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:
In the drop-down menu choose and click "Settings":
On the next screen, select the "Integrations" tab:
In the Integrations tab, find MailChimp and click the "Connect" button:
You will then be brought to a MailChimp login screen. Enter your credentials and click the login button at the bottom of the screen:
Note: Now you need to choose which list you'd like new subscribers to join.
Click on the "Widgets" tab on the head portion of your screen:
Then, click on the pencil to edit widget:
If there is already a subscribe form present, click on the pencil to edit:
Add an automated action:
Select the list where you would like the information/emails to be pushed to Mailchimp and then press the "Add" button:
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 him and Personizely.
To recognize someone clicking from your email as a subscriber, you will need to activate "E-commerce linking tracking" for each campaign you'd like Personizely to recognize subscribers from.
Log into your MailChimp account. In the top left corner of your dashboard, click "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":
Check the box beside "E-commerce link tracking" and click "Save":
Note: This process will need to be repeated for each campaign that you'd like Personizely to recognize subscribers from.
To begin: In your Personizely dashboard, click on the gear button in the top-right corner of your screen:
In the drop-down menu choose and click "Settings":
On the next screen, select the "Integrations" tab:
In the Integrations tab, find MailChimp and click the "Connect" button:
You will then be brought to a MailChimp login screen. Enter your credentials and click the login button at the bottom of the screen:
Note: Now you need to choose which list you'd like new subscribers to join.
Click on the "Widgets" tab on the head portion of your screen:
Then, click on the pencil to edit widget:
If there is already a subscribe form present, click on the pencil to edit:
Add an automated action:
Select the list where you would like the information/emails to be pushed to Mailchimp and then press the "Add" button:
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 him and Personizely.
To recognize someone clicking from your email as a subscriber, you will need to activate "E-commerce linking tracking" for each campaign you'd like Personizely to recognize subscribers from.
Log into your MailChimp account. In the top left corner of your dashboard, click "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":
Check the box beside "E-commerce link tracking" and click "Save":
Note: This process will need to be repeated for each campaign that you'd like Personizely to recognize subscribers from.
Published on: 19 / 05 / 2019