Mailchimp - Revision history

SarahK: /* Activating Mailchimp */

2022-12-27T19:56:41Z

‎Activating Mailchimp

PeterM at 14:13, 17 August 2022

2022-08-17T14:13:15Z

SarahK at 17:19, 17 March 2022

2022-03-17T17:19:04Z

John at 17:05, 10 March 2022

2022-03-10T17:05:46Z

John: /* Creating an Automated Campaign */

2022-01-25T13:06:36Z

‎Creating an Automated Campaign

SarahK at 15:07, 10 September 2021

2021-09-10T15:07:01Z

Lawrence at 13:30, 27 July 2021

2021-07-27T13:30:42Z

SarahK at 19:06, 22 July 2021

2021-07-22T19:06:33Z

SarahK: /* Importing Existing Customers */

2021-07-22T18:24:57Z

‎Importing Existing Customers

SarahK: /* Initial Setup */

2020-08-27T20:27:17Z

‎Initial Setup

@@ Line 30: / Line 30: @@
 </table>
-== Activating Mailchimp ==
+== Activating MailChimp ==
 Because this addon ships with WHMCS by default, you only need to create a Mailchimp account and activate the addon through the Admin Area.
@@ Line 38: / Line 38: @@
 # If you do not yet have a MailChimp account, you can [https://go.whmcs.com/1297/mailchimp-create-account create a free account here].
 # Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Addon Modules]]''' or, prior to WHMCS 8.0, '''Setup > Addon Modules'''.
-# Click '''Activate''' for "'MailChimp'".
+# Click '''Activate''' for '''MailChimp'''.
 # Click '''Configure'''.
 # Select the admin role groups who will have access to this addon.

@@ Line 43: / Line 43: @@
 # Click '''Save Changes'''.
 # Log in to MailChimp.
-# Go to '''Account > Extras > API keys'''. [[File:Mailchimp1.png|500px]]
+# Click the icon next to your name at the bottom left of the page.
 # Click '''Create A Key'''.
 # Copy the key to your clipboard. We also recommend giving the API key a label in your MailChimp account (''API Key for WHMCS'' in the example below).<br>[[File:Mailchimp2.png|500px]]
@@ Line 64: / Line 66: @@
 # Enter a name for your new automation (in this example, ''Follow up on SSL purchase'').
 # Choose the mailing list that you connected with your WHMCS installation. The campaign overview will display.
-# Click ''Edit Trigger'' to choose the applicable product category. <br/>[[File:Mailchimp7.png|500px]]  <br/>This example uses ''SSL Certificates'' as the product category.<br/> [[File:Mailchimp8.png|500px]]
+# Click '''Edit''' next to the trigger to choose the applicable product category.<br/>[[File:Mailchimpedittrigger.png|500px]]  <br/>This example uses ''SSL Certificates'' as the product category.<br/> [[File:Mailchimp8.png|500px]]
 # Click '''Save'''.
 # Design your campaign's emails. You must create at least one.<br/> [[File:Mailchimp9.png|500px]]

@@ Line 1: / Line 1: @@
-MailChimp integration is available in WHMCS 7.3 and later.
+== About this Addon Module ==
 MailChimp is an email marketing and automation platform. It is free to use for up to 2,000 subscribers and allows up to 12,000 emails per month.
@@ Line 15: / Line 13: @@
 * Rewards for your best customers (based on order count or total spent).
-== Signup ==
+<table class="table" style="text-align:center;margin:1em 1em 1em 0;background:#F9F9F9;border:1px #AAA solid;border-collapse:collapse;width:100%;">
-If you do not yet have a MailChimp account, you can [https://go.whmcs.com/1297/mailchimp-create-account create a free account here].
+== Activating Mailchimp ==
-==Initial Setup==
+Because this addon ships with WHMCS by default, you only need to create a Mailchimp account and activate the addon through the Admin Area.
-−
-To set up integration with MailChimp:
+To do this:
 # Log in to MailChimp.
-# Navigate to '''Account > Extras > API keys'''. [[File:Mailchimp1.png|500px]]
+# Go to '''Account > Extras > API keys'''. [[File:Mailchimp1.png|500px]]
-# Click '''Create A Key'''. A new key will be automatically generated for you.
+# Click '''Create A Key'''.
 # Copy the key to your clipboard. We also recommend giving the API key a label in your MailChimp account (''API Key for WHMCS'' in the example below).<br>[[File:Mailchimp2.png|500px]]
 # Enter the API key in WHMCS. You will see this screen the first time you access the MailChimp addon after activating it.<br>[[File:Mailchimp3.png|500px]]
 == Creating an Automated Campaign ==
@@ Line 47: / Line 56: @@
 # Log in to your [https://login.mailchimp.com/ MailChimp account].
 # Navigate to '''Create > Automations'''.
-#Click '''Get Started'''.
+# Click '''Get Started'''.
 # Click '''Check out Classic Automations'''.
 # Choose the '''E-Commerce''' options.<br>[[File:Mailchimp4.png|500px]]
@@ Line 80: / Line 89: @@
 # Click '''Next'''.
 # Follow the displayed instructions to upload the CSV export and complete the import process.

