Please Note:
This article is specifically aimed at Merchants who wish to enable our integration with MailChimp.
There are two methods of creating an automation within MailChimp. Classic Automations and Customer Journeys.
However, if your MailChimp account was created recently then you may find that you are limited to using their Customer Journey method only.
Requirements for setting up a Customer Journey automation within Mailchimp
You will need to have a fully functioning MailChimp account on the Essentials plan or above. MailChimp's Free plan will NOT allow the use of their Customer Journeys feature:
You will, of course, also need the Happy Birthday app installed into your Shopify store.
MailChimp documentation on how to create a Customer Journey can be found here: Create a Customer Journey
If you already have a Customer Journey that you would like to use for your Birthday campaign, then you will need to add the Birthday Discount Link into the email. Please see the following article for more details on how to do that: MailChimp Customer Journey - adding the Birthday Discount Link to your email
Requirements for setting up a Classic Automation within Mailchimp
As mentioned above, you will need to have previously created a Classic Automation within your MailChimp account to have access to this method.
There are several ways in which you can check if you have access to Classic Automations:
When navigating to Automations > All journeys you will see a Classic Automations tab at the top of that page if you have access to that feature:
However, the path to creating a (new) Classic Automation is by navigating to Automations > Overview:
Providing that you do have access to Classic Automations, will see the following dialog at the top of that page:
Clicking on this will take you to the Classic Automation builder.
MailChimp documentation on how to create a Classic Automation can be found here: Create a Classic Automation
If you already have a Classic Automation that you would like to use for your Birthday campaign, then you will need to add the Birthday Discount Link into the email. Please see the following article for more details on how to do that: MailChimp Classic Automation - adding the Birthday Discount Link to your email
What Next?
We recommend reading the following articles:
How to set-up your Birthday email template in MailChimp
How to set-up your Birthday email campaign in MailChimp
Need any help?
If you need any help setting up your MailChimp integration then please do just get in touch!