Steps for this Integration:
Steps to complete before connecting your quiz to Mailchimp
Connect your Mailchimp Account to your Interact App
Map Interact Triggers to MailChimp Actions
Select Mailchimp Settings
Map form fields to MailChimp fields
Steps to Complete Before Connecting Your Quiz to MailChimp
Step 1: When using MailChimp, we recommend that all of your leads be added to one MailChimp Audience.
For MailChimp, think of the Audience as a List. Your quiz leads will be added to one audience/ list.
Go to All Contacts > Manage Audiences> Create Audience
Step 2: To segment, you're going to want to make a Tag for each Quiz Result in MailChimp first.
To make a Tag, go to the left sidebar in Mailchimp and select Tags.
Once on this screen, make sure that you are making tags for the correct audience. *My audience is entitled Interact Quizzes.*
Step 2: Now that I have that checked, click Create Tag.
Make a tag for each of your Quiz Results using the same name as the Quiz Result. Click Create.
Step 3: Once you are done making a Tag for each quiz result, go to Audience.
Select the correct audience under contacts (step 2)
Select settings (step 3)
Step 4: Once you are in Audience settings.
Then select "Audience Fields & *MERGE* tags"
Step 5: Once In the Audience Fields
Only have to select and make Required and Visible the fields you are going to be collecting from the quiz taker in the Opt-in Form (*You will make your Opt-in Form later in your Interact Quiz Dashboard*).
For example, Email Address and First Name are both Required and Visible because I plan to ask for that information on my Interact Opt-in Form in a later step.
Once this is completed, you can move on to connecting Mailchimp to your quiz.
Connect your Mailchimp account to your Interact App:
Step 1: Turn on "lead generation" on the Interact app builder's left sidebar.
To create your Opt-In Form, select the Contact Field information you would like to collect from your quiz takers.
Scroll down to customize your Opt-In Form (The Opt-In Form will appear after your quiz taker answers the last quiz question but before receiving the Quiz Result)
Click "Save & Continue " when finished with your Opt-In Form.
*Your Required and Visible Audience Fields in Mailchimp should match the Contact Fields you have selected here for your Opt-in Form.*
Step 2: Under Connect your email list, choose Mailchimp from the list of integrations.
Step 3: Authorize Mailchimp to Interact
You will be prompted to authorize the Interact app to access your Mailchimp data. Please enter your Mailchimp credentials and click Log in.
Step 4: Ensure the connection is successful
Upon entering credentials and allowing access you should get a green "connected account" check mark. This verifies that it has been connected and you can move on to the next step.
Map Interact Triggers to Mailchimp Actions:
Step 1: Under "Results", Click the "Add Action" button.
In the following steps, you will have the chance to map a set of Mailchimp actions to individual Interact triggers. A trigger can be, for example, when a quiz taker receives a specific quiz result or answers a specific quiz answer.
You will set a Trigger for each Quiz Result.
When a quiz taker takes the quiz and receives the specific Quiz Result this will Trigger the following Actions.
Step 2: In the slide-out menu, you will see a list of available actions to run in Mailchimp.
Note: You’ll need to first create the list, merge field, and tags in Mailchimp for them to appear in the dropdowns menus.
Add to List **Required**: Choose the Mailchimp list you want to add your leads to from the Add to List drop down. For example, you can connect different results to different contact lists to send automated emails specific to the quiz result the lead received.
Update Merge Field: If you want to use the quiz result name in your emails, select a Mailchimp merge field to populate with the result name. Once you select the merge field you can edit the value that you want to appear in your emails for the specific result. For example, you could create a merge field “Quiz result title” and populate the field with the result name.
Add Tag to Contact: Tag new or existing contacts with the desired Mailchimp tag from the dropdown list. Tags can only be added to a contact, not removed.
Step 3: Once you are finished with one trigger, you can select a different trigger from the left sidebar.
When you have set all triggers that you need for your specific setup, be sure to click Save & Continue.
Step 4: *Optional* you are taken to "Answers".
If desired, repeat steps 1, 2, and 3 to set a Trigger for specific Quiz Answers. When a quiz taker takes the quiz and chooses the specific quiz answer this will Trigger the following Actions. When you have set all the triggers you need for your specific setup, click Save & Continue.
You can also skip this step and click "Save and Continue."
Select Mailchimp Settings
Step 1: Select the checkbox to turn off double opt-in.
Keep the box unchecked if you want your quiz leads to double opt-in, or confirm their subscription via email after subscribing to the quiz. Then select Save & Continue.
Map Form Fields to Mailchimp Fields
Step 1: Here you will find an overview of the way opt-in form fields are connected to Mailchimp fields.
All fields are list-specific, meaning we list out all connected contact lists and their associated fields. You will map custom fields on a per-list basis. Default fields (cannot be changed): Email, First Name, Last Name
Step 2: For all other fields, choose one contact field from the dropdown that you would like to populate with the form value.
Example: mapping Company Name to "Custom Field 1" will populate the value inputted for Company Name into the Mailchimp contact field "Custom Field 1".
Step 3: When finished with mapping your form fields, be sure to click Save & Continue.
If you find you need to make changes, you may edit the integration settings at any time.
Step 4: Test Integration
Select Test Integration to test your Integration to Aweber. When it is successful, hit Publish on your quiz.
IMPORTANT: If your quiz is already published and embedded, any changes made to the integrations will require you to publish your quiz after changes have been saved.
Frequently Asked Questions
I am receiving an error when testing the integration connection with a test lead in the Interact builder, what can I do to fix this?
There are 3 main reasons leads fail to make it into your Mailchimp list:
Contact unsubscribed or was previously deleted: If a contact was previously permanently deleted or unsubscribed from your list, it cannot be re-subscribed via the API. Be sure to test with an email that has never been added to your list or use a variation of an existing email, like demo+test@tryinteract.com.
Missing required fields: Be sure that your Mailchimp list does not have any required contact fields that are not being sent by the Interact form. For example, if your Mailchimp list requires a Last Name field, but you are not sending last name data in your Interact opt-in form, the lead will fail to be added to your Mailchimp list.
Double opt-in: If you’re using double opt-in the test lead usually won’t come through. The double opt-in email doesn’t always get sent so it’s best to test this out on your live quiz. On your interact dashboard select Share & Embed on your quiz, click Copy Link, and paste it in a new browser to open the quiz. Opt in, check your email to confirm the double opt-in, then check your Mailchimp account to see if the lead came through.
Will existing Mailchimp contacts be updated?
Yes, existing Mailchimp contacts will be updated with updated field values and be added to new lists. Mailchimp tags will be added to the existing contact.
How do you create new Mailchimp merge fields?
Step 1: In your Mailchimp account, select Audience then select All contacts.
Step 2: If you have multiple audiences, select the Current audience you want to work with then click Settings. If you have 1 audience, select Settings.
Step 3: Choose Audience fields and *|MERGE|* tags.
Step 4: Click Add A Field and choose Text.
Step 5: Fill out the form as desired and be sure that the Visible? checkbox is turned ON.
Step 6: Click Save Changes.
What will a new contact look like in Mailchimp?
The following screenshot is an example of what new contacts will look like as they populate into Mailchimp:
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