This connector allows you to create and/or update Subscribers of your MailChimp account, with answers from on any smart survey.
Find how by following these few steps:
In order to configure your mapping, you have to make sure your campaign is correctly set up.
Start by identifying what information you want to send to MailChimp, i.e. the answers you want to feed to MailChimp. Tag those questions to identify them easily when you will be creating the Mapping between MyFeelBack and MailChimp. By doing this, you will be able to use the same mapping for different surveys, which is pretty handy.
As the email address is essential, please make sure to collect it directly through a question in your survey or using an Attribute.
2 - Connect to MailChimp
To connect MailChimp to MyFeelBack, go to Settings -> App Integrations -> MailChimp.
Set up your API key and your List ID. Then, click on Save button.
Go to your Account in MailChimp to get the API key.
Your List ID is located in the Settings of the list.
3 - Mapping
Once you've connected MailChimp with MyFeelback, you can start designing your Mapping. In the side menu, select "Settings" and then "Mappings".
Then, click on the "Add mapping" green button :
and select MailChimp.
- Enter your targeted ID list.
- Name your mapping to easily remember it.
- In Distant CRM object, select "Subscriber". It corresponds to the element on MailChimp that you will feed with information.
- The Identification field is essential to link a contact between MyFeelBack and MailChimp. An email address (which has to be the same in MyFeelBack and MailChimp to ensure your mapping will work) will allow us to link the accounts.
- The Operation is the action done by the connector:
- Creation: If "Subscriber" is not found using the email address in the list on MailChimp, we create a new entry on MailChimp with the fields previously set up. If not, nothing happen.
- Update: If "Subscriber" is found using the email address in the list on MailChimp, we update an existing entry by writing over an old one on MailChimp. If not, nothing happen.
- Create or Update: If "Subscriber" is found thanks to the email address in the list on MailChimp, we update an existing entry by writing over an old one on MailChimp. If not, we create a new entry.
You now have to fill the Mapping fields:
A "Mapping field" is the link between the question in MyFeelback and a field in the Subscriber's sheet in MailChimp.
- Internal objects are the information to find in MyFeelBack (in this case, a question associated to a Tag named "Abandon").
- External fields are the fields which will be modified in MailChimp (in this case, a field called "Reason of non purchase" in your Contact sheet in MailChimp).
- Transformation could be used to change the way your data is collected before adding it to MailChimp. Please contact us via email (firstname.lastname@example.org) if you need more information.
Make sure to always add a "Mapping field" linked to your "Identification field" (in that case the email).
In our example, we feed our respondent answers to the questions tagged "Abandon" and "Name", to the fields "Reason of non purchase" and "Last Name" in MailChimp (External field of my Subscriber sheet in MailChimp). As you will see, we also get data about NPS, shoe size and the household of our respondent.
Do not forget to Save your changes.
4 - Actions
Once your mapping is ready, you need to use it in an "Action" in your Campaign to make it work each time a respondent submit your survey. On the "Set actions" tab of your Campaign, define your "when" and "if" conditions and make sure to select "Feed an application" as "Then" condition.
In our example, our scenario basically says: "When" a page is submitted and "If" this Page is called "Abandoning", "Then" Feed my CRM with this specific mapping.
Do not forget to Save your scenarios.All you need to do now is to deploy your Campaign and verify that everything works well in MailChimp.