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.
To send an email to your member once they complete a product follows a very similar process to creating the welcome email.
The main difference is the MemberVault Action and the Tag name.
Step 1: In Mailchimp, create the tag you want to use to identify those who have completed the course.
Click Audience in the vertical menu
Click Tags in the yellow panel
Click Create Tag - button on the right towards middle of the screen
Type the name of the tag and copy it while on this screen. Use a name that is fairly descriptive such as [Product Name] + Completed
Click Create
Step 2: In MemberVault, add the same tag to the product actions
Click Products on the left-hand side, then Edit for the product you want to add a product complete email to.
Scroll down towards the end to the ACTIONS section
Click Add Action and set the fields as follows:
For “When this happens”, select “Completes Product”. It may already be selected.
For “Do this…” select “Add a Tag”
Enter the name of the tag you created in Mailchimp
4. Paste the name of the tag you created in the Mailchimp
Step 3: Create the product complete email in Mailchimp that will be automatically sent to members who complete the product
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 Completed 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.
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:
Note: The steps described above work for anyone who is on a free or paid Mailchimp plan.
For paid plan owners only
You have the option of using the new way of doing automation called Customer Journey. The steps are really similar to the above. The main difference is how you start the process.
9. Click Automation on the left-hand side in Mailchimp then Customer Journey. There will be a Create button on the top right corner.
10. Enter a name for your automation, and click Start Building
11. Click Choose a Starting Point then click Tag added
12. Choose the tag you created then click Save Starting Point
13. Click and Drag the Email action to the Plus icon on the screen
14. Name your email, set the subject line, design your email as usual (or following steps 11 and 12 above)
15. Click Save & Return to Workflow on the top right
16. Click Continue (top right) then click Turn On
💡 Need help writing the product complete email? Access the email swipe file here
**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.