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Mailchimp integration basics

Written by Steve Jones

What is Mailchimp?

Mailchimp is an email marketing platform that allows Merchants to create and manage mailing lists, newsletters, automated email campaigns and more. It makes customer segmentation easy, without the need for spreadsheets and it pulls in customer data straight from your Shopify store.

What are the benefits of integrating Happy Birthday with Mailchimp?

Our integration with Mailchimp allows you to:

  1. Push your Happy Birthday app sign-up's into Mailchimp as new contacts

  2. Use Mailchimp to send out your Birthday Emails

  3. Push sign-ups from your Mailchimp forms into Happy Birthday

Push your Happy Birthday app sign-up's into Mailchimp as new contacts

Not all Birthday Club sign-ups are also customers of your Shopify store. They may have visited your store and signed-up to your Birthday Club via your dedicated Happy Birthday Sign-up page, but they may not have purchased from your store yet.

The person who signs up to your Birthday Club therefore, may not already be in your Mailchimp account as a contact. If you'd like to include Happy Birthday sign-ups in your existing Mailchimp marketing campaigns, then you'll want us to push those contacts into Mailchimp for you.

Happy Birthday can send new Birthday Club sign-up details into Mailchimp as contacts. If the contact already exists in your Mailchimp account, then we will just append the date of birth and a Birthday Discount Link to their profile.

Use Mailchimp to send out your Birthday emails

Enabling the Mailchimp integration will effectively turn off email sending within the Happy Birthday app, but you will still need to create a Birthday Email Campaign and Email template in Mailchimp.

Push sign-ups from your Mailchimp forms into Happy Birthday

We have a hidden feature that when enabled, will push new or updated Mailchimp contacts straight into the Happy Birthday app. This is a great way to ask new visitors to join your mailing list and your Birthday Club.

The Happy Birthday app will then push a birthday discount link back to the newly created or updated contact in Mailchimp, ready to use in your Birthday email template. The only requirement is that you have created a birthday field within your selected audience and that it is included in your Mailchimp sign-up forms.

Find out more by reading our article Growing your Birthday Club via Mailchimp sign-ups.

What are the benefits of using Mailchimp to send out your Birthday emails?

If you already use Mailchimp for your marketing campaigns, then using it to send out your Birthday emails makes perfect sense. Here are some good reasons for choosing this option:

  1. You will have full control over the layout and styling of your email template

  2. You can allow discount codes to be used from the first day of the Birthday month

Requirements for the Mailchimp integration

More detailed information can be found in the following article: Requirements for setting up the Mailchimp integration

Next Steps

To begin integrating with Mailchimp, you will need to enable the integration between Happy Birthday and Mailchimp. Please read our article on how to enable the Mailchimp integration.

Need any help?

Please get in touch with support if you need any further assistance.

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