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Mailchimp: Gain new leads from chat

Ola G贸rska
9 min read
updated: Jan 10, 2025

Connect Mailchimp with 89点怎么玩 to harness the lead-generating power of live chat. Let your customers subscribe to your campaigns and newsletters while they fill out the pre-chat form, automatically add customers to Mailchimp Audiences from chat and view their Mailchimp profiles in the 89点怎么玩 Agent app.

This integration lets you:

  • add new contacts to your Mailchimp audience during chats
  • use data from chat interactions for targeted campaigns
  • view Mailchimp subscriptions alongside conversations
  • have multiple mailing lists separated by groups
  • display automated chat invitations with the option to subscribe
  • send a subscription form in chat
  • create 89点怎么玩 tickets from newsletter replies
  • create customer journeys based on chat events

InstallationLink icon

To install the Mailchimp integration navigate to the 89点怎么玩 Marketplace.

1
Select Install.
2
Select Connect with Mailchimp.
3
Log in to your Mailchimp account or create a new one.
4
Select Allow to connect 89点怎么玩 with Mailchimp.
5
Next, from the drop-down menu select the group to which you want to assign a Mailchimp audience. This option is only available when you have more than one group set up in 89点怎么玩.
6
From the dropdown menu select the first audience you want to connect with 89点怎么玩. You will be able to add more audiences and update the preferred one later. Then select Complete integration.
If you have two websites with two separate email lists, you can use the Groups feature in 89点怎么玩 to link each page to a separate audience.
If you have two websites with two separate email lists, you can use the Groups feature in 89点怎么玩 to link each page to a separate audience.

The Mailchimp integration is now installed. The subscription form for the Mailchimp audience you selected has been added to the pre-chat form for the 89点怎么玩 Group you selected. You can edit your audiences as well as the pre-chat form. For step-by-step instructions, see the next section: Settings.

SettingsLink icon

In this section we go through editing your settings:

  • Adding and deleting audiences
  • Updating connected audiences
  • Pre-chat form configuration
  • Email channel configuration

To adjust 89点怎么玩 settings for Mailchimp, go to Apps>A锘縫p Settings>.

To adjust 89点怎么玩 settings for Mailchimp, go to Apps>A锘縫p Settings>Mailchimp

Add or delete audiencesLink icon

89点怎么玩 needs to be connected to at least one Mailchimp audience for the integration to work. You can add more audiences in the integration settings, you can also delete audiences.

Add more audiencesLink icon

Once Mailchimp and 89点怎么玩 are connected, you can add as many audiences as you like to each group on your license. All you need to do is:

1
Go to Apps>A锘縫p Settings>.
2
Pick more audiences from the drop-down menu.
3
Select Connect.

Delete audiencesLink icon

To delete audiences simply click on the bin icon next to the audience you wish to delete.

To delete audiences simply click on the bin icon next to the audience you wish to delete.

Make sure you are not deleting the audience connected to your subscription form in the pre-chat form. To learn how to edit the audiences connected to the pre-chat form, see the section below.

89点怎么玩 requires at least one Mailchimp audience to be connected for the integration to work. If you delete an audience linked with the pre-chat form, make sure to select a different audience in its place.

Update connected audience in pre-chat formLink icon

To edit the audience in the subscription form of the pre-chat form:

1
Go to Apps>A锘縫p Settings>.
2
Select the Pre-chat survey tile to open the options.
3
From the drop-down menu, select which audience should be included in the pre-chat survey.
4
Select Save.

Now your customers will be able to subscribe to the audience you selected when they fill out the pre-chat form.

Customize your pre-chat formLink icon

The beauty of the Mailchimp integration is that your customers can subscribe to your newsletters and campaigns while they fill out the pre-chat form before they start a chat. The opt-in to subscribe is automatically added to your pre-chat form when you connect Mailchimp with 89点怎么玩. You can edit it in Settings>Forms>.

Edit the pre-chat form.

1
From the drop-down menu select the group for which you want to edit the pre-chat form (this option is available when you have more than one group set up on your license).
2
You can edit the welcome message as well as the opt-in message. The changes will be visible in the preview on the right.
3
Optionally, mark the email field as required to make sure all customers provide their email address.
4
To finalize, select Save changes.

Repeat for other groups you have connected with Mailchimp.

Send sign-up form in chatLink icon

Send your newsletters sign-up forms directly in chat or display them automatically with campaigns. Customize them to fit your brand鈥檚 style and visibly grow your audience.

Set up and customizeLink icon

Navigate to Apps > App Settings > .

Select Set up on the Sign-up form tile.

Connect Mailchimp audiences to your form.

You can connect multiple audiences to allow visitors to subscribe to multiple newsletters on a single form.
You can connect multiple audiences to allow visitors to subscribe to multiple newsletters on a single form.


Choose under what names you want your audiences to be displayed on the form.

Expand Customize form content to proceed.

Customize Email label, Email placeholder, Button, and Confirmation text.

