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MailChimp

Sana Commerce 9.3
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Connect to MailChimp

To connect Sana to your MailChimp account:

Step 1: Create a customer segment which will fetch the customers from your ERP system based on the filter expressions, and then the customers will be imported to MailChimp. For more information on how to create customer segments in Sana Admin, see "Customer Segments".

 NOTE

After creating the customer segment, in most cases you will need to run the Customer import task. When the Customer import task is running, try to avoid running the MailChimp task with the newly created customer segment at the same time. This will ensure the expected result and also avoid unnecessary conflicts.


Step 2: Open Sana Admin and click: Tools > Scheduled tasks.

Step 3: Find the "MailChimp" task and click Edit.

Step 4: Set up the MailChimp settings.

The table below provides description of the "MailChimp" task settings.

Settings Description
Run on schedule Use this option to enable automatic running of the "MailChimp" 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 click: Account > Extras > API keys.
Create default segments 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 not 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".

     MailChimp free plan supports only 1 audience. Therefore, if you want to export Sana newsletter subscribers to MailChimp, you must purchase an additional audience.
Enable single requests If this option is enabled, the API requests to MailChimp are sent one by one. By default, this option is disabled.
Reset existing Sana merge fields When this option is disabled:
  • The default Sana merge fields remain the same and only the data is updated when running the MailChimp task.
  • Data of the additional Sana merge fields is updated every time when you run the MailChimp task.
  • The fields created by the user manually directly in MailChimp in the "Sana Store_Customer information" list are not influenced by the MailChimp task.

When this option is enabled:

  • When running the MailChimp task, the default Sana merge fields will be first deleted from MailChimp and then recreated with all the valid data.
  • Data of the additional Sana merge fields is updated every time when you run the MailChimp task.
  • The fields created by the user manually directly in MailChimp in the "Sana Store_Customer information" list are not influenced by the MailChimp task.
Resubscribe unsubscribed emails If you enable this option, all customers which have been unsubscribed by the MailChimp user will be subscribed again. This option has an effect only on those customers that were unsubscribed by a user in MailChimp. Those customers that unsubscribed using the link in the e-mail sent via MailChimp cannot be subscribed again using this option. Such customers can be subscribed again in the MailChimp manually.
Print detail log Use this option to see the detailed log of the "MailChimp" task. If this option is enabled, all requests and responses to/from MailChimp will be logged.
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 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" 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 to 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 the MailChimp best practices, the MailChimp add-on for Sana creates a single list of customers and keeps it updated afterwards, instead of creating a new list. The list is created in MailChimp with the following name "{website name_Customer information}". For example, if there are new customers that meet the conditions of the configured customer segment, you can run the "MailChimp" task and it will update the list of customers in MailChimp.

Sana creates a static customer segment in MailChimp with the same name as the selected customer segment in the "MailChimp" scheduled task settings and with the "Sana_" prefix. When you run the "MailChimp" task for the next time, it either updates the existing customer segment in MailChimp, if its name hasn't been changed in Sana, or creates a new one, if you have selected another customer segment in the "MailChimp" task settings. The list of customers created by Sana in MailChimp is updated with the appropriate customer data. You can use the segments created by Sana in Mailchimp in your e-mail campaigns.

Do not create several customer segments with the same name neither in Sana nor in MailChimp. This can cause an issue, like removing the customer segment with the same name from MailChimp or replacing the existing customer segment by the one that has the same name.

In some cases, the customer emails can be hard bounced due to various circumstances. These emails can be identified by the "cleaned" status in MailChimp. The e-mails with the "cleaned" status cannot be subscribed to the list again.

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.

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Updated: January 2021