Getting Started With Mailchimp

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Table of Contents

Overview

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FieldEdge has partnered with Mailchimp to bring you an integration that gives you the ability to automatically market to your customer base. This can be done through triggers that will email customers about recent service visits, upcoming warranty expirations, service agreement promotions, and much more.

The following article will walk you through how to set up your Mailchimp integration and get started marketing to your customers.

Starting the Integration

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Before you can begin marketing to your customers, you'll need to turn on the Mailchimp integration. To do that you'll need to have a Mailchimp account along with having a FieldEdge Premier membership.

  • Note: We recommend the Standard Mailchimp membership to get the most out of the integration, but it will work with any type of account. Certain features, such as automatically sending emails when the right conditions are met and importing premade marketing templates, will not be available when using an Essential or Free version of Mailchimp.

Create the Mailchimp API key

It is necessary to generate an API key that FieldEdge can use to integrate with Mailchimp. Follow the steps below to create an API key in Mailchimp.

1. Login to Mailchimp.

2. Click on your Name in the upper right-hand corner.

3. Select Account from the drop-down list.

4. From the top navigation section, click Extras | API Keys.

5. Click the Create A Key button.

6. Click in the Label field on the newly created line and enter ESC.

7. Copy the API Key that is listed in the API Key field. This will be used later.

Setup FieldEdge

Now that you have the API key you can sync FieldEdge to Mailchimp by following the below steps.

1. Go to the FieldEdge Integrations page.

2. Login using your FieldEdge login and password.

3. Click Create next to Mailchimp integration.

4. Enter the API Key you copied from the previous section.

5. Enter a notification email and click Save.

6. Choose the Audience you want the FieldEdge customers to be added to in Mailchimp.

  • Note: If you don't already have an audience, you can create one now. This will prompt you for the critical information that Mailchimp requires.

7. Next, decide how you want to synchronize your customers initially. Choose from one of the options below.

  • Do Not Sync: This will not import any customers to Mailchimp initially. Customers will be added automatically as certain conditions are met, such as equipment coming out of warranty.
  • Sync Primary Contact: This will import the primary email address for each customer. This can be very powerful because it will grant you the ability to send emails to your entire customer base anytime you want. 
  • Sync All Contacts: This will import the email address for every contact for each customer in FieldEdge. This is great when you really want to make sure your messages get through, but it will most likely increase your monthly expense with Mailchimp.

Configuring Mailchimp

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Now that you are integrated there are some things you need to do in Mailchimp before you can send your first email. Follow the steps below to get started creating your first emails.

  • Note: You might be able to skip some of these steps if you have already been using Mailchimp prior to integration.

Uploading a logo

Before you can customize your email templates you will first need to upload the files you will want to use in them. Follow these steps to start adding files, such as a logo.

1. Click Brand on the top navigation bar.

2. Click the Content Studio button.

3. Click My Logo on the left-hand navigation panel.

4. Click the Upload Logo button and select the file you want to use.

  • Note: If there are additional files you commonly use in your marketing, you can upload them by click My Files in the left-hand navigation.

5. Click the Upload button to select the files you want to use.

  • Note: You can also drag files directly onto this screen to upload files.

6. Click the X in the upper right-hand corner when you are finished. Repeat these steps at any point to add more images.

Creating your first campaign

The basics should be set up and it's time to create your first campaign. Follow the steps below to create a simple email that will be sent to new customers as they are added.

1. Start by clicking HERE to import a template to be used for a welcome message.

  • Note: You will be able to customize this message before you start sending it.

2. Click Campaigns in the upper left-hand corner.

3. Click the Create Campaign button and then choose Email.

4. Select Automated at the top of the window, then click the Email subscribers when they are tagged button.

5. Change the Campaign Name to New Customer Added and select the Audience that is synchronized with FieldEdge, then click Begin.

6. Click the Question Mark icon in the box on the left to set the template.

7. Set the Email subject to, "Welcome to our Family"

8. Set the Preview text to, "we are excited to meet you" then click Next.

9. Click Saved templates from the top navigation bar.

10. Select the New Customer Added - Dynamic logo template.

11. Click Save and Continue in the bottom right-hand corner.

12. Click Edit at the end of the trigger line.

13. Change the Delay to Immediately and the Settings to NewCustomer, then click Update Trigger.

14. Next, click Add at the end of the post send action line.

15. Check Choose post-send action and select Remove tag in the first field then select NewCustomer in the second field and click Update Action.

