Welcome. Whether this is your first time setting up this integration or the first time you are managing it, in this article, we are going to give you an overview of what the CCBChimp integration actually is and a few pointers.
CCBChimp is a 3rd party approved integration for the Church Community Builder (CCB) software. So how it works, CCBChimp connects CCB to Mailchimp (MC) and MC back to CCB. It does not send emails or manage lists. It just connects the two apps.
Here’s the big picture: You have an account in CCB. You have an account in Mailchimp. You create a CCBChimp account and use our app to sync between your CCB and MC accounts.
Before you begin, let’s briefly show you around the dashboard and the main menu items.
DASHBOARD (Cloud icon)
LET'S TAKE A MOMENT TO CHECK OUT ONE OF THE DASHBOARD SECTIONS {fuchsia arrow in image above)
Here it is closer up:
[Of course, the information will vary according to your plan and whether you are fully set up or not.]
Turquoise numbers in image above
1: The plan you are on and a link to the Billing page. NOTE: If you have signed up for a plan, 'Purchase a Plan' will say 'Manage Billing'. On the Billing page, you can make changes to payment information or cancel your account.
2: The date and time of your last sync.
3: Click on Details for more info about your automatic cleanup sync.
4: More sync details.
5: Click on Details for more info about your automatic sync.
6: More sync details.
7: Click on Manage Sync to add, delete, etc. sync pairs.
8: Click Manage Logs to get to your logs page.
9: Click on Sync Now to perform an immediate manual sync.
SYNC (Rocket Icon)
This is where you can see and manage your saved searches.
And speaking of syncing...Unlimited syncing
Every plan, paid or free, has unlimited manual syncing. This means that you can log in any time and click ‘Sync Now’ to fully update your lists. The least expensive plan does not include automatic, overnight syncing. So, users of that plan will need to manually sync their lists every time. Depending on your usage, it may be more convenient to upgrade to a plan which also includes automatic, overnight syncing.
More quick links
|
Integrations: Set up CCB and MC APIs. Click here.
Logs: Gives you information about what has happened during each sync. Click here.
Tools: A collection of scripts which we have added over time to help you manage your account more effectively. Click here. |
| Is your account new and needs to be set up?
You will see a ‘Set up now’ message in the Church Community Builder and/or Mailchimp section on your dashboard.
You can also set up by clicking Integrations.
Is your account is already set up and you want to make some changes?Click Integrations.
You do not have to purchase a plan to complete the core setup of the application.
On the Integrations page, you will be guided to setting up your CCB and MC APIs. You can take a look at this article here.
Once you have set up and authorized your CCB and MC APIs, you are basically ready to go! |
PLEASE BE AWARE...
| In the CCB section, there is a ‘disable’ option (turquoise arrow in image to the left). Clicking on Disable will stop the automatic syncing. You can disable and re-enable this integration at any time.
There are also ‘edit’ options for making any changes necessary. |
API calls used
API calls are used when we are migrating data. Each query to the CCB database counts as one API call. A typical daily usage is about 1000 API calls—and that’s even a lot! CCB allows you 10,000 API calls per day.
On the desktop, we show you a rough estimate of the API calls used. The actual number can vary by plus or minus 100 or so.
Note that CCBChimp does not restrict the amount of data you can push back and forth. You are limited by the CCB restrictions.
Note and a troubleshooting suggestion…
If your church has a large database, we suggest that you contact CCB and ask them to increase your API call allowance for the limited time you are setting up your new integration. They typically agree.
To end the overview, let’s look at Settings.
| Settings (gear icon in left-hand most column) takes to you your profile menu.
My Profile: Manage your name, address, email, phone number, treasurer's email, and password. Click here.
Billing: Add / change credit card details; change your plan; see your invoices. Remember: you can upgrade or cancel at any time. Click here.
Integrations: Set up CCB and MC APIs. Click here.
Logs: Gives you information about what has happened during each sync. Click here.
Tools: A collection of scripts which we have added over time to help you manage your account more effectively. Click here.
Helpdesk: The link to our collection of articles and 'how to's on a wide range of topics.
Facebook Group: Ask questions/get info/etc. from other CCBChimp partners.
Log out: You can logout at any time, even during a sync. We auto log you out after 15 minutes. |
We hope this general overview has been helpful. We encourage you to visit our Helpdesk FAQs to learn more about anything at any time.
Please remember that we are always available for any additional support you may need.