Table of Contents
- MailChimp Overview
- MailChimp Integration Overview
- Enabling the Module
- Obtaining your credentials
- Entering Credentials in OrderPort
- Viewing your integration
- Updating your lists
- Syncing your Mailing List
- Campaign Reports
- Email Opt-Outs
MailChimp Overview
MailChimp is a marketing automation and email marketing platform. It allows you to create intricate marketing designs and send campaigns to your customers.
MailChimp Integration Overview
OrderPort partners with MailChimp to provide an integrated marketing solution. This tool allows your MailChimp account to sync with OrderPort ensuring all mailing lists get updated. This tool means you will not have to manually upload a new list in MailChimp when you send an email Marketing Campaign. The integration does require that you have a MailChimp account.
Enabling the Module
You will need to contact helpdesk@orderport.net in order to turn on the integration.
If you do not already have the Marketing module enabled, it may be an additional charge to your account, depending on your plan.
Once the Mailchimp integration is enabled, follow the setup instructions.
Getting the API Key
OrderPort will connect with MailChimp via an API. The First step is to obtain your API key in MailChimp. Login to your MailChimp account. Once you are logged in, navigate to your account profile. Click on your avatar and select Profile.
At the Top of the screen select the Extras drop-down menu and select API Keys. If you have not created an API key for OrderPort, Click Create a Key. The page will refresh, and a new key will appear. Copy the key and return it to the OrderPort Marketing Module.
Entering Credentials in OrderPort
Navigate to OrderPort Administration -> Operations -> Marketing -> Third Party.
Paste the API key into the MailChimp API key box. Next enter the “MailChimp Server” and Click Save.
The Server can be Located on the API Key.
EX: 3243aes5df3thisisafakeapikey0934a3ab7-us13
The integration takes 24 hours to become fully functional. Come back the next day and select the Third-Party tab to view a report on last night's sync.
Tags and Lists
When logged into Mailchimp, your mailing lists will be referred to as Tags. Each mailing list synced from OrderPort will be listed as its own tag, and you will choose the tags you want to include when sending an email campaign.
Updating your lists
The OrderPort and Mailchimp integration is one-directional. All changes Must be made in OrderPort. Updating a customer’s name or email address in MailChimp will not update it in OrderPort. Updating customer records, such as email addresses, can be done from OrderPort Admin, the point of sale or by a customer online. When a customer account is updated, this new information will be synced with the OrderPort Marketing module. You will not need to update email addresses in both places.
Syncing your Mailing List
To trigger a sync with MailChimp, you must open the OrderPort Marketing Module. We recommend triggering this sync 24 hours Before sending your emails to ensure your lists are all updated for your campaign.
Campaign Reports
Information on campaigns sent through Mailchimp will be made available in the OrderPort Marketing module. This can be accessed through the Third-Party tab. Click the Reports button on the right-hand side of the screen. You will be redirected to a list of campaigns that have been sent through MailChimp using an OrderPort list. You will be provided a summary with information on the number of deliveries, opens, and clicks. If you click the bar graph icon on the far right, you can view detailed information on each campaign. This will include information on which recipients opened their emails, or who didn’t receive a message at all.
OrderPort will log emails that have been sent through Mailchimp. If you need to verify if an email was delivered to a customer, you can refer to the Email Log tab on their Account. Emails sent through MailChimp will be listed on the Campaigns tab in the logs. The status of the email will be listed, you can update their email address if the message was sent to the wrong address.
Email Opt-Outs
Customers can still opt out of receiving emails only If they are sent through Mailchimp. When A customer Opts out through Mailchimp they will be Opt out in OrderPort. When OrderPort completes its next sync with MailChimp, they will not be included on the list going forward.