Hi. I'm Gary from organicweb.com.au and I'm a Mailchimp pro partner. I'm
going to go through today how we can combine audiences in Mailchimp
where we want the groups and the tags to be the same I'll take you across to Mailchimp
you'll see I'm in Mailchimp at the moment and, and here I have four audiences but for example
say I want to combine the old audience into the master and you of course might have multiple
audiences that you want to do with this with and this is very common now I have a very popular
video on YouTube that shows the Mailchimp combine which when we click the down arrow we could go
combine oops I'm in the way there let me just move myself out the way just very briefly
and you'll be able to see that we can click the down arrow and combine audiences the advantage
with that is it's very quick and simple using the combined audiences and Mailchimp
you can do the disadvantages you can only do one audience at a time
but the biggest disadvantage with that is tags and groups don't come across and particularly if you
have large audiences several hundred thousand or tens of thousands or millions of contacts
you might want to condense your audiences but you don't want to lose those groups and so on
please be aware that the method I'm showing you today needs to be done in a specific order
which I will illustrate but also your reporting will not come across so you will lose the
reporting from your old or the old audience let's call it won't come across so I'm going to
show how we again just to be clear how we can combine the old audience with the master audience
what I'm going to do and I'm sorry this is a big bit of backwards and forwards in in my screen I'm
going to go through various steps nine different steps now just before we get going please
subscribe to my YouTube channel would really help please also like this video leave a comment
I'd very much appreciate it so we're going to go through these nine steps I won't go through
them right now the first one though is back up an existing audience so let's go back to Mailchimp
and you'll notice that this is the old one so let's just go into this audience very quickly
and to back up what I mean by that is just export your audience just so you have a copy
we will work with it but also just so you have have a reference point so click
export audience and download it to your computer and, and store it
safely let's go across again and see what the next step is select or create the master audience
just going back and I'm going to view all our audiences so what I'm going to be doing is
merging the old and any other ones I wanted to but only the old in this case with the master audience
if you don't have a master audience so I could be combining it into organicweb.com.edu or any other
audience but I i happen to have created a new master audience that I will combine my audience
into going back create groups this is a critical step so please do this at this stage
if I go back to my old audience I'm going to go into my old audience
and if you use groups what we will see is under managed contacts and groups
I've got group called interests and if I view my groups
I've got Australia and U.S.A. underneath I need to create these groups exactly as they are in
the new in the master audience so let's go to the master audience we're going to create the
group called interest with Australia and U.S.A. underneath so let me change to my master audience
and we'll wait for this to load and then we'll create those two so I'll click create group so
we need to create it exactly the same so it was check boxes we called it interests
and we called these was it Australia and you is hey
okay I'll just delete that click save okay so we would do that for all our groups we don't need to
import or anything like that but just replicate or create those groups really, really important
in the new audience going back to instructions okay export contacts from the old audience now
I showed you how to do that in the, the backup in the first step back up existing
audiences so just, just create or download once again then we edit the exported file
so when we export from Mailchimp we will get various don't worry about this green one up
the top but we'll get various files named by the email marketing status so subscribe
the csv file called subscribed sorry yes subscribed sorry we'll include all people
that are subscribed that we can send email marketing too unsubscribed relates to unsubscribed
people if I’d had cleaned I would also have a cleaned one and maybe a non-subscribed one
when we're important sorry when we're reporting and this is so, so, so important we must do the
cleaned the non-subscribed and the unsubscribed before we import the subscribe people but I'm
jumping ahead but anyway what our instruction said here was edit the exported csv files so
I've got here open in Google, Google sheets but it could be Microsoft Excel or any other
csv editor you can see I've got various fields and what I mean by edit these fields is remove
the information that you don't necessarily want to import into your new into the master audience
what other things I'll note here is you'll notice that my groups here would be here or are here in
other words I had a group called interests and you can see my various values underneath that
and any other groups i'd see in a copper comma separated column for my purposes I'm going to
delete a lot of this stuff that just I don't want to keep and it's up to you what information you do
keep but I'm going to delete latitude let's get rid of all this stuff because I'm just not that
interested in that region um okay I must however keep the tags on the end that that's important so
