As many of you know, in the UK we have set up OFN users to integrate with Mailchimp using Zapier.
This has been integral to building our business model as it is one of our paid features and most of the users that pay for OFN use this feature.
It’s super simple. After the initial set up and first integration, future integrations to Mailchimp for other users take about 2 minutes.
How to do it:
You need a Zapier account. To get a paid account for free you need to put the Zapier logo somewhere on your website and then get in touch with them saying you’re a not-for-profit and would like to take advantage of their free basic plan for NFPs. You’ll need to put their logo on your website somewhere… as UK have done here.
You’ll then need to ask a sysadmin to set up a specific user on your OFN DB such that Zapier can access the OFN DB to find out when new users order. In the UK we have set up a secure user that can only access the DB from a single IP (the Zapier IP) with a super secure password (like 60 random characters). This should take a sysadmin an hour tops. See instructions here.
Log into Zapier and set up a Zap that connects Postgres to Mailchimp. Zapier gives really good instructions on how to do this here. Essentially you just need to connect your DB user to Zapier (once only, for all future Zaps this will be remembered). You then put in a custom query that looks something like:
select spree_addresses.firstname, spree_orders.email from spree_addresses, spree_orders where spree_orders.bill_address_id = spree_addresses.id and state = 'complete' and distributor_id = 12345;
This ‘Zap’ be triggered for every order for this enterprise (12345) and will return the name and email address for every new order placed for distributor 12345. Obviously you will set the distributor ID for the distributor you are integrating.
You also need to connect the Mailchimp of the user you are integrating. This is best done over the phone as you’ll need them to give you their username and password and sometimes Mailchimp with text them a code to confirm. In the UK all users have been happy to do this over the phone.
In setting up your Zap make sure you ensure that the Zap first checks if the user is already subscribed to the mailing list. For privacy you should set the Zap to send an email to the user asking if they would like to be on the Mailing List. You can set the wording of this email.
And wallah! Now every time a new user orders they will be sent an email asking if they want to join the Mailchimp mailing list. And users can keep in touch with all the people that order from them via email. Users can decide if they want to manage a separate list for people ordering and for website signups, or these can go on the same list. Up to the user!