MailChimp Add On Documentation
MailChimp can be an extremely powerful tool for communicating with and retaining your customers. The EDD MailChimp extension allows you to subscribe customers to specific email lists for later communication while following the MailChimp rules for adding people to lists.
Note: Prior to MailChimp v3.0.9, it was possible for customers to be added to MailChimp as subscribers without opting in upon checkout. This was unexpected behavior and against MailChimp and GDPR best practices.
If installing on an existing EDD store, the MailChimp extension will not add existing customers to MailChimp. To do so, you will need to export customers from EDD and import to MailChimp. These email addresses should be imported as Transactional users since they have not opted in as a subscriber.
Configuring the MailChimp Add-On
To configure the MailChimp Add On you will need to complete its settings.
- Log into the WordPress Admin area
- Navigate to Downloads → Settings and click on the Extensions tab
- Then click on the MailChimp link right under the tabs.
- Fill out the appropriate fields
- The MailChimp API Key must be acquired from mailchimp.com
- Log into the MailChimp account you want to connect to this Add On
- Navigate to Account | Extras | API Keys & Authorized Apps
- Click the "Add A Key" button
- (Optional) Edit the "Label" to something relevant such as "EDD on <mysite.com>"
- Copy the API Key.
- Return to the MailChimp Settings in your WordPress dashboard and paste/enter the MailChimp API key into the MailChimp API Key field.
- Click the "Save Changes" button at the bottom of the page. This will allow the MailChimp Add On to retrieve the mailing lists from MailChimp.
- Choose whether or not to "Show Signup On Checkout." When selected, this option output a checkbox on the checkout page giving the customer the option to sign up to the mailing list selected in step 13 (below).
- Add a short, appropriate description of the checkbox in the "Checkout Label" field. If left blank, the buyer will see "Signup for the newsletter".
- Select "Double Opt-In" if you would like customers to receive a verification email before being subscribed to your mailing list.
- Select "Replace Interests" if you'd like your customers' interest groups to be replaced in MailChimp when they make a purchase. Interest Groups in MailChimp are one way you can choose to target emails to specific customers. For example, using interest groups, you could send emails only to customers who are interested in "Product A". The way this extension works is that if a customer purchases "Product A" from your store, their interest groups will include "Product A" alongside any other products they have purchased. But if you select the "Replace Interests" option, any other products they've purchased will be removed from their interest groups, as opposed to simply adding "Product A" alongside those other interests.
- If you want to include test (as well as non-test) purchase information to MailChimp, check the option called "Record eCommerce Data in Test Mode". Note that by default, purchase information is sent to MailChimp so that you can send emails to specific customers. For example, you could send emails to "First-time purchasers" only within your MailChimp dashboard.
- Connect a list
- Under "Available Lists" choose which lists you'd like to connect. Only lists that have been connected can be used with Easy Digital Downloads. Click the checkbox next to each list you'd like to connect.
- Click "Save Changes" at the bottom of the screen. This will connect those lists from MailChimp to your store.
- When the page reloads, you'll see the lists you chose to connect listed under "Connected Lists".
- Note: if you do not see any lists here, it's possible that you haven't created a list in MailChimp yet. Create a list there first.
- Choose a default list. Under "Connected Lists" the first column shows which list is the default list. This list is the one that will be used at checkout when customers choose to join the list.
Although you can connect multiple lists, for best practices it's recommended that you only connect one list to the MailChimp extension. Additionally, MailChimp counts the same email address added to two separate lists as two email addresses so it's in your best interest to use a single list.
To categorize subscribers, use MailChimp's Interest Groups. This allows you to assign a customer to a group based on the Download they purchased. See Per-product Mailing List Settings below for details on how this working.
Once a list is connected, when a purchase is made the customer's purchase data is add to MailChimp. This data is used for MailChimp features such as using MailChimp to send receipts. Unless a customer opts in via checkout, they will be added as Transactional. This is based on MailChimp's and GDPR's best practices.