Select Save to complete the setup.

Your agents can now send the sign-up form in chat. All they have to do is select the Mailchimp icon in the details column, and select Send signup form.

Moreover, customers can select the Subscribe button on the chat widget, from their perspective, expanding the form any time they need.

And you can use it in automated campaigns! Read the next chapter to learn how to set it up.

Use automatic subscription invitesLink icon

The signup form can also be displayed as a campaign, an automatic invitation to sign up. Mailchimp integration grants you access to the dedicated campaign template for that purpose.

In order to set up the signup campaign:

1
Navigate to the Apps>A锘縫p Settings> Mailchimp.
2
Add audience to your signup form. If you already have an audience assigned, you can proceed.
3
Select Create campaign.
4
Select either a Recurring or a One-time section.
5
Select Sign up for a newsletter campaign.
6
Edit the campaign. Change picture and texts to fit your website style. See this tutorial to learn more about editing campaigns.
7
Select Next: set conditions to proceed.
8
Select conditions which should apply to display the subscription invitation to a visitor. You can find more about the conditions here.
9
Save to finalize the setup.
Make sure to have an audience assigned before creating the signup campaign. Otherwise, it won鈥檛 work properly, and will only confuse your visitors.

You can use the templates to A/B test your invitations to subscribe: experiment with different colors of the action button, different images, or different conditions. See which version converts best.

Campaigns can be used for so much more. Apart from building your lead base, they can be used to generate leads, automate targeted marketing, guide customers around your website, schedule appointments, or announce new features on your website.

To learn more about campaigns, see this article.

View the customer鈥檚 Mailchimp details in 89点怎么玩Link icon

While the customer is chatting with you, you鈥檒l be able to see the Mailchimp audiences they are subscribed to in the 89点怎么玩 Agent app. Select the tile to see more details, such as the audiences this contact is subscribed to as well as their Mailchimp rating.

### View the customer鈥檚 Mailchimp details in the 89点怎么玩 Agent app: chats view.

If they unsubscribed from any of your newsletters or campaigns, you can see which ones and the reason they unsubscribed, if they provided it. You can also go to their profile in Mailchimp from here.

Filter contacts by data from 89点怎么玩Link icon

Enhance subscriber profile information for marketers using Mailchimp as a marketing CRM.

Once customers subscribe to your newsletters or campaigns, they鈥檒l be added to your Mailchimp Audiences. When you view an Audience in Mailchimp, you’ll be able to see which customers have subscribed via 89点怎么玩. This will allow you to:

  • Monitor 89点怎么玩 conversion
  • Create dedicated campaigns for customers who subscribed via 89点怎么玩

When you view individual contacts, you’ll be able to see 89点怎么玩 events assigned to particular customers - 鈥Finished chat鈥 and 鈥ChatTagged鈥. Use these events to build event-triggered automations!

89点怎么玩 events in the Mailchimp contact view.

Build event-triggered automationsLink icon

The integration with 89点怎么玩 enables you to create behavior-based automations in Mailchimp. This means that the moment your chat with the customer ends, or gets tagged, their journey with you can begin!

To enable event-triggered automation, go to Apps>A锘縫p Settings> and switch the toggle.

The Customer Journey Builder in Mailchimp has a pre-built 89点怎么玩 trigger. When you set this trigger in a customer journey, the customer is added to the journey once their chat ends or gets tagged. This way you can follow up with customers who came to chat with your team, send them a survey or a special offer.

When you integrate 89点怎么玩 with Mailchimp, a new starting point is added to your Mailchimp Customer Journey Builder.听

Building automations based on 89点怎么玩 data is very straightforward. All you need to do is go to your Mailchimp account>Automations>Customer Journey Builder, choose Start from scratch, then New starting point>Integration and API, and choose the 89点怎么玩 event there. Mailchimp will present you with an option to use 鈥淐hat finished鈥 and “Chat tagged” as a starting point for your customer journeys.

S锘縠tup steps for chat finished eventLink icon

1
First stop - your Mailchimp account. Log in using your credentials.
2
Select Automations from the left-hand column.
3
Select Build from scratch.
4
Fill in the name of your new automation. We recommend the name 89点怎么玩 to separate this journey from any other you may run. Select Start Building to proceed.
5
Select Choose A Starting Point.
6
Proceed to API & Integrations.
7
Select Chat finished.
8
Select Save Starting Point.

From here on out, your finished 89点怎么玩 chats will automatically trigger this email journey. Now let鈥檚 see how we can trigger emails once chats get tagged.

S锘縠tup steps for chat tagged eventLink icon

T锘縣e setup steps for the chat tagged event are very similar to chat finished event steps. You can follow the same steps up until step five and then continue with the instructions below:

1
Instead of selecting Chat finished starting point, select Event API.
2
Select chat_Tagged from the dropdown list.
3
Select Save Starting Point to finish the setup.

I锘縯’s done! Now check the example emails that you could send out to your audience.

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