Mailchimp Triggers

mailchimp Tutorial

Send Personalized Emails Triggered By The Actions Visitors Take On Your Site

Send Personalized Emails Triggered By The Actions Visitors Take On Your Site
Learn more about Email integration.
Get started with UTMs.
Triggers are the actions that initiate an email automation and help you send the right communication at the right time. For example, you can trigger an automated welcome email once someone joins your email list. Mailchimp offers a list of predefined triggers to get you started. Once you decide to go beyond email activities and define automations based on the actions visitors perform on your site, you’ll need to create custom events, which usually require code and take lots of manual work.
Oribi allows users to export their events to Mailchimp without touching any code. You can include any event from your website and use it to trigger personalized emails on Mailchimp - purchases, cart abandonments, form completion, demo requests…you choose!
This tutorial shows you how to export events to Mailchimp and use them as a trigger in your automated campaigns. You’ll also find some examples to help you choose the best triggers at the end of this article.

Define Triggers with Oribi’s Events:

Step 1:
Select the Magic Events you want to use as triggers.
The smarter the events you choose, the more precise your triggers will be and the more you’ll be able to personalize your automation. Start with defining the customer journey and think about the visitor actions you want to follow up on: new signups, bookings, purchases, completed forms…
Mailchimp’s triggers can only be performed actions. If you want to send emails to people who haven’t performed an action, such as didn’t complete your onboarding, you can build a Custom Segment.
Oribi enables you to set any individual button or page, as well as button groups or page groups, as Magic Events. This is the time to get creative and test different triggers for various automation.
When choosing the highest-value triggers, look first for quantity and intent. Frequent triggers that send marketing automation to prospects who are highly motivated earn the most money. For example, changing account information isn’t something visitors do as frequently, but adding items to a basket, on the other hand, is something they do often.

Step 2:
Export your events to Mailchimp.
Once you have Mailchimp and Oribi connected, you’ll simply choose the Magic Events you want to export under Manage Events > Manage Exported Events in your Oribi account.
Oribi - Manage Exported Events screen
The display name you choose defines how your exported event will be labeled in Mailchimp.
Mailchimp - export event name
Step 3:
Create automation with your new trigger.
Once the event is performed for the first time, Mailchimp will detect it. If you don’t want to wait for the next visitor, simply go to your website and perform the action yourself.
To create a new email automation in Mailchimp:
1. In your Mailchimp account dashboard, open the Automate drop-down menu and choose Email.
Mailchimp Triggers - Automate Email
2. To build a custom automation with your new trigger, click Custom.
Mailchimp Triggers - custom trigger
3. Enter a campaign name, and click the drop-down menu to choose an audience.
With Oribi’s Export Events feature, you can also create a Custom Segment including any action or set of actions visitors take on your website. Read more here.
Mailchimp Triggers - campaign name
4. Click Begin.
Mailchimp - begin
5. In your new automation, choose to Edit the trigger.
Mailchimp Triggers - Edit Trigger
6. Choose Change trigger.
Mailchimp Triggers - change trigger
7. Under Integrations, select Event API and choose the display name of the Magic Event you want to define as the trigger.
Mailchimp - trigger integrations
8. Choose the number of days you want to Delay your email campaign and click Update Trigger.
9. Define the rest of your automation settings and design the email campaign before testing and launching it.
When building your email campaigns, make sure to add UTMs to your links. This will allow you to track the success of your emails beyond open and click rates and evaluate performance based on the goals on your website. Read more about UTMs here.

Best Practice: Best Practice: Triggers

This is a list of custom triggers you can use to start sending personalized email automations.

  • Confirm: Send a notification for a completed purchase.
  • Welcome: Say hello to new subscribers.
  • Engage: Communicate with people that showed interest, like scheduling a demo or signing up for a webinar.
  • Educate: Introduce your top features to new users.