Automations: Subscribe a customer to a list in Mailchimp
BoothBook
Last Update hace 2 años
For our Pro users, BoothBook allows you to configure actions that will subscribe or unsubscribe a customer to a Mailchimp list.
These could be as simple as a follow up email to a lead or booking or as complex as a full drip campaign setup in Mailchimp where the customers list could change based on their customer journey in BoothBook.
Example:
For the purpose of this article we'll be using a lead as an example, but it can be used for new bookings when adding them to another list.
1. Subscribing a lead to a Mailchimp audience
To add a new Lead to a Mailchimp, you will first need to have a Mailchimp account and an audience you want to subscribe different leads or clients to. Go to https://www.mailchimp.com
You can read more about how to create audiences in Mailchimp at: https://mailchimp.com/help/create-audience/
Please note: if you want to use multiple different audiences based on their event type or Lead vs. Customer you will need a paid Mailchimp account.
2. Create an Automation
Go to Top User Menu > Settings > Automations > Create Automation.
- The first thing you'll need to do is Turn on the automation with the switch in the right corner.
- Then name the Automation.
3. Select a Trigger
- From the drop down menu, select the Trigger of When a new lead is created. That means anytime you add a lead manually or a lead enters their email through your availability widget or lead capture form, it will trigger.
4. Configure the Schedule
- Scroll down to the Schedule section
- Click Add a Schedule
- Set it for 30 Minutes After
- Choose the drop down for Send Anytime
Note: We give it a scheduled delay so that the conditions will be able to check and see if they have booked.
5. Add the Conditions
- Scroll down to the Conditions section
- Click Add a condition set
- Select Match any condition below
- Click the button for Add new condition
- From the drop down select Lead converted to a booking and select False. This will stop the lead from going to Mailchimp if they have become a booking/customer.
Optionally if you have your Event Types set up for leads (https://support.boothbook.com/article/create-event-types) you can sort your Leads into different lists/audiences and do different emails and drip campaigns.
You would click Add new condition and select if Event Type is any of and choose the event type you wish to target.
6. Create the Action
- Scroll down to Action section
- Click Add an action
- Select Subscribe customer to Mailchimp List
- Copy and paste your Mailchimp API Key into the box. How to get your Mailchimp API Key: https://mailchimp.com/help/about-api-keys/
- Select the Mailchimp list you want to add them to from the drop down (more than 1 is only shown if on a paid Mailchimp plan)
- Click Save
7. What's Next?
Within Mailchimp you may have already setup a campaign for that audience. You can now set up a drip campaign from there to target your leads!