A Mailchimp Power BI App

Update: To get the latest instructions for the app, as we release new features, go here.

After the popular release of our ActiveCampaign app, DataChant and Daily Cookie deliver another awesome Power BI app for email marketing. This time for Mailchimp users. If you have a Mailchimp account you can use the app to analyze the performance of your Email Marketing. Get the free app on Microsoft AppSource here.

The app requires a Microsoft Power BI Pro license. Here is an embedded version of the app with demo data, you can flip through the different pages using the right arrow button:

Note: The free version of the app has import limitations that are explained below. To lift the limitations, you can get the Premium version here and enter your email address in the Subscription Email parameter. More details below. To cancel the Premium subscription, or if you have questions, please contact me via this form.

How to set up the Power BI App

Login to your Power BI account and install the app on Microsoft AppSource. When your new app is ready, click Go to App. You will also notice the new Mailchimp tile on the Apps view.

On the app you will notice the notification bar. Click Connect your data.

In the Connect to Mailchimp window, you will need to provide Domain Name and API Key.

How to find your Domain Name on Mailchimp?

Login to your Mailchimp page (https://login.mailchimp.com). Copy the domain name prefix that is followed by “.admin.mailchimp.com” from the URL bar. For example, in the highlighted screenshot, I used us13 as the domain name. Do not copy the entire URL, only the prefix.

How to find your Api Ley on Mailchimp?

In your Mailchimp portal, go to your Account. Click Extras and API Keys, then copy one of the API Keys in Your API Keys section. Learn more about Mailchimp API Keys here.

After entering your domain name prefix (e.g. us13) in the Domain Name box and the API Key in API Key box, click Next.

Keep Mask PII parameter as TRUE, if you don’t want to access the actual email addresses and other personal information of your Mailchimp audience memebers. By keeping the parameter set to TRUE, all personal identifyable information will be masked. If you change the settings to FALSE, you will be able to use export functionality in Excel, or connect to your dataset via Excel live connection or via other Power BI reports or 3rd party XMLA tools to read the actual members’ information, including merge fields.

Keep Subscription Email as none, if you wish to use the basic free version of the app. The basic version has the following refresh limitations:

  1. Up to 500 members per list
  2. Up to 5 unsubscribers per campaign
  3. Recent campaigns that were created in the last 6 months

To remove the limitations above, you can subscribe to the premium version here, and then enter the email address used for the subscription in the Subscription Email below.

In the next step, make sure that Authentication method is set to Anonymous and that Privacy level setting for this data source is Organizational as shown in the screenshot below. Then, click Sign in and connect.

In the next step, make sure that Authentication method is set to Anonymous and that Privacy level setting for this data source is Organizational as shown in the screenshot below. Then, click Sign in and connect.

Note: The URL that is used here collects the Subscription Email parameter to determine if you have the Premium subscription and unblock the refresh limitations. The app doesn’t send any other data to this URL, and your Mailchimp data remains within the boundaries of your organizational Power BI account.

You will now see that the app Refresh is now in progress notification. Once the refresh completes you will see your account analysis instead of the sample data we used for demo purposes.

You can explore the various pages on the left sidebar to analyze different aspects of your campaign, including Campaign Performance, Tagged Audience, Campaign View, Performance Analysis, and Unsubscriptoion Reasons. The main page, Campaign Performance captures the main insights of your campaigns including Open Rates, CTR (Clickthrough Rate), and CTOR (Click-to-Open Rate).

The Tagged Audience page allows you to analyze your Mailchimp audience members by their associated tags over time.

The app provides interactive exploration capabilities including right-clicking on a campaign, selecting Drill through in the shortcut menu, and then clicking the Selected Campaign will navigate to the relevant campaign page. In the drill-through page of the selected campaigns, you can click the back arrow button to go back to the previous page. You can always go directly to the Campaign View page and select your preferred campaign for analysis using the Filters on the right pane.

The app includes the Performance Analysis page to analyze campaigns by their open rates, CTR and CTOR.

Right-clicking on any box on the scatter charts, selecting Drill through in the shortcut menu, and then clicking Selected Campaign will navigate to the relevant campaign on a dedicated page.

Finally, on the Unsubscription Reasons page, you can analyze the main reasons your audience unsubscribe events over time and location and drill down to the main messages that led to it.

To learn more about Power BI apps and your administration options, go here https://docs.microsoft.com/en-us/power-bi/connect-data/service-template-apps-overview.

In your Mailchimp workspace, you can go to the dataset Settings as shown below to set scheduled refresh or change the parameters of the app.

In the Settings page, you can replace the Domain Name and Api Key or set a scheduled refresh. If you get the Premium version, you can enter the email address that you used to subscribe in the Subscription Email box of the Parameters section.

Special thanks to Daily Cookie who partnered with DataChant to build this app. Contact us for any questions on customized Mailchimp Power BI reports.

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