Setting up Mailchimp

We recommend Mailchimp as the preferred solution for contacting your userbase by email. By integrating with your own Mailchimp account you have complete control of this communication.

You will need to create your own Mailchimp account and we also recommend creating a new user list specifically for your Disciple app.

In order to integrate with Mailchimp we need the following information from you about your Mailchimp account:

Information we send to Mailchimp

For each user who registers on the platform we create a new entry in your specified Mailchimp list and include the below information about the user. We also keep these fields up to date in your list for all users (for example if a user updates their email address this would be reflected in your Mailchimp list).

You can then use these fields to segment your communications to your users. See Mailchimp’s “Getting Started with Segments” for more information.

Note users who use choose not to register and use the app anonymously are not included.

Also note the fields below are sent for all apps but some may not be relevant for your app.

Fields relevant for all apps:

  • Email address
  • Country 
  • Date registered -  date user signed up with email address
  • Last seen - the date the user last accessed your mobile app or the web portal

Fields only relevant to apps with at least one product for sale:

  • Products owned - a comma separated list of the non-subscription products they own e.g. "product_1,product_2". These names correspond with the products which Disciple creates for your app and we can provide a list on request of all products available in your app.

Fields only relevant to apps with at least one subscription:

  • Trial taken - this field will be either “yes” or “no” and indicates whether the user has taken a free trial on a subscription in your app. If the user has taken a subscription which has no free trial (and immediately begun to pay) this will also be set to “yes”.
  • Subscriber - this field will either be “yes” or “no” and indicates whether the user is a current subscriber.
  • Subscription product - if the user is subscribed, this field will show the name of the product they're subscribed with e.g. "monthly_subscription" or “yearly_subscription”. The names with correspond with the subscriptions which Disciple creates for your app and we can provide a list on request of all subscriptions available in your app.

How to set up email ‘Automations’

With Mailchimp you can set up emails that send automatically when certain things happen. Mailchimp calls these ‘Automations’. For example, a welcome email can be triggered when someone new signs up to the App.

Mailchimp calls sets of conditions Triggers. These can be based on a range of information about the user, including the fields mentioned above. See Mailchimp’s information on ‘Triggers’ to learn more.

To find out more about automation please take a look at Mailchimp’s information on ‘Working with Automation’ and ‘Adding an Automation’.

Set up a welcome email:

  • Log in to Mailchimp and select ‘Automation’ from the top menu which gives a range of pre-built automation types
  • Select ‘List Activity’ from the menu on the left and select ‘Add Automation’ in the Welcome Message box
  • Give your automation a name (your users won’t see this name) –  e.g. “29/03/17 - Welcome”
  • Select the list you’d like to send to and then click “Next”. You have now created a new Automation workflow

A workflow can contain a whole series of triggers, each of which sends a new email to the user. In this case though we only need one trigger and Mailchimp has put it in for us - trigger when a user joins your list.

  • By default the trigger will send an email 1 day after a user joins but we’ll change it to send immediately
  • On the Trigger you’ve just created click the ‘Edit trigger’ link
  • To edit the Delay time, change the wait from ‘1 days’ to immediately by selecting immediately from the drop down list (for a welcome we would recommend some point within the first day)
  • Do not select ‘Trigger when subscribers are imported’ as you only want to send this to new users
  • Go to the top right hand corner and ‘update trigger’
  • This should now be set up, then go to ‘Design email’ to create the email to be sent as you would a normal campaign email

Set up a reactivation email to inactive App users

  • Log in to Mailchimp and select ‘Automation’ from the top menu which gives a range of pre-built automation types
  • Select ‘Date Based’ from the menu on the left and select ‘Add Automation’ in the ‘Specific Date’ box
  • Give your automation a name (your users won’t see this name) –  e.g. “29/03/17 - Last seen 5 days ago”
  • Select the list you’d like to send to and then click “Next”. You have now created a new Automation workflow
  • We want to change the timing default welcome Trigger
  • On the Trigger you’ve just created click the ‘Edit trigger’ link
  • We want to set up the email to send if a user has not been seen for more than 5 days
  • Change the Delay to wait ‘5 days after’
  • Go to the top right hand corner and ‘update trigger’
  • This should now be set up, then go to ‘Design email’ to create the email to be sent as you would a normal campaign email

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