MailChimp

Want to connect Mailchimp to AEvent?

AEvent avatar
Written by AEvent
Updated over a week ago

New leads generated for your AEvent timelines can be sent via API to your MailChimp account at the time of registration.

Then, through AEvent, you can initiate timeline actions, triggering the right message for the right audience at the right time, with your email sequences fully customized and dynamic, unlocking full evergreen automation potential.

Timeline Actions:

Adding your MailChimp Account to AEvent

In order to add your MailChimp Integration, you will need to first navigate to Integrations within AEvent, click Add Integration, and then search / select MailChimp.

Then, name your integration as you see fit, and click 'Add.'

When you click on 'Add,' a pop-up from MailChimp will appear. Please log in to your MailChimp account.

Once logged in, you will need to click on Allow to grant access.

Once your MailChimp account has been successfully added, you will be see it's Connected state, and you are able to click on 'Test'.

A successful connection will yield a positive test result. Congratulations, your MailChimp account is now successfully connected to AEvent!

Configuring your MailChimp Integration within a Timeline

In order to utilize your MailChimp Integration within AEvent, you need to activate it within the timeline you are working with. To do this, open the timeline you are working with.

Then select Integrations, set your MailChimp Integration as Active, then click on the cogwheel to define your settings.

Within the Integration Settings, we can select either a List and also a Tag to add the registrants to (when they register).

We HIGHLY RECOMMEND clicking on Custom Fields (Personalization) - Show, and setting up some custom personalization fields.

These are values that include not only email and name (Join Link, Replay Link, Day of Webinar, Day of Week, Time, UTM Tracking Parameters, etc.) and are sent along with the new subscriber information to MailChimp.

We've made the creation of these fields easy, and by clicking the 'Create System Fields button', AEvent will automatically create within MailChimp the needed Custom Fields, while selecting those values within AEvent.

You can also use the Create Single Field to create a single Custom Field within MailChimp. OR you can manually create fields / use pre-created fields. If you manually create a new field within your MailChimp integration, you will need to click on Refresh for it to appear here.

Once you create your custom fields, you can click out of the pane, as the initial setup of your MailChimp integration within THIS AEvent timeline is now complete!

Creating a Timeline Action to Add a MailChimp Tag

Setting up a timeline action to Add a tag from a contact within MailChimp is Easy.

Within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your MailChimp Integration and Add Tag.

Then, enter the desired tag name to use. (DO keep a note of what you used for your reactive campaign within MailChimp)

Once you've created or selected the tag in which you want to add, just click on Create.

Your Add Tag Action has now been created, and you can view it on your timeline. Per the example above, 15 minutes prior to the event starting, an action will occur that will add a tag to all registrants registered for the scheduled event.

Creating a Timeline Action to Add to (or Remove from) a MailChimp Campaign

Setting up a timeline action to Add to (or remove from) a Campaign is fairly easy.

Within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your MailChimp Integration and Add to Campaign.


If you have created the campaign since your last integration refresh, you may need to refresh your integration before finding the newly created campaign. (you can do this within Integration MailChimp Settings.

Once you've selected the MailChimp Campaign that you wish to Add To, just click on Create.

Your MailChimp Campaign Action has now been created, and you can view it on your timeline. At the date/time you selected, the subscribers matching the audience you selected will now be added to this campaign.

Creating a Timeline Action to Move a Subscriber to a Different List

First, Within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your MailChimp Integration and Subscriber Move List.

In this example, we will move a Non-Attendee to a different list 1 day after the event at 8:00 AM EST. Because we want to MOVE the matching leads, we've also selected 'Delete from previous list'.


After clicking on Create, your action will be created and viewable on your timeline.

When this action occurs, it will now move all registrants that match the Non-Attendee Audience to the new list and delete them from the original list.

Creating a Timeline Action to Delete a Subscriber

If you wish for an automation action to occur that will delete a certain audience at a certain time from your MailChimp account, these are the steps.

Within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your MailChimp Integration and Delete Subscriber.

After clicking on Create, your action will be created and viewable on your timeline.

When this action occurs, it will delete all subscribers matching the audience selection from your MailChimp Account. DO NOTE: This does not remove the registrants from your AEvent account.

Using AEvent Custom Fields as Personalization values inside your Emails

When registrant information is sent to MailChimp on registration, any custom fields that you have set up will be sent along as 'Personalized Content' or 'Personalization Tags.' You can use these dynamic tags to not only populate the normal fields like First Name, but you can also use Join URL, Replay URL, Day of Webinar, Time of Webinar, etc.

Below, we are in the MailChimp email editor, and here, using the Personalize Option, we can search out all of the fields that are being sent at the time of Registration.

You can also use these values within your email editor as hyperlinks (Join US button). If you click on Insert, MailChimp will paste into your email editor the short-code

(the example above JoinURL for us would be *|MMERGE14|* HOWEVER this value changes for each user.)

Then we can highlight a word within the email editor, click the hyperlink icon, and paste *|MMERGE14|* as the Web Address (URL).

Clicking insert creates an HTML link for CLICK HERE text in our email. Now, when someone clicks the link, it's their join link, and it will take them to the event!

How to reconnect your MailChimp Integration

If you are encountering issues with your MailChimp integration, it is possible that the API key issued from MailChimp has been reset or changed. If you click 'Test' and it is NOT successful, the first step we recommend is reconnecting your integration.

By clicking Re-Connect, you will be prompted to log in to MailChimp and Authorize App.

Once logged in, you will need to click on Allow to grant access.

Once reauthorized, your integration will show as Connected, and you will be able to click on 'Test'.

A successful connection will yield a positive test result. Congratulations, your MailChimp account is now successfully Re-connected to AEvent!


How to remove your MailChimp Integration from AEvent

If you want to remove your MailChimp integration from AEvent, you need to navigate to Integrations, locate your MailChimp integration, and click on the trashcan icon.

You then will be prompted to confirm deletion.

(NOTE: Removing this integration will immediately affect its use with any timelines that it is active in.)

If you are experiencing issues with this integration but do not desire to REMOVE it, we recommend reconnecting it instead. This will allow it's configuration to

continue as set within your timelines.

Once you confirm removal, the integration within AEvent no longer exists.


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