You can use different integrations to connect your account with other systems like CRM- and marketing systems for you to be able to exchange data automatically.
One of those services that you can integrate in your account is Mailchimp.
This post contains technical details like generating API tokens. Please get in touch with an IT expert on your end to help you setting it up if you get stuck.
What is an integration?
Integration typically involves linking different software applications, services, or systems to enable smooth interaction and functionality.
For instance, integrating a customer relationship management (CRM) system with an email marketing platform allows customer data to sync automatically, enabling targeted email campaigns based on user activity.
How the Integration works with your account
An integration is based on a combination of a
- Trigger Event you want to react to. A trigger can be for example a new lead that submits his contact data on a Lead Form or a Digital Business Card
- Service that you want some action to be taken in e.g. Mailchimp
- Use Case that you want to be performed in the service if the trigger event has happened e.g. create a new contact
Integration building blocks for MailchimpHow to integrate Mailchimp with your account
1. Get a Mailchimp API Token
First, log into your Mailchimp account, click on your avatar (top right corner of the page) and go to Account and billing.
click on your avatar (top right corner of the page) and go to Account and billingClick on Extras > API keys.
Click on Extras > API keysScroll down and click on the button Create a key.
Click on the button Create a keyChoose a name and click on Generate Key.
Choose a name and click on Generate Key.Copy the key via clicking on the button Copy To Clipboard. Afterwards you can paste it into a Notepad (Windows) or TextEdit (Mac) so you don't loose it by accident. We will need it later.
Attention: You can only access the API Key once. So make sure to copy and store it for later use!
Copy the key via clicking on the button Copy To ClipboardSince we have an API Key now, we can continue to set up the integration in your account.
Head to our account and log in. Once logged in click on the menu Integrations.
Click on menu IntegrationsClick the button Connect to Mailchimp.
Click the button Connect to MailchimpNow it is time to fill out the integration form. First, choose a Name that you want to use. This will be shown later in your list of integrations. So, pick something that makes sense for you to easily find it again.
Fill out the integration formChoose a Trigger event you want to happen to start your integration. In our example we choose New Lead from your Digital Business Cards. This trigger is fired when a user exchanges his contact data on a Digital Business Card with the two-way contact sharing feature.
Choose a Trigger eventIf you want you can filter the trigger, so the integration workflow is only executed on a set of chosen Business Cards.
This becomes handy when you want to connect one card to Mailchimp and another card to a different service like Salesforce or to another Mailchimp account.
If needed choose a filter for your triggerIf you don't enter anything into the filter field, then the integration workflow is triggered on all Digital Business Cards.
Next, we need to choose a Use Case. A Use Case specifies which action should be taken in Mailchimp if the Trigger event has happened.
In our case we chose Add Contact. So every time a new lead from a Digital Business Card is being generated it gets added as a Contact in Mailchimp.
Choose a Use CaseNow enter the API Key that you copied from Mailchimp into the form. This ensures that our QR Code Platform can connect to Mailchimp and perform the necessary Use Cases.
Paste the Mailchimp API Key into the fieldNext, click on the button Connect to save the Integration and test the connection.
Now a popup appears where you can select the Email List in Mailchimp where the new contact should be added.
select the Email List in Mailchimp where the new contact should be addedIf everything worked out fine, you will get a success message. If there was a problem, please double-check that you pasted the correct API token into the field.
Success messageCongratulations, you just configured a Mailchimp integration workflow!
Please be aware that for every combination of Trigger and Use Case you must create a separate integration workflow.
3. Test your Integration
To know if the integration is working do the following test: Open a Digital Business Card and click on the button Exchange contact.
Click on Exchange contactThen fill out the form and click on the button Send Business Card.
Fill out the form and click on the button Send Business CardNow the magic happens and the contact John Doe is going to appear in Mailchimp a few seconds later.
New contact "John Doe" shows in MailchimpCongratulations, you've successfully set up a Mailchimp integration that works!