In this article, we are going to talk about part of the toolkit. The toolkit contains several series of code which we have written during our development. We wanted to make sure you have certain abilities.

To get to the Toolkit

Selecting Primary Contacts


To get to the Toolkit

V2 Users

V1 Users

From your dashboard, click on Settings (gear icon, gold arrow in image below). Choose Tools from the dropdown menu (pink box in image below).

Click the downward arrow near your profile name (brown arrow in image below). Then click on Tools (blue box in image below).

The Tools page will open. The Select Primary Contacts tool is highlighted in the images below: V2 - pink box / V1 - brown box.

V2 Users Tool page

V1 Users Tool page


Selecting Primary Contacts

V2 Users

V1 Users

To use this tool, toggle on the button. In V2 it will turn pink/red. In V1 it will turn green.

To set your primary profiles, click on the Set Primary profiles button - yellow in V2, blue in V1.

Using this tool gives us the ability to securely manage your contacts. So, now, you will be able to override which profile in Mailchimp is the primary contact despite how they are designated in your CCB app. This happens a lot with families. You may have four emails—the mom, the dad, and two kids. The question is, which of the profiles do you want to send the email to? Mailchimp only allows you to choose one.

This list shows all the duplicates (by email). We can go through and choose which one in each group of duplicates is the primary contact. Once a sync is done, Mailchimp will be updated with this information, including all the personal fields and information. So sending a campaign the next time around will still go to the same email address but instead of saying, “Dear John”, it could now say, “Dear Jane”.

We hope this 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.


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