Manual: Setting up a Mailchimp Integration AUTOMATED MARKETING WITH MAILCHIMP

Transcription

1 Manual: Setting up a Mailchimp Integration AUTOMATED MARKETING WITH MAILCHIMP

2 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

3 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.

4 What is the Branded Gateway? 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. 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.

5 Back Office - Data is transferred here (not displayed to operator)

6 Customer setup tasks on of Mailchimp YOU WILL NEED A MAILCHIMP ACCOUNT AND TO SET UP A LIST TO RECEIVE THE GUEST ADDRESSES #PLEASE SET THIS UP BEFORE ORDERING#

7 Get the Mailchimp API Key Go to Your Account, then Extras, then API Keys Transfer this key to order form include suffix

8 Now create a Mailchimp List

9 Add List Merge Fields Every Guest that is added fixed content , 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

10 Thus go: Settings, List Fields You need to go here to add Merge Fields if you want extra data

11 Add Merge Fields Both Field Label & Tag columns required

12 And your list will look like this

13 Now get the List ID and add to form Transfer this to order form

14 Filling out the order form YOU WILL BE SENT THE LINK FOR THIS FORM

15 Step1 your details

16 Step2

17 Step3

18 Send Welcome option On the order form you can specify that a Send Welcome 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 later.

19 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

20 Service Note Mailchimp config on CRM

21 Guest Access Errors WHAT HAPPENS WHEN GUEST DOESN T COMPLY TO RULES

22 Gateway Checks When the Guest enters an address, the Medusa gateway performs basic checks: Is the address well formed? We may also test if domain looks capable of receiving s. We have gateway log data on request (for a month or so) if you need to investigate errors.

23 Mailchimp Tests Mailchimp does additional tests Does look fake? Look like spam? Is it generic and not true identity (eg 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

24 Now you are on your own Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for: Automated & timed follow up s Discover the transactional design Link guest identity to your website tracking And much more. Just start with Mailchimp Knowledgebase, plus also YouTube and other resources.

25 Contact details Medusabusiness Wallace House Maxwell Place Stirling, FK8 1JU Scotland Pre Sales Support Opt 3 sales@medusabusiness.com Medusabusiness is a trading style of Phoenix Broadband Ltd