Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now...

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Transcript of Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now...

Manual: Setting up a

Mailchimp IntegrationAUTOMATED MARKETING WITH MAILCHIMP

Requirements

To enable Mailchimp Integration with Medusa you

need:

Medusa Server or Coworker or Guest Appliance

Mailchimp Account

Branded Gateway already set up

And then you need to order Mailchimp Integration

at one of these levels.

100 Events / Month

1000 Events / Month

5000 Events / Month

Ordering

Request a quotation and place your order in

normal way

Then fill out the form with your specific details, as

shown further down this document.

What is the ‘Branded

Gateway’?

Mailchimp integration is attached to the Branded Gateway for

Guests.

You need to have this set up first. If you don’t please ask for the

appropriate form.

User sees this after accessing WiFi

network.

This is the Branded Gateway that

comes with Medusa – logo, text and

subtitle are editable.

User clicks “Guest”.

Back Office - Data is transferred here

(not displayed to operator)

Customer setup tasks on

of MailchimpYOU WILL NEED A MAILCHIMP ACCOUNT AND TO SET UP A LIST TO RECEIVE THE GUEST EMAIL ADDRESSES

#PLEASE SET THIS UP BEFORE ORDERING#

Get the Mailchimp API Key

Transfer this key to

order form – include

suffixGo to ‘Your Account’, then ‘Extras’, then ‘API Keys’

Now create a Mailchimp List

Add List Merge Fields

Every Guest that is added fixed content

Email, First, Last, Created

But there is also optional additional data. To use this

you must add Merge Field IDs to your list:

LOCATION or BUILDING which is taken from the title

of your branded gateway screen

SOURCE which is always “WiFi” but useful if you are

merging these contacts with other lists

CREATED (date of access). Note the Merge ID for

this is now “INDATE”

Thus go: Settings, List Fields

You need to go

here to add

Merge Fields if

you want extra

data

Add Merge Fields

Both Field Label & Tag columns required

And your list will look like this

Now get the List ID and

add to form

Transfer this to

order form

Filling out the order formYOU WILL BE SENT THE LINK FOR THIS FORM

Step1 – your details

Step2

Step3

Send Welcome option

On the order form you can specify that a “Send

Welcome” email is sent immediately the user is added to the list.

This includes unsubscribe links. For that reason

some operators prefer to wait and send an

automated email later.

A note on Double Option

Double Optin mena stat the Send Welcome

message option sends a link to the Guest which needs to click in order to be added to the list.

Normally this is not used in WiFi access situations

If you need it, please click the text box below but

be aware that WiFi access is immediate and

ignores Double Optin

Service Note – Mailchimp

config on CRM

Guest Access ErrorsWHAT HAPPENS WHEN GUEST DOESN’T COMPLY TO

RULES

Gateway Checks

When the Guest enters an email address, the

Medusa gateway performs basic checks:

Is the email address well formed?

We may also test if email domain looks capable of

receiving emails.

We have gateway log data on request (for a month or so) if you need to investigate errors.

Mailchimp Tests

Mailchimp does additional tests

Does email look fake?

Look like spam?

Is it generic and not true identity (egadmin@)

Also note that validity checks occur bioth at entry (right) and also when running a campaign, when differet rules apply.

Refer the Mailchimp KB on

compliance tips here

Now you are on your

own…

Now your Mailchimp list is being populated, we

suggest you investigate Mailchimp for:

Automated & timed follow up emails

Discover the ‘transactional’ email design

Link guest identity to your website tracking

And much more. Just start with Mailchimp

Knowledgebase, plus also YouTube and other resources.

Contact detailsMedusabusiness

Wallace House

17-21 Maxwell Place

Stirling, FK8 1JU

Scotland

Pre Sales Support

01786 230830 Opt 3

sales@medusabusiness.com

www.medusabusiness.com

Medusabusiness is a trading style of Phoenix Broadband Ltd