Mailchimp

Modified on Sat, 25 Mar, 2023 at 10:48 AM

Mailchimp for Tradift syncs all orders, customers (who accept marketing), and products with your online store. Your automation and pop-ups are still handled in your Mailchimp account business as usual; we just send data to your audience. 

We'll also sync the current subscriber status for your customers based on their opt-in preference from the past and moving forward.

 

Getting Started

Before you Install

  • You must have manager access or higher in Mailchimp to make changes to the integration. To learn more about user levels in Mailchimp, visit manage user levels in your account.

  • If you have welcome email automation running in Mailchimp, they will need to be archived (not paused) and recreated.

  • We recommend you save both the welcome and abandoned cart emails as a template to speed up the recreation process. To learn more, check out reuse an email campaign layout as noted in Mailchimp's knowledge base.

  • If applicable, go to your Mailchimp account and create a backup of your existing audience that you'll be syncing to.

     

How do I install the app?

Out of the box, the Tradift for Mailchimp app is designed to sync all past orders, customers (who accept marketing), and products. This is done so you can effectively market with that information in Mailchimp.

  1. Log in to your Tradift dashboard.

  2. Create a Mailchimp account (if you don't have one already).

  3. Install the Mailchimp for Tradift app.

  4. Connect to Mailchimp - by clicking on the Connect button

  5. Authenticate to Mailchimp - when the pop-up window appears, add your Mailchimp username and password.

  6. Choose an Audience - choose a list to sync customers and their purchase data to Mailchimp. Please note: you may only send store data to one Audience.

  7. Toggle double opt-in (Optional) - if you would like to change the double opt-in preference on the list that is connected, you may change it here.

     
  8. Start sync - once initiated, Mailchimp for Tradift will sync all the information in your store to Mailchimp, including customers, orders, and products.

     

 
How do I know the sync is done?

You'll know everything is completed when the syncing progress bars are gone from the app detail page. You can confirm this view by going to your Tradift store > Apps > Mailchimp. If you see counts by the "Current Sync Status" area for products, customers, and orders everything is synced.

 

On-going sync between Tradift and Mailchimp

As transactions occur, we'll continue adding customers, orders, and products from your store that "Accept marketing" to Mailchimp in real-time. If someone unsubscribes from a Mailchimp campaign or automation in the future, we'll sync the opt-out status back to Tradift and vice versa. There's no need for manual interaction after install. We'll work our processes background, keeping your store and Mailchimp synced at all times.

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