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September 8, 2015

Fieldbook: Spreadsheet features for Mailchimp lists

I just signed up for a trial (free until October 1) for Fieldbook, a tool to:

  • Track a sales pipeline
  • Manage projects and tasks
  • Run a recruiting process
  • Plan an event
  • Track inventory
  • Organize anything

All in the form of a spreadsheet. Imagine Google Sheets on steroids.

Wait for it

OK, that’s nice.

It gets better when Fieldbook syncs with your Mailchimp lists. Viewing, filtering, and especially editing a list is a bit tedious in Mailchimp: Without relying on List Import, one has to edit subscribers’s profiles one by one.

Fieldbook seems to be offering a good solution for this. Here is a quick video about the integration:

I’m sure you’ll agree that there are some pretty incredible things happening here.

I love the ability to create and save a “view” (a custom filter). This one shows all the subscribers that didn’t give a first name when they registered:

filter-first-name-fieldbrook

While this view, that I could have saved as a separate one, shows a count for the above view:

filter-first-name-count-fieldbrook

Mailchimp would let me do something similar through the creation of a segment but I would still have to modify profiles individually—or List Import, you get it.

Other features I need to test include copying and pasting from one list to another (again, possible in Mailchimp through CSV exports/imports or paste from Excel). Some freelance work will give me this opportunity in the upcoming weeks.

What Fieldbook lacks

From what I’ve seen (and heard—Jason Crawford co-Founder & CEO was prompt to reply to my questions through Intercom), Fieldbook only pulls data from the Details tab of the subscribers profile. Almost all of it.

I would personally like to be able to access Group, as well as Activity data.

I’m not a big fan of the segmenting UI in Mailchimp and any improvement—even by a third party vendor—would be appreciated. On that topic, I’m currently beta testing SendAdvisor.com and I hope to write another post about it soon.

A word of caution

Remember that lists are synched. If something goes wrong in Fieldbook (watch out for the autofill and pasting data from outside of Fieldbook), your list will soon be updated in Mailchimp.

Before trying Fieldbook—or any application that has access to your lists—export and backup your account data!

Pricing

Starting October 1, MailChimp sync will be available on premium plans starting at $29/month. A bit steep, I think, but some great features.

What will Mailchimp do?

With more services synching and tapping into Mailchimp’s API, I am wondering how much its core will continue evolving.

Some of the spreadsheet capabilities of Fieldbook, for example, could be integrated in Mailchimp but what would the incentive for them be?

Power users can always leverage their integrations (successfully created through their—now deceased—integration fund), but I’d rather see these features supported natively, even for a higher price.