Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.brightpathaisolutions.com/llms.txt

Use this file to discover all available pages before exploring further.

The Mailchimp connector gives DeskMate access to:
  • Audiences (lists) — read
  • Members — read, upsert, tag, archive
  • Tags — read, assign
  • Campaigns — read
Setup is one-click OAuth — no Mailchimp developer setup required.

​
Prerequisites

  • A Mailchimp account with Owner or Admin role on the workspace
  • At least one audience already created in Mailchimp (DeskMate will read the list of audiences during setup)

​
Connect

  1. In DeskMate, open Workspace → Connectors
  2. Click Connect on the Mailchimp tile
  3. Sign in to Mailchimp
  4. Click Allow on the consent screen
  5. You’re redirected back to DeskMate — the tile turns green
Mailchimp assigns each account to a data center (e.g. us1, us21, au1). DeskMate captures this automatically during OAuth — you don’t need to enter it.

​
Verify it’s working

Try this in DeskMate chat: 
how many subscribers does our main audience have?
You should see a count within a few seconds.

​
Scopes requested

DeskMate uses Mailchimp’s OAuth scope by default — this grants access to all audiences, members, and campaigns. Mailchimp doesn’t offer finer-grained scopes via OAuth.

​
What you can do

  • Add subscribers from a CRM action: “When a new deal is marked Won in Attio, add the primary contact to the Customers audience and tag them with the deal value tier.”
  • Tag and segment: “Tag everyone who opened the last campaign as engaged-last-30d.”
  • Audience hygiene: “Find subscribers with no opens in 6 months and archive them, after approval.”

​
The approval rail

Bulk operations against Mailchimp — sending campaigns, archiving large lists, tagging thousands of members — go through DeskMate’s approval rail. Each batch is summarised in an Adaptive Card with proposed actions, and only applied after a human approves. Single-member upserts (typical CRM → Mailchimp sync) run without approval by default. You can change this in Workspace → Skills → Settings.

​
Troubleshooting

​
”audience_not_found” with a valid audience ID

Mailchimp audiences are identified by a short ID per data center. If you copied an audience ID from a different Mailchimp account, it won’t resolve. Use the audience picker in DeskMate’s skill builder, or paste the audience name and let DeskMate resolve it.

​
Members don’t appear after upsert

Mailchimp can take up to 60 seconds for newly added members to appear in the UI even after the API returns success. Refresh the Mailchimp audience page after a minute.

​
”user already exists” on member add

DeskMate uses upsert semantics by default — if the email already exists, it updates rather than creating. If you’re seeing this error, your skill is calling add instead of upsert. Email support and we’ll patch the skill.

​
Disconnecting

In Workspace → Connectors, click Disconnect. To revoke at the Mailchimp side, go to Account → Extras → API keys & integrations and remove DeskMate.