Mailchimp Journeys

Overview

The following article will discuss how to create automated email journeys from associated FieldEdge triggers.

• Note: Mailchimp email automation has recently changed from campaigns to Journeys. Email automation is no longer available using the free version of Mailchimp. You are able to create a Journey but you cannot send it until a paid license is activated. More information can be found HERE.

Triggers

The following triggers can be used as a Journey starting point. For a complete listing of Triggers, please visit our article on Mailchimp Triggers.

• Primary
• NewCustomer
• Prospect 
• Customer Type 
• WorkOrderComplete
• NewQuote
• PartsExpiration
• LaborExpiration
• InstalledOn
• ReplaceDate

Sample Journey

There are limitless options for creating email automation in Mailchimp using triggers from FieldEdge. Below we will outline the creation of a basic Journey using the trigger “NewQuote”. This trigger would be sent to Mailchimp after a new pending quote is created in FieldEdge. The goal of this automation would be to send an email to the customer 3 days after a quote is issued, thanking them for the opportunity to quote and also as a touch point in the sales process. Follow the steps below to add the example NewQuote automated email to the Journey.

When you've completed all steps, your journey should look like the above image.

1. First, add a Contact tagged starting point and choose the NewQuote trigger.

2. Next, add a 3 day delay.

3. Now add the Send Email option and choose to Email contacts from your customer journey. Click here to use one of our premade templates for this email.

4. Finally, add the Remove tag option and choose to remove the NewQuote tag.

Congratulations, your Journey has been created and the customer should receive automated emails based on the Journey settings we used in our steps. If you'd like to learn more about creating Journeys in Mailchimp, visit THIS article on Creating a Customer Journey.