16. Click Next, then choose Start Sending.

Testing the Email

Now that you have an email campaign created you can test it to make sure it's working properly. Use the following steps to test your email.

Test email is not already associated with an audience member in Mailchimp

1. Create a new customer in FieldEdge with the test email address.

  • Note: This will tell Mailchimp to send your newly created email to the test email of the customer you just created in FieldEdge.

Email address is already in Mailchimp and associated with an audience member.

1. Click the Magnifying Glass icon in the upper right-hand corner.

2. Enter your email address and search.

3. Click View Profile.

4. Click the Plus sign in the upper right-hand corner.

5. Add the NewCustomer tag.

  • Note: This will trigger the campaign to send you the email from the campaign you just created. Repeat these steps if you make changes to this campaign and want to test the email again.

Next Steps

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Now that you have successfully set up a campaign, it is time to explore some of the way s you can personalize the integration to really engage your customers.

Importing Templates

We have provided you with a series of marketing templates you can use immediately to market to your customer base. To make this happen, ensure you are logged into your MailChimp account then choose the desired template from our Mailchimp Templates page.

Creating Campaigns

Emails are sent through a module in Mailchimp called campaigns. This section will walk you through setting up campaigns for the triggers FieldEdge is providing. 

1. Login to Mailchimp.

2. Click Campaigns in the upper 0left-hand corner of your screen.

3. Click the Create Campaign button.

4. Click Email.

5. Select Automated at the top of the window, then click the Custom button.

6. Give your campaign a recognizable Name and select the Audience that is synchronized with FieldEdge, then click Begin.

7. Now select the trigger that you would like to use to finish setting up this campaign.

  • Note: You can navigate to our Mailchimp Triggers article to learn how to set each trigger type.

Best Practices

Below are some common best practices that can be used when integrating Mailchimp with FieldEdge.

1. Be sure to look for bounced or rejected emails. If you see those, reach out to the customer via phone to get accurate information. Enter the updated emails into FieldEdge when you get them and they will automatically be sent over to Mailchimp. 

2. Adding tags to work orders can be a powerful way to supercharge your communication. Some examples include: 

  • Add an Apology tag to work orders where your company didn’t perform at 100% so that you can send an apology along with a coupon for future work. 
  • Add a CleanAir tag to work orders for customers that expressed interest in those products but didn’t purchase while you were there. 
  • Add an InspectionNeeded tag to let customers know what the next steps are now that your work is done. 

3. SubjectLine is a great web site to test out your subject lines to see their impact and deliverability. 

4. Although the Mailchimp integration is designed to handle it, we don’t recommend associating the same email address with multiple customers. FieldEdge will show the email address for all parent records on a child record, so even when dealing with a property management company that manages many properties this is not a necessary practice. 

Troubleshooting

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Below are some common troubleshooting tips that can help you with your Mailchimp integration.

Blank greeting on emails 

You can set a default greeting that will be used if your customer does not have anything in the First Name field by following the info on this page. 

Footer info is incorrect 

If the information in the footer is incorrect you can update it by following these steps. 

1. Click the Audience link at the top of the screen in Mailchimp. 

  • If you have multiple addresses, change the one that is tied to FieldEdge using the Current Audience field. 

2. Click the Manage Audience button and select Settings from the resulting drop-down. 

3. Click the Required email footer content link. 

4. Change the incorrect information and then click Save. 

Social media follow icon links are wrong 

This information is stored in two places: within a campaign and as part of a template. Most of the time you are going to want to change the campaign as that will immediately affect the emails that are being sent to your customers. However, if you plan on making more campaigns based on the same email template changing it there can be helpful too. 

Campaigns 

1. Click on the Campaigns link at the top of the screen in Mailchimp. 

2. Find the campaign that you want to change and click the drop-down to the far right-hand side of the screen and select Edit from the resulting list. 

3. Click Pause & Edit and then choose Edit Email. 

4. Click on the Social Media icon box and edit the links as desired. 

5. Click Save & Close then choose Save And Continue. 

6. Click Resume All Emails and click Next. 

7. Click Exit. 

Templates 

1. Click on the Brand drop-down at the top of the screen in Mailchimp and select Templates. 

2. Find the template that you want to change and click the Edit button. 

3. Click on the Social Follow block on your email and change the links as desired. 

4. Click Save & Close. 

5. Click Save and Exit. 

 

 

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