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Mailchimp for Shopify Setup with features Explained

Hi and thanks for dropping in to peruse our help center! Did you know that Shopify and Mailchimp is one of our subscriber's favorite integration?

It's one of the #1 integrations today so we’ve crafted this article just for subscribers like you to help you understand how it works integrating Mailchimp for Shopify.

Before starting, take a look at our basic integration setup, as explained here:

Check out some key documentation for Mailchimp with Shopify integration:

Before setting up the integration, here are some important integration points:

  • Identify your Shopify Shop URL
  • Create a test Customer(s), Shopify Product(s), or records for testing purposes.
  • Create a test Audience in Mailchimp (this test Audience will be specified in Step 2 of the Sync Profile where you want your Shopify records to be synced)

Let’s get started!

shop2.png

Setting up your Sync Profile

Setting up your Sync Profile (integration) is easy! Looking for a Quick Setup Guided Tour

You are now setting up the integration, so we are giving you an EXTRA 2 Weeks Free on us!

Enjoy 4 Full Weeks to test out all your use cases using all our features and integration capabilities.

  • Sync 1 - 1,000,000+ records between Mailchimp and Shopify
  • Sync 1 - 1,000,000+ Opt-Outs from your Mailchimp
  • Sync 1 - 1,000,000+ Customers and Orders 
  • Integrate Sync 1 - 1,000,000+ Records from your Mailchimp 
  • Sync on Demand included for easy testing of your integration scenarios
  • Scheduling of a Sync Profile is available on Free Trial and Paid plans (Step 6)

Pre-Steps

Logging in to your SyncApps account will land you the SyncApps Dashboard. Head to Sync Profiles and Once you’ve selected the Sync Profiles tab, tap the “Create Sync Profile” button.

Enter any designated name for your new Sync Profile as your identifier. Then in Sync Type, select Shopify to Mailchimp.

Step 1: Shopify

Enter your Shopify Shop URL then tap the "Connect" button.

Sync Mode

There are several Sync Modes available, no Segmentation Strategy is selected then the records under the Sync mode you selected will be synced to your Mailchimp Audience:

  • Sync Customers who ordered product(s) previously (Default)
  • Sync Customers with Abandoned Cart
  • Sync All Customers

Please note that SyncApps uses email address as the unique data identifier and record creation. If the record does not exist at the time of sync then it will be created as a new record. If it exists in both systems then both records will just marry. SyncApps does not create a duplicate record.

Unsubscribe opted-out Customers from Mailchimp 

If this option is not checked then opted-out Customers are simply ignored (not synced to Mailchimp).

Segmentation Strategy

Group in Mailchimp will be created for each Segment. If Segmentation Strategy is not enabled then all records will land on your Mailchimp Audience.

Please review the Shopify API for more information on Product Variants.

Need more information about this feature?

See article here

This feature is only available on the paid plans.

  • Product Title
  • Variant Title
  • Product and Variant Title

shop1.png

Once you're done setting up in this Step, please tap "Next".

Step 2: Mailchimp

API Key

Mailchimp API key is very important as this will grant access to SyncApps to sync over the records.

To obtain a Mailchimp API key please log into Mailchimp, press the Top Menu: Account > Extras > Your API Keys. Create a new API Key or copy an existing API Key into SyncApps.

To use SyncApps you must be in a Mailchimp Admin role and above. Please use your username and password for the Admin role or above.

Sync Main Audience 

A Mailchimp Audience can be created automatically or by selecting an Audience from the dropdown list before saving the Sync Profile.

Note: We require to define the Main Audience because Mailchimp needs it in creating, updating, and removing records using its API.

If you would like to sync to a different Audience in Mailchimp, you'll need to set up another Sync Profile for that use case.

Do not sync new Mailchimp subscribers (One-Way sync)

This will not sync new subscribers back to Shopify.

If using multiple Sync Profiles, which use the same “Main Audience” then out of those Sync Profiles, set all but 1 Sync Profile as One-Way Sync so that it will minimize API Calls.

This also means SyncApps will only sync unsubscribe data through one Sync Profile which is not a One-Way Sync for efficiency since all the integrations are utilizing one Main List.

Segmentation Method

Auto creates Mailchimp Groups or Tags into your Mailchimp Audience from Shopify.

Group Category to use

This field is optional.

By default, SyncApps will use the "My Groups" Group category with Hidden type (not displayed in Mailchimp form). You can override the title of the Group by putting it in a different Group category.

To display Groups in the Mailchimp signup form please create new Groups with checkboxes type and specify the Group category in this field.

Do not sync unsubscribed status to Shopify 

By default, SyncApps will set opted-out status in Shopify for unsubscribed emails. Please check this checkbox if you do not want unsubscribed emails to be synced.

On a Full Sync remove any records when they no longer meet the criteria in the SyncApps segmentation from the Mailchimp Audience.

If using the Add-On for Full Sync then this feature will delete the record(s) from the Mailchimp Audience each time a Full Sync is run in your integration.

 Step 3: Sync Add-Ons

Sync Add-Ons are optional. Available Add-Ons in Step 3 of the Sync Profile may depend on which Plan and integration you select.

Want to know which Sync Add-On fits your requirement? Give us a shout today!

Step 4: Field Mapping

Field Mapping is optional. Basic fields such as Email address, Name, Address, Company name, and Phone are already pre-mapped even if you haven’t enabled this Step. Otherwise, if you have more additional fields to map, then you’ll have to set these fields up here.

Step 5: Filtering and Segmentation

This Step is one of our most powerful features ever used by most of our subscribers. Like for example, you have 1000’s of records in your CRM then you only want to pull out the records with specific criteria, only these records will be synced to your Mailchimp Main List.

See here for more information on how it works.

Step 6: Sync Scheduling

Finally, the very last step. Just select the time when you would like to sync your data automatically.

Tap the "Finish" button and then Sync Now. 

Need some help?

Check out the options below on how you can contact our support team and find the answers you need to help you with your SyncApps integrations.

Help Center & Email is 24/7 to support@cazoomi.com | Live Chat & Phone is scheduled 

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