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Loyverse with Mailchimp Setup with Features Explained

Setting up Loyverse with Mailchimp is super easy! With the help of SyncApps, you will save lots of time without breaking the bank! These are just a few of the benefits of using SyncApps for your Loyverse with Mailchimp integration: 

  • Sync your customers and loyalty data to automate tasks and send targeted campaigns from Mailchimp.
  • Custom Field Mapping to Mailchimp to drive deeper insights into visits, purchasing behavior, and more.
  • Filter and Segment your customers to Mailchimp as Groups or Tags based on customer-specific criteria for better target marketing. Let Mailchimp's Journey Builder do the rest!

Sign up for a FREE 28 days trial and check out how easy it is to integrate both software!

Check out some key documentation for Mailchimp with Loyverse integration:

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

  • Create a Loyverse account.
  • Create a test Main Audience in Mailchimp. (This test Main Audience will be specified in Step 2 of the Sync Profile where you want your Loyverse records to be synced.)
  • Scheduling of a Sync Profile is available on Free and Paid plans. (Step 6)

Setting up your Sync Profile

You are now setting up the integration, so we are giving you an EXTRA 2 Weeks Free on us! Enjoy 4 Full Weeks of our real-time, Enterprise plan integration.

  • Unlimited Records sync between the software you connect
  • Unlimited Segments that you can create as Groups or Tags in Mailchimp via Filtering and Segmentation feature.
  • Sync on Demand included for easy testing of your integration scenarios
  • Scheduling of a Sync Profile is available on both Free and Paid plans (Step 6)

Pre-Steps

Logging in to your SyncApps account will land you the SyncApps Dashboard. Head to Sync Profiles tab 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 Loyverse to Mailchimp.

Step 1: Loyverse

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Enter your Loyverse API Token. You can get your personal token in the back-office of your Loyverse account. Copy and paste it here in Step 1 of the Sync Profile.

Check out the link here.

Once done, tap the "Next" button to proceed to Step 2 of the Sync Profile.

Step 2: Mailchimp

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Connect your Mailchimp account in this step by tapping the “Connect” button. You will then be directed to the oAuth page that’ll log in to your software. For some, they’ll need to enter their Mailchimp credentials here.

Or you can generate a new API Key, copy then paste it in the API key box in Step 2 of the Sync Profile.

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.

After this, enter the name of your Main Audience Now, what is a Main List/Audience, and why do we need to define it in Step 2?

A Mailchimp Audience must be created manually first in Mailchimp then the Mailchimp Audience name copied to SyncApps 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. Creating Mailchimp Contacts TO Loyverse Customers feature is not yet supported but we will be rolling out that feature by Q4 of 2020.

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

For more options, tap the plus (+) icon. If you want to learn more about the features, hover over to the SyncNotes tooltips(i)

Group Title to Use (“Use Groups” under Segmentation method)

  • This field is optional. Select either Groups or Tags if using Filtering and Segmentation in Step 5 of the Sync Profile.
  • By default, SyncApps will use "My Groups" Group title with Hidden type (not displayed in Mailchimp form). You can override the title of the Group by putting in a different Group title.
  • To display Groups in Mailchimp signup form, please create new Groups with checkboxes type and specify the Group title in this field. 

“Use Tags” under Segmentation method

Want to remove records from your Mailchimp Audience when they no longer meet the segmentation criteria in Step 5 (Filtering and Segmentation) of the Sync Profile? Select this feature 

This feature will be exposed if you have enabled the "Full Sync" Add-On ($9.99/month). If wanting to remove records from your Mailchimp Groups if no longer part of the segmentation criteria, enabled this feature.

Automatically remove a record from your Marketing Automation solution

Step 3: Sync Add-Ons

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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 out today!

Step 4: Field Mapping

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Field Mapping is optional. Basic fields such as Email address, First Name, and Last Name 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.

Generic Field Mapping Guide

Update mailing address fields to and from Mailchimp

Step 5: Filtering and Segmentation

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This Step is one of our most powerful features ever used by most of our subscribers. For example, if you have thousands of records in your Loyverse Account and you only want to pull out the records with specific criteria, only these records will be synced to your Mailchimp Main Audience. If you enabled the Segmentation feature then that the time we will create a Mailchimp Group per each Segment(Segment Name) under "My Groups" Group Title or Tag(s) depending on the Segmentation Method selected in Step 2 of the Sync Profile.

See here for more information on how it works.

Filtering and Segmentation Guide

Step 6: Sync Scheduling

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

Sync Scheduling Guide

Tap the Finish button and then Sync Now. More questions or hit any snags? You can always reach out to our 24/7 Support team.

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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