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General information about advanced integration modality

The advanced integration mode allows registering users to lists and interest groups based only on specific conditions during the purchase.
Furthermore, the advanced integration mode also allows you to connect your site checkout fields to MailChimp. In this way, the information will be saved in the user’s profile and can be reused within the newsletter service.

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

To do it, go to YITH > Mailchimp > Checkout > List options, select Advanced mode and click on Add option set.

Add option set

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

Connect the checkout fields to MailChimp

As previously mentioned, the plugin allows you to connect the checkout fields to MailChimp: in this way, for each registration, you can save additional information, besides the standard “Name”, “Last name” 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.
First, 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.

Add a 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.

You can follow the same procedure described above to add the Address field. The only difference with Phone is the type of field in Mailchimp: text for the Phone field and address for the address field.

The plugin allows associating all the checkout fields, both the billing and shipping ones.
You can also manage all the custom fields created with the plugin.
YITH WooCommerce Checkout Manager.

Set conditions to check during the purchase

To have a smart registration to your MailChimp lists, you have the possibility to 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, the user will be registered only if:

  • the order includes at least one “YITH Cushion”
  • the order includes at least one of the products in “Shoes” category
  • the order amount is lower than 50$

You can also check the value of a specific checkout field.
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 a 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.

Custom condition