How to send unique codes to new Mailchimp subscribers
Coupon Carrier can be configured to monitor your email list for new subscribers, and when one is added, it will apply a unique code to a specified list field in the same way you would store their name or other subscriber data.
In most cases, you would use a standard Mailchimp welcome automation to trigger an email to be sent immediately after a subscriber has signed up.
To show the code in this welcome email you would use a merge tag (ex: *|COUPON|*) to insert the newly applied code when the email is sent.
Here are the steps needed to get started:
- Create a new list field that Coupon Carrier can use to store the unique code in.
- Create, or modify an existing, welcome automation email and add the necessary merge tag and optimal automation settings.
- Configure a Code Email configuration in Coupon Carrier
- Test the integration
Create a list field
Go to the settings of your Mailchimp email list, where there is a section named "List fields and *|MERGE|* tags".
Choose to "Add A Field" at the bottom of the page and select "Text" as the field type. Name your new field "Coupon" as the label (first input) and "COUPON" as the tag name (second input). You should also uncheck the "Visible?" checkbox to hide this field in any form or popup that you might have.
Create a welcome automation
Create a new campaign and choose "Automated Email". On the next page, there is an option to create a "Welcome new subscribers" automation, pick this and give it a name and select which email list you want to send this to. Once created, you need to switch over to use the advanced settings by clicking "Use advanced settings" at the top just below the automation title. This will allow you to set more advanced segment conditions.
Add segment condition
Sometimes, Mailchimp can delay their notification to Coupon Carrier. This can cause the welcome email to be sent before Coupon Carrier has added the unique code to the subscriber. To prevent this from happening, you should add a segment filter to the automation with the condition to only send it if the Coupon field isn't blank. This will make sure that the automation will wait until the field isn't blank before it will be sent.
To add this condition, edit the "Filter by segment or tag" and choose to filter based on a segment condition where the list field, usually named Coupon, isn't blank. Note! If you don't see the edit link, make sure that you first pause the automation if it's running. You can't edit an automated email that is currently sending.
Edit email and add merge tag
Now it's time to edit the email and add the merge tag in order to include the unique code. Edit your email design and add the tag |COUPON| in the place where you would like the code to be shown. Note that your list field might have another name.
Create a Code Email configuration in Coupon Carrier
Create a new Code Email configuration by clicking "Create a New Configuration" on the configurations tab.
Choose to trigger on an "App Event Trigger" and select the Mailchimp integration followed by connecting to your account or selecting an existing connection.
Select your email list
Select which email list you'd like to monitor for new subscribers. If the list you're selecting is connected to Shopify, then a message would appear letting you know that you might need to add some extra configuration for it to work properly.
Choose list field and welcome email
In the next step, you can choose how the email should be sent. In this example, will select Mailchimp because we'd like to use the welcome email that we created earlier.
Once selected, you can pick the list field in which Coupon Carrier should store the unique code. This would usually be the Coupon field that we created earlier.
Since we want Mailchimp to send out the welcome email, pick the first option "Use an existing automated welcome email" and select the welcome automation that you'd like to use. If there are any issues with the automation, you'll be notified.
Pick your code source
The final step is to select which code list you'd like to use as a source for your codes. You can either import your own codes into a code list or use an autogenerated code list (currently Shopify and Woocommerce).
Test the integration
Before you can test the integration. Save your configuration and make sure it's activated. Once activated, your email list will be monitored for new subscribers. In Mailchimp, open your email list and add a new subscriber to your list. Shortly after, you should receive the welcome email with the unique code. Note that in some cases, Mailchimp can have slightly longer delays until their automated email is sent, we've seen delays for up to an hour in some cases. If there are any issues you should be able to see the error in Coupon Carrier under rejected requests for your configuration. Contact us if you have any issues or questions.