Understanding Lytics / Integrations

Mailchimp

This article covers:

Authentication

  1. Navigate to the Mailchimp integration in the Integrations section of Lytics. mailchimp

  2. Navigate to the Authorizations section. Authorizations section

  3. Click the New authorization button. Mailchimp new authorization

  4. You will be prompted to “Log In” to confirm the connection. (You will only do this once.) connect

  5. Give your authorization a descriptive name that you will remember later. Click Authorize to save your newly-created authorization.

Import Subscribers from Mailchimp into Lytics

Import subscriber data

Summary
FrequencyReal-time activity through webhooks, users imported daily
Streamsmailchimp_activity, mailchimp_subscribers, mailchimp_webhooks
User fieldsemail, first_name, last_name, location
Provider fieldsMailchimp groups, lists, user ID
User activitysends, opens, clicks, unsubs, bounces
Campaign contentyes
Click URL parammc_eid maps to mc_euid (Mailchimp User ID)
  1. Authorize Lytics with Mailchimp, if you have not previously done so.

  2. Navigate to the Workflows section of the Mailchimp integration. Workflows section

  3. Click the New workflow button. Mailchimp new workflow button

  4. Select Import list from the list of workflows.

  5. Select an authorization from the list of available ones. Mailchimp select an authorization

  6. Select the Mailchimp lists that you would like to import into Lytics. Click Start import to begin syncing Mailchimp users into Lytics. list

Advanced Options:

One-Time Subscriber/Unsubscriber Sync: The default option is set to continuously sync your data. If you would like to import your data from Mailchimp once and not have it automatically sync in the future, toggle the switch to the check mark. A one-time import will include subscribe/unsubscribe data, but will not include activity data. Continuous sync will include activity data.

Export a Segment from Lytics into Mailchimp

Summary
FrequencyReal-time
WhereMailchimp List
NameUser specified Mailchimp list
Identifiersemail
Mapped Fieldsyes - first name & last name
Segment Membershipno
Typeupdate only (default), add (optional), no removal
  1. Authorize Lytics with Mailchimp, if you have not previously done so.

  2. Navigate to the Workflows section. Workflows section

  3. Click the New workflow button. Mailchimp new workflow button

  4. Select Import list from the list of workflows.

  5. Complete the required fields:
    • Segment Name: The name of the segment that contains the users to export data from.
    • Mailchimp List: Mailchimp list to send recipients to.
    • Add Subscribers to List: Add new users from Lytics who do not already exist in the Mailchimp list. (WARNING: This could increase your Mailchimp billing if you are close to your maximum number of users.)

Advanced Options: These fields are not required

  • Name Field: The field name that contains the user’s full name. (Default to Name)
  • Email Field: The field name that contains the user’s email. (Default to Email)
  • Update Existing: Update the members that already exist. (Default to No)
  • Replace Interests: Replace members interests on update. (Default to No)
  • Mailchimp Name Merge Var: Marge var on Mailchimp that should receive recipient’s name. (Default to FNAME)
  • Double Opt-In: Send opt-in confirmation email (Default = No)

Set up Mailchimp Automation

  1. To get started, you will need to follow the steps above in Export a Segment from Lytics into Mailchimp. This will allow you to select which segment you would like to target with your automated marketing campaign.

  2. After you have exported your segment from Lytics to Mailchimp, you will navigate to the "Automation" tab in Mailchimp dashboard.
    authorize

  3. Select "Create Automation Workflow" in the top right corner. authorize

  4. Select the list that you are going to target. Note: The Lytics segment that you exported to Mailchimp will be a segment in the list. You will specify this segment in step seven.

  5. Select the "Custom workflow" option. authorize

  6. Completed the required fields for the Workflow configuration.

  7. Configure the event that is going to trigger the email campaign. To immediately target the audience that you added to Mailchimp, select the following options:

    • When: “Subscriber joins list”
    • Check the box for Trigger workflow when subscribers are imported. If you ever add people to this segment in the future, it will automatically trigger this workflow.
    • Check the box for Add segmentation conditions. Now select the segment that you have exported from Lytics into Mailchimp. You can also select multiple segments if you would like.
    • Check the box for “Send first email immediately to existing subscribers who meet conditions”
  8. Create the emails and content that you would like to send.

Passing an Identifier through Mailchimp for Identity Resolution

You may want to pass a unique Mailchimp identifier from links within your email. This will help Lytics identify users across data streams and merge their email and web activity. For more information about dynamically passing this parameter, see Mailchimp's documentation on creating unique URLs for subscribers.

The easiest way to pass a unique identifier from Mailchimp click-through links into Lytics is to use the Mailchimp EUID identifier. This identifier is mapped automatically by the Lytics integration. To add the EUID into your email click-through URLs for identity resolution, modify the URLs in your outbound emails to including the EUID parameter.

www.yourcompanyURL.com/campaign-page?euid=*|EUID|*

NOTE: The Lytics Javascript tag must be installed on your site, and the Lytics Mailchimp integration import workflow will need to be active.

Additional Information

Some Mailchimp data is collected through webhooks. Deleting or changing the settings could stop Lytics collection of this data. For more information about webhooks read Mailchimp's documentation.