Mailchimp Integration Overview

Spiffy is proud to announce our direct integration with Mailchimp. Integrating Spiffy with your Mailchimp account will let you easily get your customer information over to your Mailchimp audience and trigger email automation that you have set up.

In this quick overview, we will show you how to get connected, and how you can start triggering tags to apply to your audience member for things like purchases and billing automation!

A few things to note as you get started:

- Our direct integration with Mailchimp only supports syncing to 1 audience. You will be asked to select the Mailchimp 'Audience' that you want Spiffy to add contacts to, and the 'Email Status', when connecting Mailchimp for the first time.

- Mailchimp does have a limited API, but Spiffy makes use of the most powerful parts: Adding contacts to your audience, and the ability to add/remove tags for purchase and billing automation

- When setting up Tag Add/Remove actions for purchase or billing automation, you will be required to type in the name of tags that you may have already created in Mailchimp.The Mailchimp API does not support the ability to pull in a list of tags to choose from

- When setting up Tag Add/Remove actions for purchase or billing automation, if you type in a tag that does not exist in Mailchimp, Spiffy will create the tag in Mailchimp the first time the action is triggered by any contact

- Mailchimp does have a limitation surrounding their standard 'Address' fields, which means Spiffy is unable to sync data to them. Currently we recommend creating custom fields for 'Address' in Mailchimp, as their API does support our ability to map Spiffy fields to custom Mailchimp fields

Connecting your Mailchimp account to Spiffy:

From the Spiffy Dashboard, click on the 'Profile' icon, and select 'Integrations'

From the 'Integrations' list, find and click on 'Mailchimp'

Click 'Connect Mailchimp' to open Mailchimp's Integration Authorization confirmation.

Click 'Allow' on the Mailchimp Integration Authorization screen.

Back in the Spiffy integration settings, just select the 'Audience' and 'Email Status' that Spiffy will use when sending over contact information when purchases are made.

Click 'Save Settings'

Now, when orders are placed on your Spiffy Checkouts, we will automatically send over your contact's 'Name', 'Email' and 'Phone Number'(when included on a checkout) as orders are placed on your Spiffy checkouts.

Now you are ready to start setting up purchase actions, as well as billing actions to apply tags in Mailchimp that can be used to trigger email automation!

Setting up Purchase Actions and Billing Automation Actions

With Mailchimp integrated, Spiffy will automatically sync contacts that place orders over to the Mailchimp 'Audience' that you selected when connecting your account, but you will also be able to set up actions in Spiffy to apply tags to those Mailchimp contacts when purchases are made. This lets you trigger specific email automation in Mailchimp that you have set up.

Setting up Purchase actions in the Spiffy Checkout Editor

In the Spiffy Checkout Editor, select 'Integrations'

Click on 'Add Action'

Select an event type: Purchase, Purchase Addon, or Purchase Upsell

Select 'Mailchimp' from the integration list.

Select an available action: Add Tags or Remove Tags

Type in the tag that you want to apply or remove in Mailchimp, when this action is triggered. Note: If you type in a tag that does not exist in Mailchimp, it will be created in Mailchimp the first time the action is triggered.

Click 'Finish'

When you are ready, just 'Publish' your checkout to activate your integration actions


Setting up Billing Automation actions

From the Spiffy Dashboard, click on the 'Profile' icon and select 'Automation'

Click on 'Add Action' and select the event type that you want to set up (ex: Payment Failed; Card Expiring; Subscription Canceling etc..)

Select 'Mailchimp' from the integration list

Select an available action: Add Tags or Remove Tags

Type in the tag that you want to apply or remove in Mailchimp, when this action is triggered. Note: If you type in a tag that does not exist in Mailchimp, it will be created in Mailchimp the first time the action is triggered.

Click 'Finish'

Continue to set up other Billing Automation actions as needed

When finished, just click 'Save Automations'

Now, when the specific billing automation actions are triggered, the Add or Remove tag actions that you set up will fire, modifying your Mailchimp contact's tags accordingly!


We hope you find this introduction to our direct Mailchimp integration helpful. If you have any questions about getting set up, shoot us a note at Support@Spiffy.co

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