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I am looking to tag new donors on Mailchimp but am having a hard time creating the path for it.

 

What I would like to do is the following:

  1. Someone makes a donation on Zeffy
  2. First, the email is tested to see if they are already on Mailchimp
    1. If YES then they should be checked if they are already tagged as DONOR 
      1. If YES then nothing should happen
      2. If NO then they should be tagged as New donor
    2. If NO then they should automatically be tagged as New Donor

How should I go about this, with filters and pathways?

Hi @UnlockDemocracyCanada 

  1. Trigger: Zeffy - New Donation
  2. Action: Mailchimp - Add/Update Subscriber
    1. Set the desired Tag

Hi @UnlockDemocracyCanada,

Welcome to the Community! 🎉

I just came across your post here and wanted to check in here to see how you’re getting on. Were you able to follow Troy’s suggestion here?

Please do let us know if you’re still in need of some help on this at all - happy to assist further! 🤗