Mailchimp

By integrating Easytools with your Mailchimp account, you can automatically add or remove customers from subscriber lists based on their purchase status.

Integrate with Mailchimp

First, connect Easytools to your Mailchimp account. You’ll need your Mailchimp API Key - check here for where to find it.

Then, follow these steps:

1. Go to the Store -> Automations section.
2. Select Apps from the top menu.
3. Click +New app in the top right corner.
4. Enter the connection Name and choose Mailchimp from the list of applications.
5. Enter your API Key.
6. Click Check connection.
7. Save the integration.

Configuring automation scenarios

Now that you're connected to your Mailchimp account, it’s time to create automation scenarios. You can do this via:

• Automations tab in your seller account
• Directly at your checkout configurator

Automatically adding customers to a list

You can automatically add customers to a chosen Mailchimp list based on their purchase activity.

Here’s a list of events that can trigger this automation:

• Order completed
• Subscription plan changed
• Access expires in 3 days
• Access expired
• Checkout session recovering
• QR code scanned
• Order synchronization
• Customer added to a waitlist
• Product assigned

To create the automation:

1. Go to the Store -> Automations section.
2. In the top menu, select the Scenarios tab.
3. Click +New scenario in the top right corner.
4. Enter a Name.
5. In the Event field, select the triggering event.
6. Assign the Product and Variants for which you want to run the scenario.
7. In the Select app field, select the previously created Mailchimp integration. (You can also create a new integration at this stage by selecting Connect new app, which will guide you through creating a new connection.)
8. In the Action field, select Add customer to list.
9. Choose the list
10. Click Save.
    

You can also create the scenario in exactly the same way in your checkout configurator:

1. Go to Store -> Products.
2. Open your product.
3. Click on the Automations tab in the top menu.
4. Click +New.
5. Follow the same steps described above to set up your automation.

Automatically removing customers from a list

Conversely, you can remove customers from your lists based on their purchase status. It works the exact same way as creating automation for adding customers to a list and uses the same triggers. All you need to do is change the automated action. Here’s how:

1. Go to the Store -> Automations section.
2. In the top menu, select the Scenarios tab.
3. Click +New scenario in the top right corner.
4. Enter a Name.
5. In the Event field, select the triggering event.
6. Assign the Product and Variants for which you want to run the scenario.
7. In the Select app field, select the previously created Mailchimp integration.

You can also create a new integration at this stage by selecting Connect new app, which will guide you through creating a new connection.

8. In the Action field, select Remove customer from list.
9. Choose the list.
10. Click Save.

Important: The automation will add all customers who e.g. made a purchase to a chosen list. So if your checkout includes marketing consent, automation will not verify its status. To handle this and other more advanced scenarios, you’d need to use a webhook - here’s a guide how to do it.

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