Integrate Onvocado with Mailchimp: A Comprehensive Step-by-Step Guide

Before diving into the integration steps, let's explore why connecting Onvocado with Mailchimp can significantly benefit your business:

• Automated Email Campaigns: Streamline your email marketing by automating campaigns based on customer interactions within Onvocado.
• Enhanced Customer Segmentation: Utilize Mailchimp’s advanced segmentation to target your audience more effectively.
• Improved Communication: Deliver personalized and timely emails based on customer behavior and preferences.
• Centralized Data Management: Keep all your customer data synchronized across platforms, ensuring consistency and accuracy.

Before you begin, ensure you have the following:

1. Active Accounts:
   • An active Onvocado account.
   • An active Mailchimp account.
2. API Credentials:
   • Mailchimp API Key and Audience (List) ID. You can find these in your Mailchimp account settings.
3. User Permissions:
   • Ensure you have the necessary permissions in Mailchimp to perform integrations and manage API settings.

1. Start by Logging into Your Onvocado Account

Begin by accessing your Onvocado account:

1. Log In:
   • Navigate to the Onvocado login page and enter your credentials to access your dashboard.
2. Select the Desired Campaign:
   • Once logged in, go to the Campaigns section.
   • Choose the campaign you want to integrate with Mailchimp and Navigate to "Publish" Settings

2. Access the Mailchimp Integration Form

Within the "Publish" settings:

1. Locate Integrations:
   • Scroll to the "Integrations" section within the Publish settings.
2. Select Mailchimp:
   • From the list of available integrations, select "Connect to Mailchimp". This action will open the Mailchimp integration window where you'll input your credentials and establish a secure OAuth connection.

3. Configure Mailchimp Integration Details

Once the connection is established the Mailchimp integration form will appear.

a. Integration Name

• Field: Integration Name
• Description: Provide a name for this integration. This helps in identifying the integration, especially if you have multiple integrations set up.
• Action: Enter a descriptive name, e.g., "Mailchimp Email Marketing Integration".

b. Select Your Mailchimp Audience

• Field: Mailchimp Audience
• Description: Choose the specific audience (previously known as a list) from Mailchimp where you want to sync your Onvocado leads.
• Action:
  1. Click on the "Mailchimp Audience" dropdown.
  2. Select the desired audience from the list of available audiences fetched from your Mailchimp account.

Note: If you haven't set up an audience in Mailchimp yet, you'll need to create one before proceeding.

c. Configure Field Mapping

Mapping your internal Onvocado fields to Mailchimp fields ensures that data is correctly transferred and utilized in your email campaigns.

i. Internal Field

• Description: These are the labels of the form elements used in your Onvocado widget.
• Action: Review the list of internal fields displayed on the left side of the mapping section.

ii. External Field

• Description: These are the corresponding field names in Mailchimp where the data will be sent.
• Action: For each internal field, select the appropriate Mailchimp field from the dropdown on the right.

Important: Ensure that the Email field is mapped and marked as active since it's mandatory for Mailchimp.

iii. Activate All Fields (Optional)

• Feature: All Fields Active Checkbox
• Description: Toggles the activation state of all field mappings.
• Action: Use this checkbox to quickly activate or deactivate all mappings based on your preference.

4. Save and Activate the Integration

After configuring all necessary fields:

1. Review Your Settings:
   • Ensure that all required fields are filled out correctly.
   • Verify that the Email field is mapped and active.
2. Save Changes:
   • Click the "Done" button to save and activate the integration.
3. Confirmation:
   • A success message, such as "Save successful!", will appear, indicating that the integration has been successfully set up.

5. Test the Integration

To ensure that everything is working as expected:

1. Add a Test Lead:
   • Create a new lead in Onvocado and submit the form.
2. Verify in Mailchimp:
   • Log into Mailchimp and check if the new lead appears in the selected audience with the correct data mapped.
3. Troubleshoot if Necessary:
   • If the lead doesn't appear or data is mismatched, revisit the integration settings to ensure that all fields are correctly mapped and that the API credentials are accurate.

• Leverage Mailchimp's Features: Once integrated, explore Mailchimp's automation and segmentation features to maximize the benefits of your integration.
• Ensure Field Consistency: Make sure that the fields in Onvocado match those in Mailchimp to avoid data mismatches and ensure smooth data transfer.

1. Missing Required Fields:
   • Symptom: Leads are missing essential information in Mailchimp.
   • Solution: Ensure that all required fields, especially the Email field, are correctly mapped and active.
2. Permission Issues:
   • Symptom: Integration fails to authenticate or perform actions.
   • Solution: Verify that your Mailchimp account has the necessary permissions to access and modify audiences and contacts via the API.

Integrating Onvocado with Mailchimp empowers you to harness the full potential of your email marketing efforts. By automating data synchronization and leveraging Mailchimp's robust CRM and email marketing tools, you can enhance customer engagement, streamline your workflows, and drive better business outcomes. Follow the steps outlined in this guide to set up the integration effortlessly and start optimizing your marketing strategies today.

If you encounter any challenges during the integration process or have questions, feel free to reach out to our support team for assistance.