let me just delete all these columns so I'll just go delete columns okay so just to reiterate these
then are the columns I'm going to import and it's up to you which you delete
remember I've still got my groups here and my tags column
you might have multiple groups columns interests favorite flavor ice cream whatever
going back to instructions decide on your import order this is where I was saying just make sure
make absolutely certain that you first import your unsubscribed cleaned and non-subscribed
and you would import your unsubscribed with the status of unsubscribed which I will show you
your clean is cleaned and last of all you would import your subscribe to people
this is just a demo so I'm going to just go straight in and import the subscribe people
okay so decide a new import audio we've already done that then we import our contacts
so what I'll do here is I'll just copy all my information including my tags and my,
my interest my groups I'll go back to Mailchimp and what we
want to do now and let me just view all my audiences just to be sure where we are
so I exported that I've worked on the file I'm now going to import the subscribe people into
the into the master audience so I'm just going to click on the master audience name
to import people into this audience and you may already have people in here and that's,
that's absolutely fine I'll just go add contacts
import contacts and we're just going to follow the instructions so do we want to
upload I will just copy and paste for now I'll click continue I'll just paste in my data and
it might look a bit strange it doesn't look too bad here but that's absolutely fine and
also the the order of your columns can be anything that's fine we'll click continue
wait for the next screen to load up so I'm importing into my master audience yes that's
correct I'm importing as subscribed but again if I was importing unsubscribed I'd click unsubscribed
and so on but I'll click subscribed select my groups I'm not going to select my groups at
this stage because I have that column and I'll show you how we match that up but I'm going to
ignore my groups for now and I could go update any existing contacts that's entirely up to you
I click continue to tag actually let me just take a step back if I at this stage selected groups and
selected a group for example everyone that I'm importing would be imported into that
group called Australia we don't want that because some people belong to the U.S.A.
some to Australia some to both some to none and there we go so continue to tag
the same at this time I'm not going to tag anyone right now because anyone that I tag at this stage
will tag everyone and if we look back at our old you know what we're importing some people are
tagged as government some as public training etc if I tagged someone everyone would be but I will I
will show you how we tag people individually in a second because we have that on our spreadsheet but
if I want to I could at this stage and let's call it the, the name of the old audience just,
just so I can recall who I imported and where they came from I'll click continue to match
wherever this is white it means Mailchimp recognizes the column so that's the email
address that's the first name that's correct that's the last name correct
and let's just carry on sorry let me just click that now Mailchimp doesn't recognize
Mailchimp training I haven't added that column to my master audience I could have added it
earlier however I can also do it at the moment so I could click where it's orange I could click the
down arrow and at this stage I don't have a column called Mailchimp training so what I could do is I
could just click create a new field and I could just call this let's just say Mailchimp training
I'll leave it as text data type and click confirm and so this would add
that new field and you'll notice that my interest which is actually my groups
now is recognized because I added those groups early on before I started the
import also the tags are now recognized I click finalize import complete import
I'll just click exit near the top of the screen and it's just view so there we go there's my
master audience and let's just see what's happening here we've got everything we've got
the tags some are tagged as SMEs some as public training our interests yes I've got some people
in U.S.A. some in Australia some in Australia and the U.S.A. so now we've done this we've,
we've, brought through the groups we've bought through the tags one or two things we probably
still want to do however is if I go back to my old audience now in Mailchimp most of us are on a plan
where we pay for the number of people contact in our account sort of so because we have a lot
of people in this case not so much but you might have a lot of people in your old audiences that
you've combined you might want to go into old audiences so I'm just going into my old audience
and what we can do here is we could select all and just archive these people so actions
archive so when we archive people there's a hole in this held in the special container I guess
we then still have our audience but we're not charged for the people in that audience
at any time I could go manage contact and view my archive contacts and even unarchive them
just looking at our audiences again
that I'm not going to be charged for anymore because I don't have people in it
but it hasn't been deleted so I've got it there just as kind of a backup but at any
time I could click that and click delete and delete my old audience if I want to
because they'll all now be in the master audience please like this video please
subscribe I hope this proved useful leave a comment. My name is Gary from organicweb.com.au