In order for a customer to get subscribed, the customer has to opt-in to your mailing list via checkout. This applies to the newsletter option and per-product list/group option. For example, if we want to add customers that purchase our MailChimp extension to a List Group called MailChimp. The customer will need to opt-in to the Newsletter upon checkout.
Per-product Mailing List Settings
You can also choose one or more MailChimp mailing lists you'd like a customer to be subscribed to when they purchase a specific product. Do this by going to the product's edit screen and selecting the list(s) you wish customers to be added to in the "MailChimp" box. In this section, you can also select whether to subscribe customers to specific groups within the list. If a list has one or more groups, the group(s) will be shown as an additional checkbox that is indented below the main list name, like this:
The per-product mailing list settings are separate from the default list setting you configured previously. The per-product mailing list settings require that the customer opt into the mailing lists during checkout by checking the signup box that you configured previously in order to add customer's to the selected list/group.
Note that the groups under the lists come from the groups you create for the list in your MailChimp account. Learn more in MailChimp's documentation on list groups. Once you create groups, click Save Changes in the EDD MailChimp settings to make new group data accessible to EDD.
Syncing Sales Data
If you install this extension when you already have customers, and you'd like to get past data into your MailChimp lists, you can use the Force Sync option. Go to Downloads → Settings → Extensions → MailChimp → Connected Lists and find the list you wish to sync.
By clicking "Force Sync Now", it will sync all of your store's purchase data into your MailChimp account so that you can send targeted campaigns out to specific types of customers in your shop - right from within your MailChimp Dashboard. To learn more about MailChimp's targeting options based on sales data, see this document.
Note: When doing the import, a tag will be created on the user at MailChimp indicating what product was purchased.
Note: Importing sales data does not add users to your email lists. It only imports the sales data for your existing subscribers and connected them together. For example, if User A is already on your list in MailChimp and then makes a purchase on your store, MailChimp will learn that User A made a purchase. This way you can target emails to "First-time purchasers" for example.
Note: If your store makes more than 1,000 sales a month, we recommend not doing more than a month at a time to avoid exceeding MailChimp's max number of API calls in a given timeframe.
Note: Abandoned cart recovery is not currently supported with the EDD MailChimp extension.
Why can't I see my new MailChimp lists in WordPress?
The extension only retrieves lists from MailChimp every 4 hours (approximately). This is to prevent your site from contacting MailChimp too often. To force refresh your lists, go to Downloads > Settings > Extensions and click Save Changes.
Why aren't users being signed-up at checkout?
The most likely cause is the customer did not opt-in via checkout. If they did not opt-in, they will not be added to your list. Make sure "Show Signup on Checkout" is enabled via the EDD Mailchimp extension settings.
If you have set up anything that causes the customer to bypass the "normal" checkout screen, they won't be added to the 'Checkout' MailChimp list based on your default MailChimp settings. A few examples of this would be " Buy Now" buttons via Stripe Checkout, Paypal, or any other checkout-bypassing setup.
If you are using the Free Downloads extension and you want your users to be subscribed to MailChimp when downloading, make sure to check the "Display Opt-In" setting under Downloads → Settings → Extensions (tab) → MailChimp (section).
If my store is set to bypass the checkout screen, will customers be subscribed to the MailChimp per-product mailing lists?
No. A customer has to opt-in upon checkout or via Free Downloads to be added to your MailChimp list as a Subscriber.
Why didn't a purchase get logged in MailChimp?
Usually, if one of your MailChimp campaigns caused a user to purchase a product from your digital shop, the purchase will be logged in your MailChimp campaign report letting you know. However, if the customer does not have the MailChimp browser "cookie", the purchase will not be logged in MailChimp. Here are a few possible reasons this could happen:
- The customer has cookies blocked in their browser
- The customer cleared their cookies after clicking the link in your campaign
- The customer clicked the link in your campaign but closed their browser and purchased using a direct link later
- The customer used a different computer or browser to complete their purchase
- Any other reason the cookie might not exist will cause the purchase to not be logged in MailChimp.