How Do I Use Shift4Shop's Integration for Mailchimp?

Use Shift4Shop's Integration for Mailchimp

Mailchimp is a service that allows you to create and send marketing newsletters for your business. Aside from basic newsletter services, they also provide automated ecommerce newsletter services such as abandoned cart emails, targeted product recommendation emails and other services specific to online stores to help you market your online store.

Your Shift4Shop store can be integrated with Mailchimp to allow you to use these ecommerce features and functions from Mailchimp.

Before proceeding with the following steps, please ensure you have at least one subscriber list and one newsletter campaign set up and created on your Mailchimp account. The mailing list you create will need to be unique to your store, and your newsletter campaign(s) will need to be linked to this mailing list (which occurs when creating the campaign on Mailchimp). This way, proper reporting can take place. The subscriber list doesn't necessarily need subscribers yet (they'll be imported from the integration). Still, it needs to be created so that you can select and populate it from your Shift4Shop store's customer records.

Connecting your Store to Mailchimp

Log into your Shift4Shop Online Store Manager.
Using the left navigation menu, go to "Modules."
Once the page loads, type in "Mailchimp" in the top search bar to bring up the module.
Click on the Settings button to proceed.

If this is your first time setting up the Mailchimp integration, you will see a basic page with a button labeled Connect to Mailchimp at the top left.

5. Click on the Connect to Mailchimp button.

6. Sign into your Mailchimp account and allow the page to refresh.

Once this connection is made, the page will have new sections available to you. These sections are:

Enable Mailchimp
You will see a checkbox labeled "Enable Mailchimp" at the top of the page with some additional settings below. Use this checkbox to turn on the integration. However, before saving the page, you will need to configure the additional settings below it, starting with the Ecommerce Mailchimp Store dropdown menu.
Mailchimp Store
In the E-commerce section, look for the Mailchimp Store dropdown menu and select either "Add New Store" or your eCommerce store if it is listed.

Mailchimp List
To the right of the Mailchimp Store dropdown menu, you'll see a section labeled Mailchimp lists. Use this dropdown to select the list you will use for this store. Again, be sure to have at least one list already created on your Mailchimp account before getting to this step and that the mailing list is unique to your store.

Additional Information: Although Mailchimp allows you to create multiple mailing lists for various reasons (i.e., multiple stores, channels, etc.), you must create and designate only one specific mail list to be unique to the Shift4Shop store you are integrating the service with. Each campaign to be used for the store will then need to be attached to the unique mailing list for the store. )If you have multiple Shift4Shop stores, then each individual store should have its own unique mail list and campaign sets that are attached to each individual list.)

In essence, the relationship/flow for the integration is as follows:

A specific Mailing List is created on Mailchimp and intended for the Online Store
Each Campaign for the store is created and attached to the Mailing List for the Online Store
You then connect the Online Store to Mailchimp and link it to the Mailing List, which is attached to the relevant Campaigns.

This is necessary to get proper reporting for your marketing email campaigns on Mailchimp's interface.

If you are integrating multiple stores with Mailchimp, perhaps consider incorporating the name of each store into the naming convention of your mailing lists and campaigns on Mailchimp to make things easier to map properly. (i.e. storename-mail-list, storename-newproducts-campaign, storename-upsell-campaign, etc.)

Synchronization Options

On the bottom half of the page, you will see a series of checkboxes. These are your synchronization options for the Mailchimp Integration. Through the integration, your Shift4Shop store will synchronize information from your store and insert it into your Mailchimp service so that you can use the eCommerce functions from Mailchimp.

Your choices here are:

Synch Customers
Synchronizes your store's maillist-enabled customers to your Mailchimp list.

Synch Products
Synchronizes your store's Products to your Mailchimp account so that you may use Mailchimp's segmentation and product recommendation Ecommerce functions.
Synch Carts
Synchronizes your store's incomplete carts so that they may be used with Mailchimp's abandoned cart ecommerce solution.
Synch Orders
Synchronizes the store's Orders with Mailchimp so the information can be used with Mailchimp's Product recommendation ecommerce tools. Similar to the carts option above, the drop-down menu to the right of it will allow you to select which of your campaigns will be used for this service.

Synchronization Status

After you have selected and configured your Mailchimp synchronization, click the "Save" button at the top right to commit your changes. The synchronization process will occur in the background. After the synchronization process is complete, you will see a readout of its progress at the bottom of the page.