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 Code List where your unique codes are stored
- Create a Code Email configuration that triggers when a new Mailchimp subscriber is added
- Create, or modify an existing, welcome automation email and add the necessary merge tag and optimal automation settings.
- Configure the Code Email to use your Code List as the code source
- Activate and test the integration
Create a Code List for your unique codes
Under the Code List tab, choose to "Create a new Code List". In this example, we'll create a manual code list where we can import our own set of codes. You can also create autogenerated code lists that connect to support platforms lite Shopify and Woocommerce, they will create the codes automatically in your store when needed.
Create a Code Email configuration
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. Once connected, you can choose which email list you'd like to monitor for new subscribers.
- Next, we want to send out our email from Mailchimp so we'll choose to use Mailchimp as the sender. In order to display a code in our welcome email, we need to tell Coupon Carrier which list field it should store the code in. We recommend creating a new field called Coupon. You can use the "Create a new field" option to quickly create a new field.
- If you already have a Mailchimp automation configured in your Mailchimp account, you can select it in the dropdown. You'll need to do some modifications to your automation to ensure that the email contains the merge tag for our coupon and that it has the correct conditions to ensure that the email is sent out smoothly. In the next section, you'll see how we create an automation in Mailchimp and what the necessary settings are.
Create a Custom Automation in Mailchimp
From the Automations section, create a new Classic Automation (If you want to use a Journey, see this article). Next, select Custom. This is important because other types will not allow us to access the conditional segment settings that we need in the next step.
Once you've given your automation a name and selected your email list, we need to change some settings to allow the automation to trigger immediately for new signups. Click edit next to the trigger option and change the trigger to Signup. And set the delay to Immediately.
We also need to add a segment condition to prevent the welcome email from being sent before Coupon Carrier has added the unique code to the subscriber. This would result in an email without a code in it. To prevent this from happening, we can add a segment filter to the automation to only send it if the Coupon field isn't blank. 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.
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 by using the "Merge Tags" dropdown where you can find your coupon field where you chose to store the code in.
- Continue to the next step and start your automation. Then we'll head back to Coupon Carrier where you can refresh the list of Mailchimp automations and choose your newly created automation.
Select your Code List as the 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). If you created a code list as shown earlier, you can choose to pick an existing code list and select the list from the dropdown.
Activate and 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.