This article is specifically aimed at Merchants who wish to enable our integration with MailChimp.
This set-up guide covers the steps you need to take to enable our Happy Birthday integration with MailChimp.
Our integration with MailChimp will push any new Birthday Club sign-up straight into MailChimp and will automatically disable email sending from within the Happy Birthday app. This article will walk you through enabling the integration.
To set-up this integration, you will need a MailChimp account. If you don't already have one, then you need to create a MailChimp account before returning to this article to follow the set-up steps.
Step 1. Generating a MailChimp API Key
Navigate to MailChimps's API page by following this path: Account > Profile > Extras > API Keys
Or you can use MailChimp's Search feature to look for the term API keys and then click on the relevant result:
If you already have a MailChimp API Key that you wish to use with the Happy Birthday integration, then, just copy the entire API Key value from your MailChimp account and move on to the next step in this guide.
If you don't already have a MailChimp API Key then you will need to generate one.
To generate a MailChimp API Key you will need to login to your MailChimp account. MailChimp Users with Manager permissions can generate and view their own API keys. Users with Admin permissions can also see API keys for other account users.
Once you have generated a key, give the key a label, such as Happy Birthday Integration or Happy Birthday App so that you have a meaningful reference as to what the key is being used for should you review your MailChimp API keys at a later date:
You can now copy the API Key value and navigate back to the Happy Birthday app within your Shopify store.
Step 2. Enabling the Integration within the Happy Birthday App
Click on the Integrations link from the main navigation within the Happy Birthday app and you will see a MailChimp integration section:
Click on the View Details button and the page will refresh.
Then click on the button labelled Enable MailChimp Integration:
You will be presented with a page that displays a message informing you that no Emails will be sent from the Happy Birthday App:
Add your MailChimp API Key
You will also see on this page a section where you can paste in your MailChimp API Key.
Paste in the key:
Select a MailChimp list/audience
After pasting in the API Key the page will then update to display a Fetch available lists button. Clicking on this will update a dropdown selector containing all of your available MailChimp Lists/Audiences.
Please select a list to use with the Happy Birthday App and then hit the Save Settings button:
That's it! A dialog will briefly appear to confirm that the MailChimp Integration settings have been saved:
What happens now?
When the integration has been enabled, we will create two new fields for your selected MailChimp Audience.
A Birthday field if one does not already exist and also a Birthday Discount Link field:
When you receive your next Birthday Club sign-up, that contact will be pushed through to your MailChimp account along with their Birthday (date of birth) and their unique Birthday Discount Link.
If the contact already exists in your MailChimp account, then we will only append the Birthday and Birthday Discount Link fields to their profile:
You will now need to set-up your Birthday email campaign and email template in MailChimp.
Need any help?
If you need any help setting up your MailChimp integration then please do just get in touch!