MailChimp is an email marketing service, sending over 10 billion marketing emails per month on behalf of its users. It connects the Shopify customer records and links it to a mailing list within MailChimp. ReCharge creates a customer record for each customer, connecting automatically.
Note: MailChimp and ReCharge can function together without enabling a direct integration if Mailchimp is already integrated into Shopify. However, to ensure customers who went through ReCharge checkout (i.e. they purchased a subscription product) agreed to marketing, you must upload them into MailChimp to update their customer profile. We do now offer a basic integration which automatically adds a customer to a specified list when they cancel their subscription (i.e. a purchase item is cancelled).
Base integration (enabling in Shopify but not ReCharge)
If you've already enabled the Shopify integration for Mailchimp, new and existing customers, along with their orders will be imported into your designated list. The only missing information that you'll need to update is whether a subscriber agreed or did not agree to receive marketing (since subscribers go through ReCharge's own checkout).
To update this information, you can use our ReCharge Customer CSV export in the Reports section of your Dashboard. This CSV will designate if they're active or not, you can then use MailChimp's CSV upload to compile this data into a list.
Within MailChimp you can check/pre-check 'Accepts Marketing', it will then set this value as True for the customer in Shopify. It will read that value when importing customers.
After you connect your store to MailChimp and turn on eCommerce tracking, you may want to target subscribers who made certain purchases. Segmentation lets you view and send to customers based on what they order, when they order, how much they spend, and other criteria. In this article from MailChimp's Knowledge Base, you can learn in great detail about their eCommerce segment options.
How the base integration with MailChimp works
When a Shopify order is completed, a web hook is processed to see if the customer agreed to marketing. If so, they are subscribed to the list at MailChimp.
When a Shopify order is paid for, order information is passed to MailChimp via API methods to support eCommerce data.
When an order is cancelled in Shopify, MailChimp will delete the order from the customer's E-Commerce profile in MailChimp to ensure that the Shopify store and MailChimp are in sync with correct order information.
When a customer account is created, updated or deleted, MailChimp checks to see if the customer agreed to marketing. If so, the customer is subscribed to the list at MailChimp. If the customer did not agree to marketing, the customer is unsubscribed.
When a customer unsubscribes in MailChimp, the customer account will be updated in Shopify to reflect that they no longer wish to receive marketing.
If you have any further questions on setting up MailChimp and functionality, reach out to their support team.
How the updated ReCharge Integration works with your cancelled customers
Cancelled customers can now be automatically added to a designated list if any of their purchase item statuses are changed to cancelled.
Purchase Items can become cancelled if a subscription expires, the amount of card declines acceptable by a storeowner is exceeded, or the customer or store admin cancels via the ReCharge customer/admin portal.
Enabling the enhanced ReCharge Integration
The MailChimp integration requires an API key to be collected from MailChimp and manually entered into ReCharge:
- Install both applications into merchant's Shopify store
- Go into your MailChimp account, select Account, then Extras, and select API Keys
- Copy the API Key listed there or create one if you have not already and copy afterward.
- Go to Integrations in ReCharge, and select Get
- You'll be taken to a second page, where you'll be asked to enter an API Key and select the list you'd like cancelled subscribers to be added to:
- If you need help with creating a list in Mailchimp first, see this guide.
If you have any questions or issues that come up with setting up the MailChimp integration, contact firstname.lastname@example.org.