Automate With MailChimp

Set up one or more triggers and integrate with MailChimp

Email marketing, online campaigns, or social media posts? With MailChimp, you can do all of them. Decide what suits your funnel the best!

In this article, we show you how to automatically send customer information to your MailChimp list. It's a two-step process:

• create an automation

• create an action

To complete these steps, you must connect MailChimp to your Funnelish account. We showed you how to do that in a different article.

Creating an automation

1. Open a funnel.

2. Click the Funnel automations icon.

3. Click the Create a new automation button.

4. On the new window, click Start from scratch

5. Click Create.

Create a trigger

1. Click Add new trigger.

2. Select an event. In this example, we choose On Purchase.

3. Click Create.

4. Click the field and select a step. We leave the default All Steps.

5. Click Create

Creating an action

Back on the automation page, let’s add action to the trigger.

1. Click the Plus button to add action.

2. On the new window, click Integration.

3. Click MailChimp.

Select an action

On the next window:

1. Click the Action field.

2. Choose an option: Add or Remove a list or tag.

3. Click the List field

4. Choose a list name.

5. Click the tag field and add a tag. (optional)

6. Click the Add button.

Now you’re done.

Other ideas

Here are some automations ideas we like to use:

If you select the On Purchase or On Refund trigger, you can send programmed emails to a certain list of clients. This tool helps you maintain or improve customer engagement.

With the New Subscription sign-up form, your clients can subscribe or unsubscribe to your service or products.

Use the Subscription Cancelled trigger to send out "Sorry for leaving" messages to your customers. It can also ask for feedback and track customer opinions.

Switch on the Use the customer optin email? toggle to use the email that customers opted in with instead of the email they used to pay (if they are different).