[2.0] Direct Integration with an Email Service Provider

[2.0] Direct Integration with an Email Service Provider


This article will address the integration in two sections; #1 - how to link or integrate MailChimp with bucket.io, and #2 - how to set up your funnel to tag people and add them to your MailChimp lists.


*Please note that direct integrations with Email Service Providers (ESPs) basically all follow the same steps, regardless of which one you work with. For this particular article, we are using MailChimp.


Information:

There are two ways to organize information in MailChimp - using tags that act as labels, or using merge fields, which are fields that capture permanent data relative to a contact that is not easily changed such as date of birth, address, etc.


  1. MailChimp Tags: If they have not been previously created in MailChimp, bucket.io will create them once traffic starts going through the funnel. 


  1. MailChimp Merge Field Mapping: Unlike tags, they must be created in MailChimp first, or bucket.io will not be able to find them and fill in the data.


Step #1: Integrate MailChimp and bucket.io


  1. From your bucket.io account, go to My Account by clicking on your name icon, located at the top-right corner.
  2. Once in your account, there is a menu at the left-hand side, click Add New Integration
  3. Click the MailChimp icon and it will pop up a window asking for an API Key




  1. Now, access your MailChimp account. The icon is located at the bottom-left corner, but remember that MailChimp may its position in the future. Simply look for the icon with the initial of your name.




  1. Then click Profile and once there click Extras, finally select API Keys from the dropdown menu



  1. Scroll down to the “Your API keys” section and copy the alphanumeric code
  2. Go back to your bucket.io account and paste the API key
  3. Click Save Integration *This is a very important step




Step #2: Set up the integration form


  1. From your Funnels page access the funnel settings by clicking the Options icon and selecting Settings




  1. Once in Settings, scroll down and select Integrations from the left-hand menu
  2. Click to select MailChimp and click integrate to funnel




  1. This will automatically open the integration form. Make sure you activate it by toggling the switch located at the right-hand side
  2. To fill out the integration form, you’ll be asked to select a list (Configure Your Mailing Lists) - make sure you select the appropriate one from the dropdown menu. Note: bucket.io will only pull records of existing lists
  3. Where do we tag people? We tag them based on their buckets (section #1 in the screenshot below) 
  4. You’ll see an empty field next to the bucket name (sections #2 in the screenshot below), type the existing name tag inside the empty field, if it does not exist in MailChimp yet, bucket will automatically create it




IMPORTANT:

  1. Just tagging them based on their outcomes is sufficient, however, if you need more detailed information we can use the following sections.



  1. Tag Your Questions - We can use this section to add additional tags but in this case, based on how they answer questions, for example, with a demographic question “select your age range” we can tag them based on the range they choose




  1. UTM Parameters - If you are bridging data from an outside source such as Facebook, referral pages, etc,. you can capture those variables in those fields




  1. Lead Capture Merge Field Mapping - Here we capture their contact information and the system automatically merges the name and email field. If for any reason it does not, simply select the appropriate field from the dropdown menu


Note: The system always adds an additional field next to the email address, and you can delete it if there are no plans to send the email address to a different field.




  1. Questions Merge Field Mapping - This section can be handy if you want to store participant’s exact responses in a given field. If you are using tags for this purpose already, then we suggest leaving this empty to avoid repeated entries




  1. If you are in the EU, you’ll need to set up the GDPR Tagging section or the GDPR Custom Field Mapping. Both do the same, as the only difference is how you plan to store people’s consent whether it is a tag or as a custom field.






  1. Lastly, click the Save Changes button


Related articles

  1. [2.0] Enabling GDPR


Still have questions? Feel free to reach out via support@bucket.io

Mon thru Fri, from 8:00 to 17:00




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