Connect MailChimp CRM 

1. Login to your MailChimp account: https://login.mailchimp.com

2. Click your name in the upper-right corner and then select "Account" from the drop-down menu.

3. Click "Extras" from the navigation menu and then select "API Keys" from the drop-down menu.

4. Click the "Create A Key” button. You can also use an API key you've already created if you want.

5. Select and copy the key that is generated (or your existing key)

6. Open the OCU app within your Shopify store. Click the "Settings" button from the left-side navigation menu then click "CRMs". Paste the API Key into the "API Key" field and then click the green "Connect" button.

Your Mailchimp account is now connected to your OCU app via API!

Integration Options for Mailchimp

There are 2 integration options available for Mailchimp for the OCU app. Both options are gone over below. We recommend to use one integration option or the other, but not both.

1. "Mailchimp Ecommerce" option:

The main benefit of using this option is that it is easy to setup and works with the "Mailchimp for Shopify" app. You don't need to construct an email with Merge Tags as you would with the "Lists" integration option, it will work with the default abandoned cart templates in Mailchimp to create a single email or an emails series

*IMPORTANT NOTE: Effective March 22, 2019 the Mailchimp for Shopify Integration is No Longer Available for New Downloads. The integration will remain on for existing connected users through May 12, 2019. More details: https://mailchimp.com/shopify-statement/

When checked, this will allow MailChimp to send the Abandoned Cart Email for OCU abandoned checkouts just as it does for your standard Shopify checkout. 

Important: In order for this "MailChimp Ecommerce" option to show, you have to have the "MailChimp for Shopify" app installed on your store and synced with your MailChimp account. When connecting the "Mailchimp for Shopify" app to your Shopify store, you specify which list to add customers who agree to receive promotional emails from you to:

You can create single email to send to customers who have abandoned their checkout. 

OR you can create an emails series which can be triggered for some customer segment. 

You will most likely want to specify a customer segment so that it only sends the email series to customers who didn’t complete their checkout. We advise to use E-commerce conditions to specify this. For example you can use Purchase Activity : “has not purchased”. 

Important: If you have the "Cart Abandoned" list connected in the OCU app for MailChimp and you're also using the "MailChimp Ecommerce" option, then the customer may be added to two different lists and may receive two separate abandoned cart emails. It's recommended to use one abandoned cart option or the other, but not both to avoid sending of duplicate emails. 

2. "CRM Lists" option:

1. Select your Mailchimp Lists to use for the integration:

Select the desired list(s) from the fields titled “Cart Abandoned” List, “Order Completed” List or "Offer Product Purchased" List by clicking on the drop-down menu and selecting the list.

Important: Please don’t select the same list for all three options because it causes an issue with custom fields updating. By default, MailChimp doesn’t allow creating more than 30 fields for a particular list. The OCU app sends 51 custom fields in total. So all fields will not be passed if you connect the same list for all three options. 

How the Abandoned Cart functionality works

Once MailChimp is connected to the OCU it will automatically collect the following information and will automatically create the following Merge Tags in your MailChimp account:

The customers who did not complete their orders (Added to the "Cart Abandoned" list):

  • Last Abandoned Cart Item1 Name (OCU) (from 1 to 5)
  • Last Abandoned Cart Quantity1 (OCU) (from 1 to 5)
  • Last Abandoned Cart Price1 (OCU) (from 1 to 5)
  • Last Abandoned Cart Image1 URLs (OCU) (from 1 to 5)
  • Last Abandoned Cart Subtotal (OCU)
  • Last Abandoned Cart Date (OCU)
  • Last Abandoned Cart Restore URL (OCU)
  • Phone Number (OCU)
  • Accepts Marketing (OCU)

The customers who completed their orders (Added to the "Order Completed" list):

  • Last Placed Order Item1 Name (OCU) (from 1 to 5)
  • Last Placed Order Quantity1 (OCU) (from 1 to 5)
  • Last Placed Order Price1 (OCU) (from 1 to 5)
  • Last Placed Order Image1 URLs (OCU) (from 1 to 5)
  • Last Placed Order Cart Subtotal (OCU)
  • Last Placed Order Date (OCU)
  • Phone Number (OCU)
  • Accepts Marketing (OCU)