@@ Line 45: / Line 45: @@
 To create an automated campaign:
-# Log in to your [[https://login.mailchimp.com/ MailChimp account]].
+# Log in to your [https://login.mailchimp.com/ MailChimp account].
 # Navigate to '''Create > Automations'''.
 #Click '''Get Started'''.
@@ Line 51: / Line 51: @@
 # Choose the '''E-Commerce''' options.<br>[[File:Mailchimp4.png|500px]]
 # Select your desired email from the list of premade options or click '''Custom''' to create a new campaign using advanced mode. For example, to create an onboarding automation for new customers, you would choose these options:
-## Select ''Follow up on purchases''. This option sends email after an applicable purchase according to your settings. [[File:Mailchimp5.png|500px]]
+## Select ''Follow up on purchases''. This option sends email after an applicable purchase according to your settings. <br/>[[File:Mailchimp5.png|500px]]
-## Select ''Product category''. This option only sends email for purchases of specific types of product. [[File:Mailchimp6.png|500px]]
+## Select ''Product category''. This option only sends email for purchases of specific types of product. <br/>[[File:Mailchimp6.png|500px]]
 # Enter a name for your new automation (in this example, ''Follow up on SSL purchase'').
 # Choose the mailing list that you connected with your WHMCS installation. The campaign overview will display.
-# Click ''Edit Trigger'' to choose the applicable product category. [[File:Mailchimp7.png|500px]]  This example uses ''SSL Certificates'' as the product category. [[File:Mailchimp8.png|500px]]
+# Click ''Edit Trigger'' to choose the applicable product category. <br/>[[File:Mailchimp7.png|500px]]  <br/>This example uses ''SSL Certificates'' as the product category.<br/> [[File:Mailchimp8.png|500px]]
 # Click '''Save'''.
-# Design your campaign's emails. You must create at least one. [[File:Mailchimp9.png|500px]]
+# Design your campaign's emails. You must create at least one.<br/> [[File:Mailchimp9.png|500px]]
 == New Customers ==
@@ Line 73: / Line 73: @@
 # Select the fields to export. We recommend '''First Name''', '''Last Name''', '''Company Name''', and '''Email Address'''.
 # Click '''Filter''' to generate the report.
-# In the top-right corner, click '''Tools''' and choose '''Export to CSV'''. This allows you to download a list of your customers in the CSV format. [[File:clients-csv-8-2.png|500px]]
+# In the top-right corner, click '''Tools''' and choose '''Export to CSV'''. This allows you to download a list of your customers in the CSV format. <br/>[[File:clients-csv-8-2.png|500px]]
 # Go to MailChimp.
 # Navigate to '''Lists''' and choose the list you want to import customers to.

@@ Line 46: / Line 46: @@
 # Log in to your [[https://login.mailchimp.com/ MailChimp account]].
-# Navigate to '''Campaigns > Create Campaign'''.
+# Navigate to '''Create > Automations'''.
-# Choose '''Create an Email'''.
+#Click '''Get Started'''.
-# Select the '''Automated''' tab.
+# Click '''Check out Classic Automations'''.
 # Choose the '''E-Commerce''' options.<br>[[File:Mailchimp4.png|500px]]
 # Select your desired email from the list of premade options or click '''Custom''' to create a new campaign using advanced mode. For example, to create an onboarding automation for new customers, you would choose these options:

