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***UPDATE your sites immediately to the new version.
Mailchimp 3.0: New Functionality, New Opportunities
Note: This is a major update and with that may come a few bugs, please report them immediately to email@example.com
The functionality we are gaining from this is monumental and this is a huge benefit for the ASF platform. Please know that in the coming weeks, the updates will vary in time for each person.
Mailchimp API 3.0 has a bunch of brand new functionalities, and some changes to their system, that we believe can be very powerful for Art Storefronts members. We are therefore recommending everyone read this article and make the necessary changes to transition your existing Mailchimp setup to enable the new 3.0 features - don’t worry, for most of you, you will have been automatically upgraded by our system. For the rest of you it will likely only take you a minute or two to make any necessary changes and enable this.
So what type of functionalities are we talking here? Automated abandoned cart recovery, the ability to automatically segment people who have used the wall preview or live preview with AR, or who have added products to their favorites, or simply just those who have actually viewed a product page on your site. And as you would expect, our marketing team plans to make use of this functionality to cook up some new tactics and sprinkle them within our various playbooks and checklists. Some very cool stuff!
That said, there is one main reason we cannot automatically just switch every ASF member. This is because Mailchimp changed the way their system works in regards to how they treat "lists". Years back, when we first integrated Mailchimp into our system, the way you separated different people in your list (i.e. customers vs. leads) was to have multiple lists set up. Whilst effective, this was always cumbersome. Later Mailchimp introduced the ability to send merge fields with each contact, so you could use that to segment them within a list. While better, it still caused a lot of confusion and extra work.
Now with Mailchimp’s API 3.0 their system has been redesigned to utilize a single list. Within that one list you can add tags to individual contacts, which will allow you to do all sorts of amazing stuff. We completely agree with this change, as it’s not only going to make things much simpler for everyone, but it will also give us the ability to do very powerful things in a much more straightforward manner.
Enabling 3.0 With Your Account
1. Within your Site Manager, go to the Integrations section from the Jump To menu.
2. Locate your Mailchimp integration. Within it, notice the Select a List dropdown menu. Does it already have a list selected, or does it say Please Select?
- If a list is selected here, our software has determined that you could be automatically switched, because we already think you are only using one list. Cool! There is nothing else you need to do other than to make sure that the list you see there is indeed the correct list that you use within Mailchimp to send your campaigns.
- If it says Please Select, this is because our software believes you might be using two or more lists, and we don’t know what to do.
- If you have multiple lists, and are only using one with your ASF site, you can select this one and your contacts will sync to this list.
- So if you are using two lists or more lists with ASF site, your next step is to consolidate these into a single list, and Mailchimp has a tool which you can use to do this. You can find Mailchimp’s tutorial here: https://mailchimp.com/help/ways-to-combine-lists-in-mailchimp/
3. Once your contacts are all in one list, go back to the Integrations section in the ASF Site Manager and select the list that you decided to consolidate into. Make sure that the list you see there is indeed the correct list that you use within Mailchimp to send your campaigns. That’s it! You are now integrated.
4. After you have done this, click the button that says Sync All Data to Mailchimp. This is going to do some heavy lifting in the background of your site, and it may take an hour or two to complete.
The reason it takes so long is that it’s going to sync all the necessary data to allow you to use their Ecommerce functionality in one swoop. This means all your contacts, products (which are required to use unsold cart functionality), unsold carts, and order history that your site has produced to date. Finally, and most importantly, this is going to add all the necessary tags to your subscribers in Mailchimp.
Using 3.0: What’s Different
If a contact is a customer (if they have ever placed an order on your site, or if they are in a “Customer” segment that you created within ASF before these changes were introduced), then you will see that this subscriber has the “customer” tag on their new Mailchimp profile.
Going through the tags attached to this contact in particular, you can see that they’ve added a product to their favorites, they’ve signed up for the newsletter, they have registered on the site, have visited the landing page, have added a product to their cart and initiated the checkout process at least once, and have viewed a product.
Remember, to view a subscriber’s profile you can simply click on their email address when viewing them in your list.
So how can you email different subscribers, given that you will no longer be using separate lists? Easy. You can just start a campaign, and select tags to select eligible subscribers to add to the campaign.
There are a number of tags which will be automatically generated by your site and added to your contacts when you do the conversion process for the first time.
|product-viewed||This indicates the contact has viewed a product on your site.|
|product-share||The contact has shared a product from your site through social media.|
|add-to-favorites||The contact has added a product to their favorites.|
|open-wall-preview||The contact has viewed a product in the wall preview.|
|open-live-preview-ar||The contact has utilized the live preview feature to view a product.|
|add-to-cart||The contact has added a product to the cart.|
|initiate-checkout||The contact has started the checkout process with a product in their cart.|
|customer||The contact has purchased a product.|
These are generated and attached to each contact as they are imported into Mailchimp, based on the contact’s previous actions on the site. In addition to these, you will be able to create your own tags in Mailchimp and assign them to contacts.
How To: Create an Automated Abandoned Cart Email
One of the new things that you can do utilizing the deeper integration between your site and Mailchimp is to set up an automated email following up on abandoned carts. This is documented on Mailchimp’s site in this article: https://mailchimp.com/help/create-an-abandoned-cart-email/
How To: Create a Segment for Custom Tags
At this point, your MailChimp account should already be Integrated and Verified. If you haven't completed those two steps, you absolutely must do so in order to make sure your Art Storefronts website will work properly with MailChimp. If you're sure you've done that, you can move on to creating the Segment you need to use on Art Storefronts and then you can set up the option to sync contacts from Art Storefronts to MailChimp.
Segments allow you to separate your customers into different segments. This allows you to separate out your customers from your possible leads. It is a further organization method to assist you in gaining traction and achieving success.
Segments allow you to separate your customers into different groups. By separating your contacts into segments, you can have applicable tags automatically apply to them within Mailchimp. Want to separate your customers from your subscribers? Easy! Want to tag everyone who signed up at an art show? Not a problem! Want to sort your customers based on whether they like their chili with beans or without? Weird, but completely possible with segments!
Log in to your Art Storefronts Site Manager, and in the Jump To Menu select the option labeled Contacts.
Click on the tab labeled Segments.
Click on the button labeled Add Segment.
Provide the Segment with a Name.
On the next page you can change the Name of the Segment if you find that you made a mistake.
After the recent Mailchimp 3.0 update, contacts will automatically sync to your lists whenever added to the contact manager. They will have tags added according to their site behavior, but placing them in a segment will also ensure that a tag with the name of the segment will be added to the contact in Mailchimp. This will let you create your own custom tags and specifically target them in future campaigns!