MailChimp E-commerce Integration

You can integrate your MailChimp account with Accelerate, enabling you to send targeted campaigns using information from quotes and contracts within Accelerate.

Initial Setup

Firstly, you'll need a MailChimp account! After you've created this you'll need to get an API key and a list from within MailChimp. To get an API key, go to Account > Extras > API Key and click Create A Key, this will create a new API key record:

You're able to create multiple API keys, so you can have a separate one specifically for integrating with Accelerate. If you are at all concerned about the security of the API key then you can create a new one and disable the old one. If you do need to change your API key, we recommend asking us to change the API key first and waiting for us to confirm the change prior to disabling your existing API key to prevent any data not being sent to Mailchimp.

Then you need to create a list, this list will be attached to all stores created as part of this integration and cannot be changed. You will be able to change the values from within Mailchimp, but you will not be able to switch to a different list. If you already use Mailchimp then we recommend you create a new list specifically for this integration, but this isn't needed. To create a list head to Lists > Create List:

When you've done this, go to Settings->Organisation Settings and save your API Key*, re-enter and click the Get Mailchimp Lists button and select the list you will be using for the integration. Upon save of the list a webhook will also be created in Mailchimp please see Subscribes and Unsubscribes section below. As soon as you have setup your actions in QV (see below), data will start being sent to MailChimp. However the webhook will not be active until you change some settings in Mailchimp (see Subscribes and Unsubscribes below).

*Save your API Key here - 

Note: The Mailchimp list is a one-time setting. Once saved it cannot be changed.

Note: The webhook will also be setup in mail chimp for an existing integration the first time Organisation Settings are saved.

Everything within MailChimp E-Commerce is assigned to a store, when we've setup your API key and list stores are created for each of your brands within Accelerate. So if you use multiple brands then the data for each brand will be stored separately and you can target customers for a specific brand if needed. Should you create a new brand within Accelerate, then a new store will be created for you. However, as the same list is used for each store it is possible to target all of your customers regardless of what brand they have used.

Note: Only Relationships that have an email marketing permission at the time of the action firing will be sent to MailChimp. See this article for more on marketing permissions.

Creating Actions

There are two action types in Accelerate called:

  • Create Mailchimp Cart
  • Create Mailchimp Order

These two actions allow you to send data to MailChimp at different stages in the process. The 'Create MailChimp Cart' action can be linked to proposal or order statuses and will create a new cart in MailChimp when a record is updated to a status with this action attached. The 'Create MailChimp Order' action can be added to Contract Milestones as this requires a contract to be created. Linking it to a contract milestone ensures that data is sent when a contract is created from either a vehicle order or manually.

You will need to create an action for each of these new action types and link it to your statuses or contract milestone as appropriate. See  Actions and Contract Milestones for more information on setting these up. Once these have been created, carts and orders will be created automatically in MailChimp.

MailChimp Customers and Product

In order for a cart or order to be created in MailChimp a customer and product need to exist first. As part of this functionality we automatically check these exist before sending the cart or order information. The following useable information from Accelerate is sent to MailChimp for each of these objects:

Customer

MailChimp Field Quotevine Value
email_address The email address of the relationship or contact record
company The relationship name (left blank for private individuals)
first_name The first name of the relationship or contact record

last_name

The last name of the relationship of contact record

If the relationship is not a private individual then the contact that is used is the Decision Maker on the opportunity. However, if this contact doesn't have an email address or the customer is being linked to a cart via an order, then the primary contact is used instead. If the primary contact, or relationship for private individuals, doesn't have an email address then the customer and subsequent objects are not created

Product

Mailchimp Field Quotevine Value
id The vehicle type (LCV/CAR) concatenated with the CAP id and the product type e.g. CAR 78990 PCH
title Concatenation of manufacturer, model and derivative name

The title includes manufacturer, model and the full derivative name, allowing you to target customers that are linked to products containing AUDI, AUDI A6 or AUDI A6 AVANT etc. depending on how targeted your campaign needs to be.

MailChimp Carts and Orders

Carts and Orders are very similar within MailChimp. From an Accelerate perspective carts are quotes and orders are contracts. If you have an order then you will have a contract in Accelerate, however if you have a cart you may or may not have a contract as it depends on when you have set this action to fire.

Both carts and orders are linked to a customer and a product and provide the link between a customer and the product/vehicle. In addition they also include an order_total field which is the monthly payment the customer makes i.e. a sum of the following figures:

  • finance payment
  • maintenance payment
  • glass payment
  • types payment
  • relief vehicle_payment
  • recovery payment

You can view the carts and orders that have uploaded to MailChimp by logging in, viewing the list then the relationship contact and selecting the eCommerce tab:

Creating a Campaign

Within MailChimp when you create the campaign you can target recipients based on the information sent from Accelerate. This can be as general or specific as needed. For example, the screenshot below would target all customers that ordered a Volkswagen and pay more than £150 a month:

MailChimp List fields and *|MERGE|* tags

Within MailChimp when you create a list standard list fields are created, to which you may add your own for enrichment or personalisation of messages.

As standard the forename (*|FNAME|*) and surname (*|LNAME|*) fields are filled from Accelerate, this may be enhanced to include additional data from within Accelerate to populate either standard or custom list fields in MailChimp when a MailChimp customer is created as described above.

Data may come from either the Relationship, in the case of a private individual, or additionally the Decision Maker/Primary Contact in the case of a business. A list of relationship groups (comma separated), the Account Manager and the primary address may also be included.

When you've created your list fields in MailChimp send an email to support@quotevineapp.com detailing the merge tags, MailChimp field types and which data items from Accelerate you wish to be passed to MailChimp.

Below is an example from MailChimp with additional information drawn from Accelerate into both standard and and custom list fields.

Subscribes and Unsubscribes

If you configure your MailChimp account correctly, MailChimp will automatically alert Accelerate whenever there is a subscribe or unsubscribe from your list. To do this, please follow these steps:

In Mailchimp go to the list used for the Accelerate integration and select Settings->Webhooks you should see the webhook created by Accelerate . When it is created it is configured never to send any data, so must be configured to send the relevant data.

Under 'What type of updates should we send?' select 'subscribes' and 'unsubscribes'. These are currently the only updates which will affect Accelerate. Next under 'Only send updates when a change is made …' select 'by a subscriber' and 'by an account admin'. Update and you're done.