MailChimp

Sana Commerce 9.1
Your connector

Connect to MailChimp

To connect Sana to your MailChimp account:

Step 1: Open Sana Admin and click: Tools > Scheduled tasks.

Step 2: Find the 'MailChimp Integration' task and click Edit.

Step 3: Set up MailChimp integration settings.

The table below provides description of the 'MailChimp Integration' task settings.

Settings Description
Run on schedule Use this option to enable automatic running of the 'MailChimp Integration' task according to the configured schedule or disable it to allow only manual start of the task.

If you enable 'Run on schedule' you should enter either the interval in minutes when the task should run automatically or the fixed time.

Run interval (in minutes) Enter the time interval in minutes when the task should run automatically.
Run time Enter the fixed time when the task should run automatically. For the fixed time the date and time of the server is used.
Sana batch size Enter the quantity of customers that should be handled in one batch by Sana.
MailChimp batch size Enter the quantity of customers that should be sent to MailChimp in one batch. The recommended batch size is 10.
Maximum number of subscribers The maximum number of subscribers for your MailChimp account. The maximum allowed number of subscribers depends on your MailChimp pricing plan.
E-mail E-mail address of your company/the e-mail used for MailChimp account.
API-key The API key of your MailChimp account. It is needed to set up integration between Sana and your MailChimp account.
To find the API key log in MailChimp, click on your profile name and then: Account > Extras > API keys.
MailChimp Pro subscription Enable this option if you use MailChimp Pro.
Disable this option if you use MailChimp Forever Free.
Create default segments/templates If you enable this option the following default segments will be created in the MailChimp list:
  • Customers with open cart items:
    • Customer who added items to the shopping cart, but didn't proceed to checkout
    • Customers logged in within last two months
  • High revenue customers:
    • Customers with revenue greater than 100000
    • Customers logged in within last two months
  • Inactive customers:
    • Customers with number of orders greater than 0
    • Customers logged in within last forty days

A segment is a section of your list which contains subscribers with list information. MailChimp provides tools to segment your list subscribers using any information which is available in their subscriber profiles, like name, e-mail address, campaign activity, and group preferences, so you can target your campaigns to the right subscribers.

For more information about segments in MailChimp, see 'Segments'.

Copy newsletter subscriptions to MailChimp Using this option, you can export active Sana newsletter subscribers to MailChimp. For more information, see 'Newsletter Subscriptions'.
Enable single requests If this option is enabled, the API requests to MailChimp are sent one by one. By default, this option is disabled.
Print detail log Use this option to see the detailed log of the 'MailChimp Integration' task. If this option is enabled, all requests and responses to/from MailChimp will be logged.
Empty existing customer list If this option is enabled, all existing customers will be removed from the created MailChimp list 'SanaStore'. By default, this option is disabled.
Company name The company name of the account contact.
Address 1 The street address of the account contact.
Address 2 The street address of the account contact.
City The city of the account contact.
State The state of the account contact.
Zip The zip code of the account contact.
Country The country of the account contact.
Phone The phone number of the account contact.
Permission reminder Reason for getting the e-mail.
A permission reminder makes it clear in your campaign where your recipients signed up for the list. It's good to include this reminder as a refresher for your subscribers. MailChimp automatically inserts the permission reminder into all built-in templates.
Customer segment Select a customer segment which will fetch the customers from your ERP system based on the filter expressions configured in the selected customer segment. The customers which satisfy the filter criteria set in the selected customer segment will be imported from the database into MailChimp.
For more information on how to create customer segments in Sana Admin, see 'Customer Segments' on the Sana help web site.
Available segmentation fields Add fields which should be used to import customers' data to MailChimp. There are different sources of data which can be used to import customers' data to MailChimp, for example customer's data from ERP and customer's sales statistics. To add the field start typing the name of the field or put the mouse cursor into the segmentation fields box to see the list of all available fields.

If connection between Sana and MailChimp is established and you run the 'MailChimp Integration' task, all customers which satisfy the filter criteria set in the selected customer segment with the information based on the added segmentation fields will be imported from the database into MailChimp.

Customers list imported from Sana to MailChimp

Default segments created in MailChimp by the add-on

When you are done, you can start building your campaigns in MailChimp. Personalize your content and send the right news and offers to the right people.

     In accordance with MailChimp best practices the MailChimp add-on for Sana creates a single list of customers and keeps it updated afterwards, instead of uploading a new list. For example, if there are new customers that meet the conditions of the configured customer segment, you can run the 'MailChimp Integration' task and it will update the list of customers in MailChimp. If you reconfigure the 'MailChimp Integration' task, for example change the customer segment, and there are customers in your MailChimp list which no longer meet the conditions, these customers will be with the 'Cleaned' status in MailChimp. This means that e-mails will not be sent to these customers.

For more information about cleaned and unsubscribed customers, see 'View Unsubscribed and Cleaned Addresses' on the MailChimp web site.

For the detailed information about MailChimp features and its potential for your business, refer to the official MailChimp web site.