Follow the steps below to integrate your list building widget with MailChimp.
From your Personizely Dashboard, go to the “Settings” tab:
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:
On the next screen, allow access to your account:
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:
If there is already a subscription form present, click on the pencil to edit it:
Add an automated action:
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:
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:
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.
From your Personizely Dashboard, go to the “Settings” tab:
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:
On the next screen, allow access to your account:
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:
If there is already a subscription form present, click on the pencil to edit it:
Add an automated action:
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:
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:
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.
Updated on: 03 / 02 / 2022