@@ Line 1: / Line 1: @@
 MailChimp integration is available in WHMCS 7.3 and later.
-==What is MailChimp?==
+== What is MailChimp? ==
 MailChimp is an email marketing and automation platform. It is free to use for up to 2,000 subscribers and allows up to 12,000 emails per month.
-The WHMCS MailChimp integration uses MailChimp's ecommerce API to synchronize customer, order, and abandoned cart data with your MailChimp account. This allows you to use MailChimp's advanced ecommerce automation to set up manual and automated campaigns.
+The WHMCS MailChimp integration uses MailChimp's ecommerce API to synchronize customer, order, and abandoned cart data with your MailChimp account. This allows you to use MailChimp to set up manual and automated campaigns.
-This includes, but is not limited to:
+This includes:
 * Thank you messages to new customers.
-* Automated follow-up messages on abandoned carts.
+* Automated followup messages on abandoned carts.
 * Onboarding or drip-feed campaigns to new customers.
 * Attempts to recapture lapsed customers who haven't bought anything recently.
 * Rewards for your best customers (based on order count or total spent).
-==Signup==
+== Signup ==
 If you do not yet have a MailChimp account, you can [https://go.whmcs.com/1297/mailchimp-create-account create a free account here].
@@ Line 25: / Line 25: @@
 # Navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Addon Modules]]''' or, prior to WHMCS 8.0, '''Setup > Addon Modules'''.
 # Locate the "'MailChimp'" module and click '''Activate'''.
-# Assign your admin user role group (typically ''Full Administrator'') access to the addon.
+# Grant addon access to your admin user role group (typically ''Full Administrator'').
 # Navigate to '''Addons > MailChimp'''.
-The first time you access the MailChimp addon you will be guided through a setup process that connects your WHMCS installation with your MailChimp account.
+== Creating a MailChimp API Key ==
-===Creating a MailChimp API Key===
+You must provide a MailChimp API key as part of this process. If you do not have a MailChimp account, you can [https://go.whmcs.com/1297/mailchimp-create-account create a free account here].
 To create a MailChimp API key:
 # Log in to MailChimp.
-# Navigate to '''Account > Extras > API keys'''.<br>[[File:Mailchimp1.png|500px]]
+# Navigate to '''Account > Extras > API keys'''. [[File:Mailchimp1.png|500px]]
 # Click '''Create A Key'''. A new key will be automatically generated for you.
-# Copy this key to your clipboard. We also recommend giving the API key a label inside your MailChimp account so you know what it is used for (''API Key for WHMCS'' in the example below).<br>[[File:Mailchimp2.png|500px]]
+# Copy the key to your clipboard. We also recommend giving the API key a label in your MailChimp account (''API Key for WHMCS'' in the example below).<br>[[File:Mailchimp2.png|500px]]
 # Enter the API key in WHMCS. You will see this screen the first time you access the MailChimp addon after activating it.<br>[[File:Mailchimp3.png|500px]]
-==Creating an Automated Campaign==
+== Creating an Automated Campaign ==
 To create an automated campaign:
@@ Line 52: / Line 51: @@
 # Choose the '''E-Commerce''' options.<br>[[File:Mailchimp4.png|500px]]
 # Select your desired email from the list of premade options or click '''Custom''' to create a new campaign using advanced mode. For example, to create an onboarding automation for new customers, you would choose these options:
-## Select ''Follow up on purchases''. This option sends email after an applicable purchase according to your settings.<br> [[File:Mailchimp5.png|500px]]
+## Select ''Follow up on purchases''. This option sends email after an applicable purchase according to your settings. [[File:Mailchimp5.png|500px]]
-## Select ''Product category''. This option only sends email for purchases of specific types of product.<br> [[File:Mailchimp6.png|500px]]
+## Select ''Product category''. This option only sends email for purchases of specific types of product. [[File:Mailchimp6.png|500px]]
 # Enter a name for your new automation (in this example, ''Follow up on SSL purchase'').
 # Choose the mailing list that you connected with your WHMCS installation. The campaign overview will display.
-# Click ''Edit Trigger'' to choose the applicable product category.<br>[[File:Mailchimp7.png|500px]] <br>This example uses ''SSL Certificates'' as the product category. <br>[[File:Mailchimp8.png|500px]]
+# Click ''Edit Trigger'' to choose the applicable product category. [[File:Mailchimp7.png|500px]]  This example uses ''SSL Certificates'' as the product category. [[File:Mailchimp8.png|500px]]
 # Click '''Save'''.
-# Design your campaign's emails. You must create at least one. <br>[[File:Mailchimp9.png|500px]]
+# Design your campaign's emails. You must create at least one. [[File:Mailchimp9.png|500px]]
 New customers will be added to MailChimp with their opted in or out status determined depending on their marketing e-mails selection during account creation (either via the registration page or when placing their first order). Information on configuring marketing e-mail automation can be found at [[Marketing_Emails_Automation|Marketing Emails Automation]]
@@ Line 69: / Line 69: @@
 To do this:
-# From the Admin Area, navigate to '''Reports > More'''.
+# Go to the WHMCS Admin Area and navigate to '''Reports > More'''.
 # Under '''Exports''', click '''Clients'''.
 # Select the fields to export. We recommend '''First Name''', '''Last Name''', '''Company Name''', and '''Email Address'''.
 # Click '''Filter''' to generate the report.
-# In the top-right corner, click '''Tools''' and choose '''Export to CSV'''. This allows you to download a list of your customers in the CSV format.<br> [[File:clients-csv-8-2.png|500px]]
+# In the top-right corner, click '''Tools''' and choose '''Export to CSV'''. This allows you to download a list of your customers in the CSV format. [[File:clients-csv-8-2.png|500px]]
 # Go to MailChimp.
-# Navigate to '''Lists''' and choose the list you want to import customers into.
+# Navigate to '''Lists''' and choose the list you want to import customers to.
 # Navigate to '''Add contacts > Import contacts'''.
 # Choose the CSV or tab-delimited text file option.
 # Click '''Next'''.
 # Follow the displayed instructions to upload the CSV export and complete the import process.

← Older revision		Revision as of 13:30, 27 July 2021
Line 60:		Line 60:
	# Design your campaign's emails. You must create at least one. <br>[[File:Mailchimp9.png\|500px]]		# Design your campaign's emails. You must create at least one. <br>[[File:Mailchimp9.png\|500px]]

		+	==New Customers==
		+	New customers will be added to MailChimp with their opted in or out status determined depending on their marketing e-mails selection during account creation (either via the registration page or when placing their first order). Information on configuring marketing e-mail automation can be found at [[Marketing_Emails_Automation\|Marketing Emails Automation]]

	==Importing Existing Customers==		==Importing Existing Customers==