Frequently Asked Questions (FAQs)

Get quick answers to your questions about our services and policies. For more assistance, contact our support team.

Where is the entry point for Mailchimp integration? How do I enable the connection?

The Mailchimp integration entry point is located on the Third-party Integrations page. The connection is disabled by default, and users can enable it themselves.

How many steps are there in the Mailchimp connection process? What is the function of each step?

The Mailchimp connection process has 5 main steps: 1. Log in to a Mailchimp account (you can choose an existing account or create a new one) 2. Select a Mailchimp team 3. Select a Mailchimp audience 4. Configure field mapping (email is a required field) 5. Set tags and consent questions (optional)

What should I pay attention to when matching fields?

1. The email field is a required field 2. Only after the email field is configured successfully will the matching settings for other questions be shown 3. Email fields in multiple blank fill, matrix blank fill, and table blank fill types can also be recognized 4. The address field needs to map all required fields at the same time (City, State, Zipcode)

What options and rules are available for tag settings?

Tag settings are divided into two methods: 1. Add a single tag all your responses: map all responses to the same tag 2. Tag responses in choice questions: match question options with Mailchimp tags Note: The same option cannot be mapped to the same tag more than once

How do I configure the consent question?

1. This can only be set when there are multiple-choice questions in the survey 2. You can map the multiple-choice options to consent / non-consent 3. For non-consent cases, you can choose: - Do not create a contact - Create a contact without an identifier

How do I manage an existing Mailchimp connection?

Users can do the following: 1. Pause the connection: by turning off the toggle button 2. Edit the connection: you can modify the previous settings 3. Delete the connection: requires a second confirmation 4. You can return at any time to modify the previous steps

What special cases should be noted during data synchronization?

1. After a response is modified, the tags will be updated 2. If the address field content is too long, it may affect the upload of other fields 3. The IP address will synchronize the relevant geographic information 4. After a survey question is deleted, the corresponding field needs to be reconfigured

What special requirements are there for interface operations?

1. Long text content should be truncated with an ellipsis 2. Buttons need to have a hover effect 3. Specific buttons (such as Finalize Setup, Save, Revoke) should have a font weight of 600 4. During editing, support direct navigation to a specified step 5. Pages for linked accounts should use a gray background

What are the standards for system prompt messages?

1. When a field has been deleted, users should be clearly prompted to reselect it 2. Prompt messages should be compatible when switching between Chinese and English 3. When address fields are not fully mapped, a required-field prompt is needed 4. Prompt wording should be improved when a field does not exist or has been deleted

What types of email fields are supported by the Mailchimp integration?

1. Single-line text 2. Multiple-line text 3. Matrix text 4. Table text Note: All types of email fields can be correctly identified and processed.
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