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Mailchimp + Asana

Streamline work by tracking Mailchimp email campaign details and metrics in Asana tasks, and automating email campaign report updates to collaborators in Asana.

Install Mailchimp for Asana
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Install Mailchimp for Asana

What is Mailchimp?

Mailchimp is an email marketing tool that helps you with personalization, automation, and customer conversion.

Why Mailchimp + Asana?

The Mailchimp + Asana integration allows teams to track important email campaign details and reporting metrics from Mailchimp in Asana tasks.

For example, teams planning email campaigns in Asana can also add a Mailchimp email campaign widget to a tracking task to view campaign performance.

ui-mailchimp

Asana Rules:

Use Asana Rules to trigger the addition of email campaign metrics as a comment on a linked task to notify task collaborators about the campaign's status.

For example, when a task in Asana moves to a certain section like “Ongoing campaigns”, a rule can be triggered to add the report of the email campaign to the task with the linked campaign as a comment.

How to connect Mailchimp + Asana

Here’s how to attach an existing Mailchimp campaign as a widget to an Asana task:

  1. Log into Asana, and find the project where you want to enable the Mailchimp widget
  2. Click on Customize in the upper right-hand corner
  3. Scroll down to the Apps section, then select +Add app
  4. Select Mailchimp
  5. Click Add to project and follow the steps to connect Mailchimp to Asana
  6. Link a Mailchimp email campaign to a task by clicking the Add Mailchimp email campaign button under the Mailchimp field at the top of the task details pane
  7. Insert the URL for your relevant Mailchimp email campaign
  8. Attached Mailchimp details will appear as a widget in the task pane, including status, open rate, click rate, and date delivered

Note: This integration is already built into Asana, but you need to sign up for a Mailchimp account to get started.

Here’s how to set up the Asana Rules integration with Mailchimp:

  1. Navigate to the specific Asana project where you’d like to add a rules integration
  2. Click Customize in the top-right corner, navigate to Rules, and select + Add rule
  3. Select Mailchimp from the left column
  4. You can select a preset rule or click Create custom rule
  5. If creating a custom rule, add a name, and choose a trigger and action to get started
  6. Authenticate by clicking Connect to Mailchimp and following the steps
  7. Click Create rule

Learn more and get support

To learn more about using the Mailchimp + Asana integration, visit the Asana Guide

If you have questions, feedback, or need support, contact the Asana Support team

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