Use MailChimp for Shopify

This feature requires Manager user level or higher.

MailChimp for Shopify helps you keep in touch with customers who have purchased a product from your Shopify store.

Connect MailChimp for Shopify, and we’ll automatically sync customers and their purchase data to MailChimp. Use Shopify data to create targeted campaigns, or use our e-commerce link tracking to track sales and measure your ROI.

In this article, you’ll learn how to install MailChimp for Shopify, view your customers in MailChimp, and send an email from Shopify.

Before You Start

Here are some things to know before you begin this process.   

  • MailChimp for Shopify allows you to sync multiple stores to MailChimp or connect a single store to multiple MailChimp accounts. To give you flexible segmenting conditions, we recommend you sync one store per MailChimp list.

  • Be sure to change Shopify's default checkout setting, which violates our best practices for a permission-based list. To change the setting and allow customers to opt in to your marketing list, visit your Shopify Checkout Settings page.

    • On your Checkout Settings page, scroll to Order Processing.

    • Click Customer does not agree to receive promotional emails by default, and click Save.

  • To avoid seeing out-of-stock items in Product Recommendations, turn on inventory tracking in Shopify.

  • Shopify customers who haven't signed up for marketing emails will appear in the Transactional portion of your list, and cannot be exported. See View or Export a List.

     

How it Works

MailChimp for Shopify syncs your existing orders and customers to your MailChimp account. Product orders are synced to your MailChimp account after at least one person purchases the item and indicates that they want to receive marketing emails. Product orders will be stored in subscriber profiles and campaign reports.

New customers will be automatically added to your MailChimp list after they purchase from your Shopify store. Aside from email addresses, the sync does not add any customer list fields to your MailChimp list.

If a customer unsubscribes from a MailChimp campaign, we’ll sync their opt-out status to your Shopify account so they won’t receive any additional marketing from you.

Install MailChimp for Shopify

To install MailChimp for Shopify, follow these steps.

  1. Navigate to shopify.mailchimpapp.com.
  2. Click Sign In With Your MailChimp Credentials.
    Click Sign In With Your MailChimp Credentials.
  3. Input your MailChimp username and password and click Log In
    Type in username and password to connect Shopify with MailChimp
  4. Click Add Store. 
    Click Add Store.
  5. Input your Shopify store URL, and click Add Store.
    Input store URL and click Add Store.
  6. On the Install MailChimp for Shopify page, review the information and click Install MailChimp for Shopify.
    Click Install MailChimp for Shopify to install the integration.
  7. Choose a list from the Select a list to sync drop-down menu, and click Start Syncing.
    If you don't have a list, MailChimp for Shopify will create one for you. The initial sync process may take a few minutes. 
    Select a list to sync from the drop-down menu.

If you want to sync other Shopify stores to your account, click Add Store.  Sync each Shopify store with its own list in your MailChimp account, so you get the most out of our e-commerce segmenting tools.

After you’re connected, log in to your MailChimp account to view Shopify customers as they’re added to your list.

View Shopify Customers in MailChimp

With MailChimp for Shopify connected, you can view e-commerce data for your campaigns and individual subscribers. Create segments that target subscribers based on data like product purchased, total number of orders, or purchase date. Additionally, all subscribers added through MailChimp for Shopify have a signup source of MailChimp for Shopify, so you can do things like create multi-part segments.

To view your Shopify customers in MailChimp, follow these steps.

  1. Navigate to the Lists page in your MailChimp account.

  2. Click the name of the list you want to work with.

  3. Click the Segments drop-down menu and choose Create a new segment.

  4. Set the drop-down menus to Signup Source | source was | MailChimp for Shopify.

  5. Click Preview Segment.

  6. Review the segment, and click Save as Segment.

  7. In the pop-up modal, type a name for your segment, and check the Auto-update box.

  8. Click Save.

Send an Email from Shopify

Choose a product or collection in your Shopify account, and automatically create a MailChimp campaign that contains your product images and information.

To send an email from your Shopify account, follow these steps.

Email a Product

  1. Log in to your Shopify account.
  2. In the navigation panel, click Products
    Choose products
  3. In the Products menu, click Products.
    Products in products menu
  4. Check the box next to your product name.
  5. Click the Bulk actions drop-down menu and choose Email using MailChimp.
  6. Select a template to use from the options provided, and click Send to MailChimp.

In MailChimp, continue through the Campaign Builder and schedule or send your campaign as you normally would.

Email a Collection

  1. Log in to your Shopify account.
  2. In the navigation panel, click Products.
    Choose products
  3. In the Products menu, click Collections.
    Choose collections
  4. Click the name of your collection.
  5. Click the ••• button in the header of the page, and click Email using MailChimp. Select to Send Email with MailChimp from the drop-down menu.
  6. Select a template to use from the options provided, and click Send to MailChimp.

In MailChimp, continue through the Campaign Builder and schedule or send your campaign as you normally would.

By default, we'll send your campaign to the list your Shopify store is connected to and use the name of your Product or Collection as the subject line. To edit these defaults, navigate to the Recipients or Setup step of the Campaign Builder.

Next Steps

After you connect to Shopify, you can do a lot with the the data you collect, like build segments, send Automation workflows, track purchases, and view results.

Find out everything MailChimp has to offer with these guides.

View MailChimp for Shopify Purchase Data

Segment a List by Purchase Activity

Add a Shopify Buy Now Button

About Product Recommendations

About Abandoned Cart Workflows

How to Use MailChimp for E-Commerce

Disconnect Your Store

When you disconnect a Shopify store from MailChimp, you’ll no longer see the store’s purchase data in your MailChimp list. To view the data again, you'll need to reconnect the store.

To disconnect your Shopify store from MailChimp, follow these steps.

  1. Navigate to shopify.mailchimpapp.com and sign in with your MailChimp credentials.

  2. Find the store you want to disconnect, and click Disconnect.

After you disconnect, you should see a confirmation message.

The MailChimp for Shopify app will remain installed in your Shopify account. To fully uninstall MailChimp for Shopify, check out Shopify’s guide on How to Uninstall an App.

 

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