Follow the steps below to integrate your list building widget with MailChimp.

To begin: In your Personizely dashboard, click on the gear button in the top-right corner of your screen and choose "Settings" from the drop-down menu:

Settings

On the next screen, select the "Integrations" tab:

Integrations

In the Integrations tab, find MailChimp and click the "Connect" button:

Connect MailChimp

You will then be brought to a MailChimp login screen. Enter your credentials and click the login button at the bottom of the screen:

Connect Personizely to your MailChimp account

On the next screen, allow access to your account:

Allow Access

Note: Now you need to choose which list you'd like new subscribers to join.

In the "Widgets" tab, choose the widget you want to connect to your MailChimp list and click on the blue pencil to edit it:

Edit Widget

If there is already a subscription form present, click on the pencil to edit it:

Edit Element

Add an automated action:

Automation

Select the list where you would like the information/emails to be pushed to MailChimp, add the necessary Tags and then press the "Add" button:

Select List

Congratulations, you've now set up your Mailchimp sync!

Identifying visitors

In order for Personizely to identify your MailChimp subscriber and evaluate the lists and tags assigned to their profile, a connection needs to be established between them and Personizely.

To recognize someone clicking from your email as a subscriber, you will need to activate "E-commerce link tracking" for each campaign you'd like Personizely to recognize subscribers from.

Log into your MailChimp account. Choose "Campaigns" from the menu on the left:

Campaigns

Click on the campaign you'd like to add the tracking to, scroll to the bottom of the page to find "Settings & Tracking" and click on "Edit":

Settings & Tracking

Check the box beside "E-commerce link tracking" and click "Save":

E-commerce Link Tracking

Note: This process will need to be repeated for each campaign that you'd like Personizely to recognize subscribers from.
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