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Mailchimp

Mailchimp is an all-in-one marketing platform designed to help businesses manage and automate their marketing efforts, particularly email campaigns. It provides a range of tools for customer engagement, audience management, and campaign analysis, making it a popular choice for small to medium-sized businesses.

Key features of Mailchimp:

  • Email Marketing: Create, customize, and send email campaigns using an intuitive drag-and-drop editor, with access to pre-designed templates and A/B testing.
  • Audience Management: Organize and segment contact lists for targeted messaging, and manage subscribers, customer data, and preferences.
  • Marketing Automation: Automate workflows like welcome emails and abandoned cart reminders, with personalized messaging based on customer behavior.
  • Analytics and Reporting: Track campaign performance with insights on open rates, click rates, and conversions, and use visual dashboards to monitor trends and ROI.
  • Integrations and E-commerce: Connect with platforms like Shopify, WooCommerce, and CRM tools, and track revenue while leveraging tools for product recommendations.

Use Cases:

  • Email Campaigns: Send newsletters, product updates, and promotions.
  • Customer Retention: Engage with existing customers through personalized emails and automations.
  • Lead Generation: Use forms and landing pages to capture leads.
  • Analytics: Evaluate marketing effectiveness and refine strategies.

Triggers:

  • Email opened: Triggers when a recipient opens an email as part of a particular campaign.
  • New subscribers: Triggers when a new subscriber is appended to an audience.
  • New unsubscribers: Triggers when any existing subscriber opts out of an audience.

Actions:

  • Create campaign: Creates a new campaign draft.
  • Send campaign: Sends a campaign draft.

Connect with Mailchimp:

INFO

Pop-up windows must be allowed for this browser session to enable the connection of this third-party app with Workflow Automation.

  1. Log in to your Mailchimp account: https://mailchimp.com/

  2. Click on the account image in the top-right corner and go to your profile page. Mailchimp_01.jpg

  3. In the navigation bar, click the Extras tab, and then select the Registered apps. Mailchimp_02.jpg

  4. Click the Register An App button. Mailchimp_03.jpg

  5. Fill in the App name, App description, Company / organization, and App website fields.

    WARNING

    Do not click the Create button yet!

    Mailchimp_04.jpg

  6. Go to Workflow Automation, navigate to My Apps, and Add a new app connection choosing Mailchimp from the list. Mailchimp_05.jpg

  7. Copy the OAuth Redirect URL. Mailchimp_06.jpg

  8. Paste the OAuth Redirect URL into the Redirect URI field on Mailchimp. Mailchimp_07.jpg

  9. Now, click the Create button.

  10. Your new app has been registered successfully. Copy both Client ID and Client Secret for future use.

    Mailchimp_08.jpg

    WARNING

    Make sure to store both Client ID and Client Secret values in a safe location, you might need them again!

  11. Paste the Client ID and Client Secret values into the respective fields on Workflow Automation. Mailchimp_09.jpg

  12. Click the Submit button.

  13. A pop-up window appears. Log in to your Mailchimp account. Mailchimp_10.jpg

  14. Click the Allow button. Mailchimp_11.jpg

  15. Your Mailchimp connection is now established.
    Mailchimp_12.jpg

  16. Start using your new Mailchimp connection with Workflow Automation.