two days later.
Unlike campaigns, automation is proactive, triggered by certain behaviors, while lists are distributed in bulk.
Automation details
- Automation email ID
- Automation ID
- Automation name
- Automation type
- Automation creation date
- Automation start date
- Automation status
- Send immediately enabled
- Trigger on import
- Runtime
- Automation all-time insights
- Automation open rate
- Automation click rate
- Automation opens
- Automation clicks
- Automation deliveries
- Industry benchmarks
Report readers can compare their email performance to an average using Mailchimp’s industry benchmarks, so they have a context or anchor to compare their data. The fields include:
- Industry type
- Industry open rate
- Industry click rate
- Industry bounce rate
- Industry unopen rate
- Industry unsubscribe rate
- Industry abuse rate
- A/B testing
- A/B test type
- A/B test size
- A/B test winner criteria
- A/B test wait time
- A/B test winner campaign ID
- A/B test winner campaign name
- A/B test send date
- Last open date (variant A)
- Last open date (Variant B)
- Unique opens (Variant A)
- Unique opens (Variant B)
- Opens (Variant A)
- Opens (Variant B)
- Opens (Variant A)
- Opens (Variant B)
- Forwards (Variant A)
- Forwards (Variant B)
- Forwards opens (Variant A)
- Forwards opens (Variant B)
- Abuse reports (Variant A)
- Abuse reports (Variant B)
- Unsubscribes (Variant A)
- Unsubscribes (Variant B)
- Clicks (Variant A)
- Clicks (Variant B)
