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Manual: Setting up a Mailchimp Integration AUTOMATED MARKETING WITH MAILCHIMP

Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

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Page 1: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Manual: Setting up a

Mailchimp IntegrationAUTOMATED MARKETING WITH MAILCHIMP

Page 2: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Requirements

To enable Mailchimp Integration with Medusa you

need:

Medusa Server or Coworker or Guest Appliance

Mailchimp Account

Branded Gateway already set up

And then you need to order Mailchimp Integration

at one of these levels.

100 Events / Month

1000 Events / Month

5000 Events / Month

Page 3: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Ordering

Request a quotation and place your order in

normal way

Then fill out the form with your specific details, as

shown further down this document.

Page 4: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

What is the ‘Branded

Gateway’?

Mailchimp integration is attached to the Branded Gateway for

Guests.

You need to have this set up first. If you don’t please ask for the

appropriate form.

User sees this after accessing WiFi

network.

This is the Branded Gateway that

comes with Medusa – logo, text and

subtitle are editable.

User clicks “Guest”.

Page 5: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Back Office - Data is transferred here

(not displayed to operator)

Page 6: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Customer setup tasks on

of MailchimpYOU WILL NEED A MAILCHIMP ACCOUNT AND TO SET UP A LIST TO RECEIVE THE GUEST EMAIL ADDRESSES

#PLEASE SET THIS UP BEFORE ORDERING#

Page 7: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Get the Mailchimp API Key

Transfer this key to

order form – include

suffixGo to ‘Your Account’, then ‘Extras’, then ‘API Keys’

Page 8: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Now create a Mailchimp List

Page 9: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Add List Merge Fields

Every Guest that is added fixed content

Email, First, Last, Created

But there is also optional additional data. To use this

you must add Merge Field IDs to your list:

LOCATION or BUILDING which is taken from the title

of your branded gateway screen

SOURCE which is always “WiFi” but useful if you are

merging these contacts with other lists

CREATED (date of access). Note the Merge ID for

this is now “INDATE”

Page 10: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Thus go: Settings, List Fields

You need to go

here to add

Merge Fields if

you want extra

data

Page 11: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Add Merge Fields

Both Field Label & Tag columns required

Page 12: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

And your list will look like this

Page 13: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Now get the List ID and

add to form

Transfer this to

order form

Page 14: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Filling out the order formYOU WILL BE SENT THE LINK FOR THIS FORM

Page 15: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Step1 – your details

Page 16: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Step2

Page 17: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Step3

Page 18: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Send Welcome option

On the order form you can specify that a “Send

Welcome” email is sent immediately the user is added to the list.

This includes unsubscribe links. For that reason

some operators prefer to wait and send an

automated email later.

Page 19: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

A note on Double Option

Double Optin mena stat the Send Welcome

message option sends a link to the Guest which needs to click in order to be added to the list.

Normally this is not used in WiFi access situations

If you need it, please click the text box below but

be aware that WiFi access is immediate and

ignores Double Optin

Page 20: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Service Note – Mailchimp

config on CRM

Page 21: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Guest Access ErrorsWHAT HAPPENS WHEN GUEST DOESN’T COMPLY TO

RULES

Page 22: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Gateway Checks

When the Guest enters an email address, the

Medusa gateway performs basic checks:

Is the email address well formed?

We may also test if email domain looks capable of

receiving emails.

We have gateway log data on request (for a month or so) if you need to investigate errors.

Page 23: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Mailchimp Tests

Mailchimp does additional tests

Does email look fake?

Look like spam?

Is it generic and not true identity (egadmin@)

Also note that validity checks occur bioth at entry (right) and also when running a campaign, when differet rules apply.

Refer the Mailchimp KB on

compliance tips here

Page 24: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Now you are on your

own…

Now your Mailchimp list is being populated, we

suggest you investigate Mailchimp for:

Automated & timed follow up emails

Discover the ‘transactional’ email design

Link guest identity to your website tracking

And much more. Just start with Mailchimp

Knowledgebase, plus also YouTube and other resources.

Page 25: Manual: Setting up a Mailchimp Integrationhow.medusabusiness.com/.../03/Mailchimp-Integration...Now your Mailchimp list is being populated, we suggest you investigate Mailchimp for:

Contact detailsMedusabusiness

Wallace House

17-21 Maxwell Place

Stirling, FK8 1JU

Scotland

Pre Sales Support

01786 230830 Opt 3

[email protected]

www.medusabusiness.com

Medusabusiness is a trading style of Phoenix Broadband Ltd