manual: setting up a mailchimp integrationhow.medusabusiness.com/.../03/mailchimp-integration...now...
TRANSCRIPT
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Manual: Setting up a
Mailchimp IntegrationAUTOMATED MARKETING WITH MAILCHIMP
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Requirements
To enable Mailchimp Integration with Medusa you
need:
Medusa Server or Coworker or Guest Appliance
Mailchimp Account
Branded Gateway already set up
And then you need to order Mailchimp Integration
at one of these levels.
100 Events / Month
1000 Events / Month
5000 Events / Month
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Ordering
Request a quotation and place your order in
normal way
Then fill out the form with your specific details, as
shown further down this document.
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What is the ‘Branded
Gateway’?
Mailchimp integration is attached to the Branded Gateway for
Guests.
You need to have this set up first. If you don’t please ask for the
appropriate form.
User sees this after accessing WiFi
network.
This is the Branded Gateway that
comes with Medusa – logo, text and
subtitle are editable.
User clicks “Guest”.
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Back Office - Data is transferred here
(not displayed to operator)
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Customer setup tasks on
of MailchimpYOU WILL NEED A MAILCHIMP ACCOUNT AND TO SET UP A LIST TO RECEIVE THE GUEST EMAIL ADDRESSES
#PLEASE SET THIS UP BEFORE ORDERING#
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Get the Mailchimp API Key
Transfer this key to
order form – include
suffixGo to ‘Your Account’, then ‘Extras’, then ‘API Keys’
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Now create a Mailchimp List
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Add List Merge Fields
Every Guest that is added fixed content
Email, First, Last, Created
But there is also optional additional data. To use this
you must add Merge Field IDs to your list:
LOCATION or BUILDING which is taken from the title
of your branded gateway screen
SOURCE which is always “WiFi” but useful if you are
merging these contacts with other lists
CREATED (date of access). Note the Merge ID for
this is now “INDATE”
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Thus go: Settings, List Fields
You need to go
here to add
Merge Fields if
you want extra
data
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Add Merge Fields
Both Field Label & Tag columns required
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And your list will look like this
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Now get the List ID and
add to form
Transfer this to
order form
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Filling out the order formYOU WILL BE SENT THE LINK FOR THIS FORM
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Step1 – your details
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Step2
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Step3
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Send Welcome option
On the order form you can specify that a “Send
Welcome” email is sent immediately the user is added to the list.
This includes unsubscribe links. For that reason
some operators prefer to wait and send an
automated email later.
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A note on Double Option
Double Optin mena stat the Send Welcome
message option sends a link to the Guest which needs to click in order to be added to the list.
Normally this is not used in WiFi access situations
If you need it, please click the text box below but
be aware that WiFi access is immediate and
ignores Double Optin
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Service Note – Mailchimp
config on CRM
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Guest Access ErrorsWHAT HAPPENS WHEN GUEST DOESN’T COMPLY TO
RULES
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Gateway Checks
When the Guest enters an email address, the
Medusa gateway performs basic checks:
Is the email address well formed?
We may also test if email domain looks capable of
receiving emails.
We have gateway log data on request (for a month or so) if you need to investigate errors.
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Mailchimp Tests
Mailchimp does additional tests
Does email look fake?
Look like spam?
Is it generic and not true identity (egadmin@)
Also note that validity checks occur bioth at entry (right) and also when running a campaign, when differet rules apply.
Refer the Mailchimp KB on
compliance tips here
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Now you are on your
own…
Now your Mailchimp list is being populated, we
suggest you investigate Mailchimp for:
Automated & timed follow up emails
Discover the ‘transactional’ email design
Link guest identity to your website tracking
And much more. Just start with Mailchimp
Knowledgebase, plus also YouTube and other resources.
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Contact detailsMedusabusiness
Wallace House
17-21 Maxwell Place
Stirling, FK8 1JU
Scotland
Pre Sales Support
01786 230830 Opt 3
www.medusabusiness.com
Medusabusiness is a trading style of Phoenix Broadband Ltd