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 eCommerce360 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.                 

  • We recommend you change Shopify’s default checkout setting to prevent adding customers to your list who’ve already opted out of marketing.

  • 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.

How it Works

MailChimp for Shopify syncs your existing orders and customers from Shopify 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.

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 merge 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.  

Change Default Shopify Checkout Setting

To avoid potential spam complaints, only sync your customers who opt-in to receive marketing emails from you to your MailChimp list.

To change Shopify’s default checkout setting to make sure the right customers are added to MailChimp, follow these steps.

  1. Log in to your Shopify account.

  2. Click Settings.

  3. Click Checkout.

  4. In the Order processing section, click the radio button next to Customer does not agree to receive promotional emails by default.
    A screenshot of the checkout settings in Shopify

  5. Click Save.

After you update this setting, you’re ready to install MailChimp for Shopify.  

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.

  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 MailChimp for Shopify, you can accomplish a lot with the data you collect.

Build E-Commerce Segments

Use segments to identify subscribers who made specific purchases at your Shopify store, like everyone who ordered a certain product, or spent more than $100.
Getting Started with Segments
Segment a List By Purchase Activity
How to View Subscriber Purchase Data

Track Campaign Purchases

Turn on eCommerce360 click tracking in MailChimp to track Shopify purchases from your campaign.
About eCommerce360

Send E-Commerce Campaigns and Automations  

Stay in touch, let customers know when a product is back in stock, or use Automation to send your Shopify customers a series of campaigns to encourage them to make another purchase.
Create a Campaign with Campaign Builder
About Automation
Create an Automation Workflow
Ways to Use eCommerce360

View Results

View a campaign report to determine your campaign’s ROI, or see a customer’s Shopify purchases in their subscriber profile.
About Campaign Reports
Review ECommerce360 Data

 

Disconnect MailChimp for Shopify

Disconnecting MailChimp for Shopify is a two-step process: delete stores from shopify.mailchimpapp.com and disconnect in Shopify.

Remove Shopify Store

  1. Navigate to shopify.mailchimpapp.com.
  2. Click Delete next to any store you want to disconnect. You'll be redirected to the Apps page in your Shopify account.

 

Disconnect in Shopify

To disconnect MailChimp for Shopify, follow these steps.

  1. Log in to your Shopify account.

  2. Click Apps.
    Apps in navigation bar

  3. In the Installed Apps section, click the ••• button for the MailChimp for Shopify application and choose Remove this app.
    Remove Shopify

If you want to completely disconnect the integration, delete all of your connected stores.

 

About Purchase Data

We recently upgraded MailChimp for Shopify with a powerful new sync process. If you previously connected an e-commerce integration to a list that’s also connected to Shopify, you’ll notice a change in subscriber profile purchase data.

On the E-commerce tab of subscriber profiles, you’ll see two sets of purchase information. Shopify purchase data will appear first, and purchase information from your other e-commerce integrations will appear below it.  We keep other integration purchase information in your list for your records, but you won’t be able to create segments from this data.

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