Mailchimp for Woocommerce - User Guide

Mailchimp for Woocommerce - User Guide

For pricing and how to add to your website see at the bottom of the page.

Connect or Disconnect Mailchimp for WooCommerce


As you move through each step, new tabs will appear with different configuration options.
To connect your WooCommerce store to a Mailchimp audience and configure your settings, follow these steps.

  1. In your WooCommerce Dashboard, click the WooCommerce icon.
    Cursor Clicks - WooCommerce Icon - WooCommerce
  2. Click Mailchimp.
    Cursor Clicks - Mailchimp - WooCommerce
  3. Click Connect Account.
    Cursor Clicks - Connect Account - Mailchimp for WooCommerce
  4. In the pop up modal, enter your Mailchimp credentials and click Log In.
    Cursor Clicks - Log In - WooCommerce OAuth
  5. Click Allow to authorise the integration to connect.
    Cursor Clicks - Allow - Authorize WooCommerce
  6. On the Store step, enter the store and locale settings for your WooCommerce store and click Next Step.
    Cursor Clicks - Next Step - WooCommerce Store Settings
  7. On the Audience step, choose the audience you want to sync to, and the default settings you want to assign to your audience. Choose a default from name, from email, subject line, language, and reminder message.
    Cursor Clicks - Start Sync - WooCommerce Audience Settings
  8. When you're ready, click Start Sync to sync your store to Mailchimp.
That's it! We'll start syncing your WooCommerce store to Mailchimp. The time it takes to sync will depend on your store data. To view our progress, check the Overview tab.

Mailchimp for WooCommerce Overview tab

If you have issues with your connection, you can resync your audience without losing any e-commerce data. To resync your audience, click the Resync Now button.

Cursor Clicks- Resync Now - WooCommerce

View site details

After you connect Mailchimp for WooCommerce, you can visit the Integrations page in your account to view the details for your WooCommerce store. You'll be able to see the status of the integration or add and manage e-commerce features.

Next steps

After the sync is complete, you'll have access to all of Mailchimp's powerful e-commerce features.
For example, you can:
Create purchase-based segments to use with targeted campaigns.
Send receipts, invoices, shipping confirmations, and more with our Order Notifications automation.
Add product recommendations to abandoned cart emails.
Add a customised pop-up signup form to your WooCommerce site.
Find out everything Mailchimp has to offer in our article, Sell More Stuff with Mailchimp.

Create a New Audience Group

Groups are specialized audience fields that let contacts self-categorize based on interests or preferences using uniform responses you set. Groups can be used for any data you want to collect about a contact, like favorite foods, preferred store locations, or anything else you want to know.

Before you start

Here are some things to know before you begin this process.
  1. Groups work best if you need contacts to self-categorize when they subscribe to your email marketing. For internal audience organization, consider using tags.
  2. Group fields can be required on pop-up signup forms, and the Signup Form content block on landing pages, but not on hosted or embedded signup forms. Advanced, paid users can use the Advanced Forms option to custom-code a required group field.
  3. Group fields appear at the bottom of your audience's signup form, because they work different than regular audience fields.
  4. Each audience can have up to 60 group names. Group categories don't count toward the 60-group limit.
  5. You can also use group data to target contacts who are in a specific group or who are not currently in any group.

Create a group from the Groups page

To create a group from the Groups page, follow these steps.

  1. Click Audience.
  2. Click Audience dashboard.
  3. If you have more than one audience, click the Current audience drop-down and choose the one you want to work with.
  4. Click the Manage Audience drop-down and choose Manage contacts.
  5. Click Groups.
  6. Click Create Groups to expand the group options.
  7. Choose an option for how the groups will appear on your signup form.
    New group showing the options for Group category and Group name options.
  8. Type in a Group category and at least one Group name. The Group category is the overall category or theme for your groups, and is visible to subscribers. Create something descriptive, like, "favorite food" and use the Group names to display different options.
  9. To add more Group names, click Add Group.
  10. Click Save.

A success message will display with the option to Import To These Groups, or click Done For Now.
Choose next step from the success message



Create a new Workflow

After successfully creating an audience group, you may proceed with creating a workflow.
You may refer to this article on how Automatewoo does this part: AutomateWoo - User Guide

The below is for manually created subscription


This one is for subscriptions created via front-end of the site


Then proceed with the steps below:
  1. Create a new action with Add to Group as action
  2. Select the list where the group belongs
  3. Select the group you want to add the subscriber



Exclude a Wine Club User from Welcome Email of Mailchimp

On Mailchimp, add the condition Tags with "Contact is not Tagged".
See below: 




Enable or Disable Final Welcome Email

When you use Mailchimp's signup forms, you can choose to enable an optional final welcome email, which is sent after someone subscribes to your marketing. By default, the final welcome email is disabled.

In this article, you'll learn two ways to enable or disable your final welcome email.

​

From the form builder

To enable or disable the final welcome email from the Form Builder, follow these steps.
  1. Click Audience.
  2. Click Audience dashboard.
  3. Click the Manage Audience drop-down and choose Signup forms.
  4. Scroll to the Form builder tile, then click Manage forms.
  5. If you have more than one audience, click the Current audience drop-down and choose the one you want to work with.
  6. Click the Forms and response emails drop-down, and choose Final welcome email.
  7. Check the box next to Send a final welcome email to turn the final welcome email on, or uncheck the box to turn it off.
    Check Send a final welcome email box

To view or edit the final welcome email, use the Form Builder.

From audience settings

To enable or disable the final welcome email from your audience settings, follow these steps.

  1. Click Audience.
  2. Click Audience dashboard.
  3. If you have more than one audience, click the Current audience drop-down and choose the one you want to work with.
  4. Click View Contacts.
  5. Click the Settings drop-down and choose Audience name and defaults.
  6. Check the box next to Send a final welcome email to turn the final welcome email on, or uncheck the box to turn it off.
    Cursor Clicks - Checkbox - Final welcome email
  7. Scroll down and click Save Audience and Campaign Defaults.
    audience-settings-button-saveaudiencecampaigndefaults

To view or edit the final welcome email, use the Form Builder.


Overview of this feature. Click here

Troubleshooting this feature? Click here


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