[2.0] Setting up the Mailchimp Integration in bucket.io

[2.0] Setting up the Mailchimp Integration in bucket.io

Before we begin 

According to Mailchimp, Tags are labels you create to help organize your contacts. Tagging lets you bring your own contact structure into Mailchimp and label contacts based on data you know about them. Tags are highly customizable, so you can create and assign them as you see fit. Merge Field Mapping, on the other hand, is used to store permanent information about contacts.

Here are some ideas of when to use Tags versus Merge Field Mapping:

  • Use Tags to indicate someone belongs to the XYZ segment, but use Merge Field Mapping to store their referral ID or source ID (Source: Facebook, website, Linkedin, etc).

  • Use Tags to indicate that someone is a potential customer, but use Merge Field Mapping to store the response they gave to a specific and important question.

  • Use Tags to indicate that someone downloaded a blueprint, but use Merge Field Mapping to store the segment they belong to.

*Please note that both Tags and Merge Field Mapping can be used as conditions when creating segments and automation start triggers inside Mailchimp.

STEP # 1: Set up the integration

After completing all steps from the article “Integrating Mailchimp with bucket.io”, click Funnels at the top navigation menu to go back to your list of funnels. From there, locate the Funnel that will be integrated and click Edit (the Edit button is located at the right-hand side of each funnel), represented by a green button with a pen symbol.

  • Click Settings, which would consequently display the settings menu of the Funnel 

  • Click Integrations, which would display all of the available apps to integrate with

  • Click the Mailchimp  icon, and this will automatically open the Integration form, which is a very user friendly drop-down menu

  • Important! Toggle on the integration at the top-right corner

NOTE: The automatic save function only applies to what is done in the Canvas and Builder, so anything in the Integration Page requires a click to the “Save Changes” button to make sure the set up is saved.

If you are thinking about using Merge Field Mapping to capture responses, there is one more step we need to follow inside Mailchimp - if not, feel free to skip this part and jump right to step #2.

  1. We don't create Merge Fields in bucket - this actually happens inside Mailchimp
  2. All fields need to be created in Mailchimp before starting step #2, and then we map them to the respective question in the integration form (step#2 in this article)
  3. Regardless of the type of information that we wish to store, all Fields should be created as Text type, or else bucket will not be able to input any data
Taken from Mailchimp's help documentation this article teaches how to create Field, specifically in the section Add and delete fields in the audience settings. *Click the hyperlink if you wish to open the article from Mailchimp directly
  1. Click the Audience drop-down and choose Audience dashboard
  2. Cursor Clicks - Audience dashboard - Audience Dropdown
  3. If you have more than one audience, click the Current audience drop-down and choose the one you want to work with
  4. Click the Manage Audience drop-down and choose Settings
  5. On the Settings page, click Audience fields and *|MERGE|* tags
  6. Click Add A Field to see the available field types and choose the type of field you'd like to add
  7. Type a name for the field, and click Save
Once all fields have been added you can move on to the next step. Also, in this webinar, we demonstrated how to do Merge Field Mapping in bucket.io (at minute 45:40) and how it is displayed in Mailchimp contacts, once data has been sent from bucket.io (at minute 54:56).  2.0- Getting Started + Mailchimp Integration *Click the hyperlink to open the video

STEP # 2: Let’s set up the integration now section-by-section!!

Configure Your Mailing Lists

From the dropdown menu, choose from your existing lists.

Tag Your Bucket(s)

Here we assign tags for people to be labeled based on the bucket(s) that they land in, for instance:

Bucket 1: Professional > Tag: Prof

Bucket 2: Beginner > Tag: Beg

  1. Click the plus (+) sign next to each bucket which will automatically deploy a drop-down menu next to the bucket.

  2. Choose one of the available tags or type a keyword to locate the desired tag.

Tag Your Questions

We can assign as many tags as we need to. This will help to better organize contacts in Mailchimp. 

  1. Click the plus (+) sign next to each answer which will automatically create a drop-down menu.

  2. Choose one of the available tags or type a keyword to locate the desired tag.

UTM Parameters

If/when tracking information generated outside of bucket.io, such as source, campaign, affiliate, etc. Assign the Custom Fields that will receive the attributes carried by the UTM variable in your funnel’s URL.

Lead Capture Custom Field Mapping

The system automatically links bucket.io contact fields (Name, Phone, Email, etc.) with the ones previously created in Mailchimp, however, if more fields are to be added at the Lead Capture Page, it is important to ensure they all match the respective fields.

Questions Merge Field Mapping

Participant’s answers can also be transferred to Mailchimp rather than tags - for instance, their answer to an open-ended question. Here is where custom fields become handy for questions and answers. 

  1. Click the plus (+) sign next to each question which will automatically create a drop-down menu next to each answer.

  2. Choose one of the available fields or type a keyword to locate the desired custom field.

Don’t forget to click the Save button.

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