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 if needed.
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: Info about the syncing included in your plan.
6: Click on Manage Sync to add, delete, etc. sync pairs.
7: Click on Sync Now to perform an immediate manual sync.
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 see an Edit in the image above because we have already completed this step.] You can also set up by clicking Settings (gear icon at the bottom of the left-hand black column, gold arrow in image below) and then clicking on Integrations (pink box in image below).
Is your account is already set up and you want to make some changes?
Click Settings (gear icon at the bottom of the left-hand black column, gold arrow in image above) and then clicking on Integrations (pink box in image above).
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!
NOTE
| 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.
SYNC (Rocket Icon)
This is where you can see and manage your saved searches.
LOGS
Every sync creates two log records: a record of the actual details of the communication between CCB and Mailchimp + a log cleanup record.
A manual sync log shows you what has changed. The top log shows you what happened from CCB to Mailchimp. The lower log shows you the reverse.
A cleanup sync happens with each automatic or manual sync. The cleanup sync removes from Mailchimp any accounts that you have already made inactive in CCB. Our assumption is you will not be looking to send emails to these accounts. If a record was inactive in CCB and has been reactivated, we add that email back to Mailchimp. Again, the top log is the activity from CCB to Mailchimp and the lower log is the reverse.
To see your logs, from your dashboard, click on Settings (gear icon at the bottom of the black column). Choose Logs from the dropdown menu (pink box in image below).
The Logs page will open.
Clicking on Manage Billing (gold button, middle section, in image below) lets you make changes to payment information or cancel your accounts.
Clicking on Sync Now (green button in image above) lets you do a manual sync.
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.
The last thing on the dashboard view is the option to ‘Sync Now’. This manual sync is useful when you have made changes which need to be reflected in real time, instead of waiting for the regular system sync for those who are on the higher plans. If you are on our lowest plan, it’s the only way you will be able to update the system.
To end the overview, let’s go over the main menu.
| Dashboard is where you are. |
| Settings (gear icon) takes to you the main 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.