To see a more recent tutorial of setting up your MV Actions and using MailChimp Customer Journey's for your automation, please visit this article.
Please note: Classic Automations are now a retired Mailchimp feature and are only available to Mailchimp accounts who have previously created a classic automation. To read more about using classic automations in Mailchimp, please click here.
1. Click the Create icon
2. Click Email
3. Click the Automated tab
4. Click Email subscribers when they’re tagged
5. Enter a name for your email and click Begin. You will see a screen that looks like the below:
6. Click the Edit hyperlink next to Trigger and change days to immediately. This will make sure your email is sent out immediately the member is tagged by MemberVault.
7. Staying on that screen, select the tag we created area in the Settings dropdown then click Update Trigger (top right corner).
8. Click the Design Email button on the right.
9. Enter a name for your email. This will not be visible to your contacts. It will appear under their profile in Mailchimp to show they have been sent the email, so make it something meaningful like "Product X Welcome Email".
10. Add a subject line, amend any other fields if necessary then click Next (bottom right of the screen).
11. You will now choose a layout/design for your email. If you don't have a template or a previous email to use, select the Basic 1 Column - Full Width template.
Note: If you have a template then choose that instead or go click Campaigns and select a previous one you have sent.
12. It’s time to add content to your email. If you need inspiration on what to say then swipe the email copy at the end of this lesson.
If you are all sorted on the copy front then here are the 3 things you need in your email:
Your MemberVault URL - so they can visit your site and login
Their Username - this will be their email address, which you already have in Mailchimp. The syntax you need to add this to the email is *|EMAIL|*
Their Password - again, this will be the same as their email address so use the same syntax again *|EMAIL|*
Note: You may also want to add direct links to some key modules or lessons. To get a module link, click Edit for your Product, click the gear icon for the module as indicated below, copy the One-Click Link and add that to your email.
13. Once your email is done click Save and Continue on the bottom right.
Tip: Use the Preview and Test option at the top to see how your email will look on desktop and mobile.
14. Click Next (bottom right) then click Start Sending. Don't worry about the wording of the pop up - it doesn't mean that it will be instantly sent to all your subscribers. It will only go out to anyone who is tagged with the chosen tag from now on. Click Start Sending and you are good to go.
15. Click Campaigns and it will be listed at the top and shown as Sending. This tells you that it is active and listening for the tag trigger.
**This article is written by our resident Mailchimp pro, Vicky Glass. Learn more about her below:
My name is Vicky, I'm a certified Mailchimp pro and a big fan of MV. You can geek out with me over on my MV site: vault.codedvector.com and/or tag me in the Collab (@Victoria Glass) when you run into questions around Mailchimp. I hang out in there a lot so I will pick up your questions if you tag me.
Questions? Reach out to us at hello@membervault.co, via chat support within your Admin account (available to paid users), or connect with other users within our FB Group, The MV Collaborative.