Configure Mailchimp

NOTE

The Mailchimp e-mail service provider is available as an add-on. It can be installed from Sana Apps. In Sana Admin click: Apps > Add-ons.

It might happen that you don't have permissions to install Sana Apps, for example, if you have a customized project or it was disabled by a webstore administrator intentionally. In this case, you need to contact your Sana partner or project manager.

In Sana Admin click: Apps > Add-ons. Find the Mailchimp add-on and install it, if it is not installed yet. When the Mailchimp add-on is installed, you can configure it from any tab on the Add-ons page by clicking on the Configure button .

The table below provides the description of the Mailchimp add-on settings.

Settings

Description

API Key

Enter the API key of your Mailchimp account. It is needed to set up integration between Sana Commerce Cloud and your Mailchimp account. Click on the Test key button to make sure the add-on is successfully connected to Mailchimp.

To find the API key, log in to Mailchimp, click on your profile name, and then click: Account & billing > Extras > API keys. For more information, see Sign Up for Mailchimp Account.

Audience

Linked audience

Select the audience you created in Mailchimp. Sana Commerce Cloud manages the audience and pushes your registered customers, guests, and subscribers there.

For more information, see Manage an Audience in Mailchimp.

Keep audience in sync with Sana

Enable the setting to allow Sana Commerce Cloud to take control that the Mailchimp audience you selected is filled exclusively with Sana contacts. Sana Commerce Cloud synchronizes your Mailchimp audience with all Sana contacts.

Default subscription status

Select the default subscription status for a new customer who registers in the Sana webstore. The available options are:

  • Non-Subscribed

  • Subscribed

For more information, see Manage an Audience in Mailchimp.

Tags

Tags are labels that can help you organize your contacts.

Customer segments

Select a customer segment that will fetch the customers from your ERP system based on the filter expressions configured in the selected customer segment. The customers who satisfy the filter criteria set in the selected customer segment will be imported from Sana Commerce Cloud to Mailchimp.

Customer data from ERP will be imported only for those customers who have shop accounts in Sana.

For more information on how to create customer segments in Sana Admin, see Customer Segments.

e-Commerce

Sync e-commerce data

Enable this setting to export all available e-commerce data such as products, orders, customers, and shopping carts from Sana to Mailchimp.

Vendor field

Specify the ERP product entity field which is considered as a product vendor.

Troubleshooting

Troubleshooting mode

Enable this setting to diagnose, identify, and resolve issues if any occur. It includes more detailed and extensive logging.

Fields Mapping

On the Mailchimp configuration page in Sana Admin, you can find the default fields that are used to export specific customer data from Sana to Mailchimp. The name of these fields starts with the prefix SCC-.

You can find these fields in Mailchimp, on the Contact page.

You can use this data to personalize your e-mails. For example, fields mapping can be useful if you want to send automated friendly birthday e-mails to your subscribers. To do this, you need to map the Birthday Mailchimp field with the Sana field of a date type, and then run the Customer data export scheduled task to export the customer data from Sana to Mailchimp.

For more information, see the official Mailchimp documentation Create an Automated Birthday Email.

Before configuring fields that should be sent from Sana to Mailchimp, make sure you have already created them in the Mailchimp account.

Step 1: In Mailchimp click: Audience > Audience dashboard.

Step 2: On the Audience page, select View audiences from the Manage Audience dropdown.

Step 3: Select your audience and on the Audience page, click: Settings > Audience fields and *|MERGE|* tags. Here you can manage the fields available to your audience's signup forms.

To add a field, click on the Add A Field button, and when you are done, click Save Changes.

For more information, see the official Mailchimp documentation Set Default Merge Values for an Audience.

Step 4: Add the custom fields to the customer profile or registration form. In Sana Admin click: Setup > Profiles & addresses.

Step 5: In Sana Admin click: System > Scheduled tasks. Run the Customer import scheduled task.

Step 6: Map the fields on the Mailchimp add-on configuration page in the Sana Admin.

Step 7: Run the Customer data export scheduled task.

Once you export the customer data from Sana to Mailchimp, you can find this data in the Contact Information section in Mailchimp.

Step 1: In Mailchimp click: Audience > All contacts.

Step 2: Select the necessary contact and in the Contact Information section, you can see the exported fields and specific customer data.

Scheduled Tasks

To make sure your audience, webstore catalog, shopping carts, and sales orders are always up to date, configure the scheduled tasks listed below to run daily.

In Sana Admin click: System > Scheduled tasks.

  1. Run the Product data export scheduled task to create an e-commerce store in Mailchimp and export your product data from Sana Commerce Cloud and ERP to Mailchimp.

  2. Run the Customer data export scheduled task to export all customers who satisfy the filter criteria set in the selected customer segment, and newsletter subscriptions to your Mailchimp audience. The Customer data export task updates the list of customers and newsletter subscriptions in Mailchimp, for example, if there are new customers, the customer's data or subscription status has changed.

  3. Run the Order data export scheduled task to export sales order data from the ERP system to Mailchimp.

Store Connection

After you connect your store, you can manage your store connection and turn on recommended e-commerce features in the Integrations section of your Mailchimp account.

To find your connected store, log in to Mailchimp, click on your profile name, and then click: Account & billing > Extras > Custom Website. Click Manage your sites.

To disconnect the connected store from Sana, log in to Mailchimp, click on your profile name, and then click: Account & billing > Extras > Custom Website. Click Manage your sites. At the bottom of the page, click Disconnect.

For more information, see Synchronize Your Audience with E-commerce Data.