The customers who completed their orders AND purchased offer item(s) (Added to the "Offer Product Purchased" list):

  • Last Purchased Offer Item Name (OCU)
  • Last Purchased Offer Price (OCU)
  • Last Purchased Offer Image URL (OCU)
  • Last Purchased Offer Date (OCU)
  • Phone Number (OCU)
  • Accepts Marketing (OCU)

Set up an Email Campaign in Mailchimp

In order to configure emails for customer you need to follow these steps:

1. Inside your MailChimp account, click on the “Campaigns” tab and click “Create Campaign

Then you need to select "Regular campaign" from the list in order to create email template.

2. Select which list you want to send to and then specify if you want the email to be sent to the entire list or just some segment of it. When you're finished, click Next in the progress bar.

3. On the Setup step, input your Email subject, From name, and From email address. If you need, select tracking tools, connect social media, and configure advanced settings from the available options. When you're finished, click Next in the progress bar.

4. On the Template step, select one of the following options to create and add your content.

  • On the Basic tab, you can choose from flexible Drag and Drop templates.
  • Click Themes to select from pre-designed layouts.
  • The Saved Templates tab allows you to select from any templates you've previously saved or imported.
  • Campaigns lets you reuse one of your recently sent or draft campaigns for your current campaign. The Recently Sent section displays up to 25 campaigns most recently sent from your account. Only draft campaigns with content appear in the Drafts section.
  • The Code Your Own tab displays three ways to import a campaign layout from outside of MailChimp: Paste in code, Import from Zip, and Import from URL.

Select your option depending on your needs and your knowledge of web-development. Most convenient option for most cases is "Themes".

5. In the Design step, you'll input and customize your campaign content. You can add new blocks by drag-and-drop.

Then you need to add fields from the list into the template you selected above. Do this by selecting the block where you want to use some field and then pick the needed field using "Merge Tags" drop-down menu.

Note: Once added, the field's name will look like *|MERGEN|* and not the actual title like it appears in drop-down menu.

Any field can be pasted between HTML-tags to add the desired styles or properties to your email. In order to do this you need to switch to HTML-editor and apply tags.

For example, you could use the following construction in order to paste an image into the email template and set it's width (assuming that field contains image's URL):

<img src="*FIELD_NAME* " width="250">

MailChimp also allows you to use conditional operators to make the template more flexible: *|IF:FIELD_N|* Field's content *|END:IF|*.

This construction allows you to populate the email with the needed field's content only in the case when FIELD_N contains any value, otherwise it will just skip such content.

Example of a ready script:

<h4> Hi *|FNAME|* *|LNAME|* </h4>
 <p> *|MERGE8|* you added some products into your cart: </p>
      *|IF:MERGE10 != empty|*
         <img src="*|MERGE13|* " width="250">
         <p> *|MERGE10|* x(*|MERGE11|*) </p>
         <h2>*|MERGE12|*</h2>
     *|END:IF|*

It allows you to compile a body for the email which lists the contents of the abandoned cart along with product images. Note that you'll need to use variables for your own fields.

Additional information on dynamic email content could be found here: http://kb.mailchimp.com/merge-tags/smart/use-conditional-merge-tag-blocks

In order to preview your email, click the "Preview and Test" drop-down menu to Enter Preview Mode, Send a Test Email, Push to MailChimp Mobile, Open Link Checker, or customize Social Cards.

Click the x icon in the top-right corner of the screen to return to the Design step.

Once you're satisfied with your design, click Next in the progress bar.

6. Review the Pre-Delivery Checklist on the Confirm step. Click Resolve to navigate directly to the step to fix any errors that may appear. To make other changes, click the Edit button to return to a step.

When you've finished testing your campaign, you can either send the campaign immediately or schedule it to go out at another time. You can use buttons for it in the bottom-right corner of the screen.

If you're ready to send the campaign to your subscribers, click the Send button. The Prepare for launch modal will appear. To confirm, click Send Now. Your campaign is on its way!

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