Mailchimp Integration Instuctions

The long sought out  Mailchimp integration has arrived! If you use Mailchimp to send marketing emails to your customers, you can now use the Mailchimp integration to pass program-related data directly into your Mailchimp account. Sending rewards and referral program-related emails directly from Mailchimp makes it easier to manage your marketing drips, ensure that customers receive the right email at the right time, and better target customers based on their program status.

Setting Up the Integration

To get started, head into the Settings section of your Swell account, and select Mailchimp from the dropdown menu in the Integrations box. When you do so, you'll receive a prompt asking you to "Add Integration". Once you click "Add Integration" you will be directed to the Mailchimp site where you must log-in using your Mailchimp account info:

Awesome, almost there! The final step is choosing which list you would like your Newsletter Signups and program-related emails to sync too:

And voila! Your Mailchimp account is integrated with Swell. If you'd ever like to change the list you are using, just click the "Settings" button under your Mailchimp integration as seen below. 

What's Going to Show Up in My Mailchimp Account?

Properties- This is any pertinent Swell data about the customer (e.g. point balance, unique referral link, etc.). Each time it updates (for example, if a customer earns more points), Swell will automatically update it in Mailchimp as well.

The  merge tags below are the tags available for you to use in any Swell-Mailchimp emails you'd like to send to your customers, giving it a more personalized feel.

Which Emails Do You Recommend Setting Up in My Mailchimp Account?

Using your properties data, there are an incredibly wide variety of emails you can send using the Swell-Mailchimp integration. This section describes some of the most popular emails we recommend sending, and includes the email tags you'll need to place the appropriate program data in each email.

Program-Related Emails

Want to send customers an email with their referral link? Or include their up-to-the-minute point balance? No problem!

Encourage Customers to Share Their Referral Link

We highly encourage you to send an email to your customers with their unique referral link. Upon receiving your email, they can forward it directly along to all of their friends, and hopefully earn you tons of referral-based business in the process!

Wherever you'd like to include the customer's unique referral link in your email, just insert this merge tag:

"Want to earn even more rewards to our store? Send out your referral link, *|SWELL_REFL|* ,to your friends & family so they can take advantage of the 10% discount and you can get rewarded with a 10% discount too after they make their first purchase!"

You can edit any of the "default" text included in the example to better match your tone and style.

Update Customers on Their Point Balance

In almost any of your emails, it's never a bad idea to update your customers on their point balance! Better yet, all it takes is a simple line of code:

"You're really racking up on your points! At the moment you have *|SWELL_PBAL|* points. Refer back to you Rewards Program to see just how close you are to your next discount!:)"

Points and Redemption Reminder Emails

In the Email Notifications section of your Swell account, you'll notice two emails called "Points Reminder" and "Redemption Reminder". Rather than sending these through Swell, you can configure MailChimp to send something relatively similar using your existing templates!

Points Reminder

The goal of the Points Reminder email is to automatically trigger an email to customers who have points at the store to encourage them to come back and make additional purchases; it's designed for customers who don't quite have enough points at the store to be able to redeem yet.

In the Automation section of your MailChimp account, select the "Custom" option from the menu on the left hand side, and then click Add Automation. You can call the new automation whatever you'd like, but once you name it, you'll arrive at a new (blank) automation screen:

Now, there are two parameters you'll want to enable to achieve greater control as to who receives this email.  You'll want to 1) only trigger it a certain number of days following a purchase (we recommend 30 days after as a default), and 2) limit it to customers who have more than 0 points, but fewer than the number required to earn your first redemption option. For example, if your first redemption option costs 500 points, you'll want to limit this email to people with less than 500 points.

To do that, first click on the "Edit trigger" link to the right of the Trigger header. Click on the Change Trigger link, select E-Commerce, and then choose the "purchase any product" option from the menu -- that will ensure that this email is only triggered to a user after he or she has bought something from the store:

Then, make sure that you change the "Wait" option to how many days you'd like to wait after that last purchase to send the Points Reminder email. While we recommend 30 days as a default, you may also want to make that timeframe longer or shorter depending on how frequently you expect customers to make another purchase from the store.

Make sure to save the new trigger, and customers will only receive the email 30 days after they make a purchase.

Now, let's limit the email to only those customers with more than 0 points, but fewer than the number of points our first redemption option costs. In this example, we'll assume our first redemption option costs $500 points.

To do that, start by clicking the Edit Segment button under the My Custom Workflow box:

In the Edit Segment menu, check the Choose segmentation conditions box, select the "Subscribers match the following conditions" radio button, and then find the "Swell Point Balance" option in the resulting dropdown menu. For this particular example, we want to send it to customers where "Swell Point Balance" is greater than 0, and then add a condition where Swell Point Balance is also less than 500. Here's what the completed setup looks like:

Click the Save Segment button, and you're all set! You're now ready to design the corresponding email that you'd like to send when a customer meets all of the conditions that we set up. 

For sample copy that goes along with the Points Reminder email, we recommend clicking on the Customize button in the Points Reminder email in your Swell account, which can be found in the Email Notifications section.

When you're ready, take the new automation live, and make sure to track results!

Redemption Reminder

The Redemption Reminder email is nearly identical to the Points Reminder email, but in this case, the goal is to let the customer know that they actually have enough points to redeem. Using the example we set forth in the Points Reminder section, we would only want to send this email to customers who have at least 500 points:

Just make sure to add an email with language that encourages the customer to visit the store and redeem (instead of make a purchase to earn more points)! 

Lastly, keep in mind that you can also set the Points Reminder and Redemption Reminder automations to run at the same time! Because we set them to run to mutually exclusive customer segments, we ensure that no customer would ever receive both emails 30 days after purchase.