Integration with MailChimp

First of all, if you don’t have an account, register one on MailChimp
Now go to http://admin.mailchimp.com/account/api/ and create a new API key with the related button, as you can see below.

Product type "Bundle"

 

After creating it, copy and paste the key in the “MailChimp API Key” field that you find in the plugin settings dashboard.

MailChimp API Key - Mailchimp panel

MailChimp API Key - Plugin panel

If no mistakes were made, validation will be done correctly and you will see the information about the linked MailChimp account.

MailChimp API Key Validated

Ecommerce 360

Enable eCommerce 360 integration

This option allows you to enable a specific type of system able to track purchases derived from a campaign (Discover MailChimp campaigns).
It is essential that during the campaign creation the option eCommerce 360 link tracking is enabled.

eCommerce 360 link tracking

If these settings have been enabled, both in the plugin and in MailChimp, MailChimp will “append” the data “mc_cid” and “mc_eid” to the email that will be generated.
As soon as the user clicks on the link in the email, the shop stores data in a cookie and keeps them until checkout, for a maxixum time lapse set in the specific plugin option called “eCommerce 360 cookie lifetime”.

eCommerce 360 cookie lifetime

If the user goes to checkout, the order will be tracked for the user that received that specific information.

eCommerce 360 - MailChimp Campaign

Now your MailChimp page should be populated as you can see above, depending on the orders made by users coming from that campaign.
N.B. Order registration will be done as soon as it is placed or completed according to what you have specified in the option “Register after” available in the tab “Checkout”.

General information about advanced integration modality

The advanced integration modality allows to register users to lists and interest groups basing only on specific conditions during the purchase.
Furthermore, the advanced integration modality also allows you to connect your site checkout fields to MailChimp. This way, the information will be saved in the user’s profile and could be reused directly within the newsletter service.

The advanced integration modality allows to create a specific set of options: as administrator, you could register users to different lists and possible interest groups based on specific conditions.

Option set - Advanced integration modality

Now we can analyze how to configure the set of options.

Connect the checkout fields to MailChimp

As previously mentioned, the plugin allows to connect the checkout fields to MailChimp: in this way, for each registration, you could save further information, in addition to the classic “Name”, “Surname” and “Email”, and reuse them later also for the creation of new forms through Mailchimp.

By default the plugin is already suitable to associate three fields: “First name”, “Last Name” and “Email”.

Default fields

Let’s see how to associate a new field. In this case we will consider the “phone” field.
As first thing we need to create a new field on MailChimp. Select the list and go to “Settings -> List fields and *|MERGE|* tags”.

List fields and *|MERGE|* tags

Now you can insert the new “Phone” field.

New field

Open again the plugin and update the fields list through the “Update Fields” button. The new field will be shown within the list.
PLEASE NOTE: check the list you have selected is the same as in the plugin and in MailChimp.

After selecting it, save the options set. Now the association is done.

Select new field

Set conditions to check during the purchase

In order to have a smart registration to your MailChimp lists you can insert an unlimited number of conditions that will be checked during the purchase.
Users will be registered to the lists and/or interest groups only if all the conditions will be satisfied.

Conditions

As shown in the image above, user will be registered only if:

  • the order includes at least one “Happy Ninja”
  • the order includes at least one of the products in “Albums” category
  • the order amount is lower than 50$

You can also check the value of a specific checkout field.
In order to spot the field, you need to specify the value of “name” attribute (the value that will be sent to the $_POST variable at the checkout). The data can be easily recovered by opening the browser console and selecting the specific field.

Here is an example: we would like to check that the email field doesn’t include the word “yopmail”.
We recover the value of “name” attribute in the email field.

Get field name

Now we insert our condition and save the options set.

Insert custom condition

Checkout and subscription to MailChimp lists

Before detailed explanations on the actions you can make with YITH Woocommerce MailChimp, we want to make a brief introduction.
The plugin allows you to subscribe, automatically or manually, all the users who purchase on your shop to one of your Mailchimp lists and to possible interest groups.
For this reason, make sure of the creation of the list to which users will be subscribed on your MailChimp account.

There are two different ways to integrate users to your MailChimp lists.
In this page we will analyze the simple integration.

To discover all the information about the advanced integration please follow the instructions that you find in this page.

Subscribe customer to MailChimp list

Go to the plugin settings dashboard and select, in “MailChimp list”, the list to which you want to subscribe your users.
All the lists available in your account will be shown: if you have just created a new list and it is not shown among the available ones, click on “Update Lists” button to update the list.

MailChimp Lists

Now you can decide the moment for the user to be subscribed to the selected list, by choosing from two options:

  • user has completed the checkout
  • the order has the “Completed” status

Register user after...

The subscription to the list can occur in an implied way or only upon user’s request.
In the second case, it is essential to enable, through the specific option, the approval checkbox avalable in the “Checkout” page.

Newsletter checkbox - Plugin settings

Newsletter checkbox - Checkout page

Unless the Double Optin option hasn’t been enabled, the user will be added to the selected MailChimp list.

Mailchimp list

Interest groups

The premium version of the plugin supports the possibility to subscribe the user to one or more interest groups available on the selected list.
After selecting the list, the system will upload the updated list of the associated interest groups (if available) in an automatic way.
(As you can see in the images below, the list of groups provided by the plugin matches to the one available on MailChimp)

Interests groups - Plugin view

Interests groups - MailChimp view

If you have created a new group on MailChimp and you want to select it within the plugin, you won’t need to refresh the page. Click on “Update groups” button and the list will be updated automatically.

How to update existing users

When an already subscribed user comes back to purchase on your shop, no action will take place on MailChimp list and you will get an error within the order which notifies that user has been previously subscribed.
The control will be applied in the email field.

MailChimp error

The error doesn’t happen if the subscription list has changed compared with the previous purchase.
However, in order to avoid the above mentioned MailChimp error, youcan enable the “Update existing” option.

Update exisiting option

This way the subscribed user’s profile will also be updated automatically in case he inserted a different name/last name, compared to the last purchase.

Replace Interests

Replace interests option

The option allows you to edit the default behaviour of the plugin when a user that is already registered to a list and to interest groups tries to register once again, by updating his/her own profile (for this action to be successful, the option “Update Existing” has to be enabled).

Default behaviour both keeps users registered to interest groups in which they were and adds them to the new ones. On the contrary, if the option Replace interests is enabled and users update their profile, they are added only to new interest groups and are removed from previous ones.