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