Manage Email Contacts & Campaigns with FluidSurveys’ MailChimp Integration!

FluidSurveys is striving to make your workplace more efficient with our suite of popular integrations. These integrations allow FluidSurveys to talk with your favourite apps so that you can automate tasks and reduce redundancies.  With our latest integration, we weren’t monkeying around! We’ve integrated with MailChimp to make collecting feedback from your lists, updating and managing contacts, and sending email campaigns even easier.

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Who Can Use This Integration?

Any FluidSurveys’ customer with a MailChimp account can use this integration. If you’re interested in trying this new integration out but don’t have a MailChimp account, you can sign up for a free account by clicking here.

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About the MailChimp Integration

This integration will allow you to send surveys automatically based on activity in your MailChimp account, or you can use it to automatically populate MailChimp with information you’re collecting in FluidSurveys.

Here are the functionalities that are possible with this integration:

  • Trigger actions based on MailChimp events. For example, you can trigger a survey to send to a contact when he has been subscribed to a list.
  • Subscribe and unsubscribe contacts in MailChimp after collecting their information on a FluidSurveys form.
  • Modify campaign statuses and scheduling after receiving information on a FluidSurveys form.

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How to Setup the MailChimp Integration in Your Account

STEP #1: INTEGRATE YOUR ACCOUNTS

1.1. To connect your FluidSurveys account to your MailChimp account, first look for the “Tools” dropdown on the toolbar in your FluidSurveys account. Once selected, you will see  various options including one called “Integrations”. Click on this option and you will be taken to the Integration section.

tools-integrate

 

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1.2. Under the Integration section, you will see a list of all previous integrations you’ve set up. Here, you will also have the opportunity to add a “New Integration”. After clicking this option, a list of all available FluidSurveys’ integrations will appear. Choose the MailChimp integration.

integrations-mailchimp

 

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1.3. Next, a dialogue will appear prompting you to enter in your MailChimp account information. By doing this, you’re allowing the two applications to talk to each other so that when activity occurs in one, events can fire in another.

connect-account

 

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1.4. Congratulations! Your accounts are officially integrated. Now the fun part begins – automating tasks!

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STEP #2: AUTOMATE TASKS

2.1. The Automations section is located on the left panel, under Integrations. In Automations, you will see a list of all previous automations you have set up. Click on “New Automations” to get started.

In this example, I will be building an automation that will automatically add survey respondents, who have indicated they are happy with a product, to a sales list in MailChimp. A sales team could then use this contact list for upselling services.

new-automation

 

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2.2. You can now begin setting up your automation. In the events section, choose the application in which an event will occur to trigger the process. In this case, I want the automation to activate when I receive a new completed response for the survey “Customer Satisfaction”.

mailchimp-event

 

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2.3. However, I don’t want just any respondent who has completed a response to be added to my MailChimp sales list. I’m interested only in adding those respondents who answered that they were either “extremely likely” or “very likely” to recommend my product. I also want to make sure that only English-speaking respondents are added to that English mailing list. As you can see from the image below, the “Filters” section allows you to select who is added to your list based on your respondents’ survey answers and descriptive variables, like language.

mailchimp-filter

 

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2.4. The last thing we have to set up is “Actions”. The “Actions” section describes what we want to occur when a respondent meets the conditions we have just created. As previously mentioned, we want respondents to be added to a mailing list we’ve already set up in MailChimp. This is shown in the image below. The “No Delay” means that we want the respondents to be added to this list immediately, instead of a couple days after completing the survey.

“Mapping Configurations” simply connects the fields in MailChimp, like First Name and Email Address, with data collected by FluidSurveys. That way, the right information is being transferred between accounts.

Notice that you can also set up multiple actions by clicking on the “Add New Action”. For example, if your sales team has an upsell email at the ready, you could use “Add New Action” to select “Send Campaign Immediately”. That way, both actions would happen based on the one event.

actions

2.5. Now for the best part: making your automation live. At the top of the automation we just created, click on the grey toggle that says “off” to “on”. You’ll also notice the “Save” button, and “Actions”, which allows you to duplicate, cancel or delete the automation.

mailchimp-on

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In summary, the MailChimp integration helps you collect feedback and take action faster so your business can reach its full potential. These automations save you time and effort, reduce redundancies, and allow you to focus on more important business tasks.

If you have any questions about this integration, contact our support team at support@fluidsurveys.com.

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Shannon McCluskey

Shannon is a marketing specialist at Fluidware. She is passionate about sharing knowledge on the latest survey insights and product features. Shannon is also very active in the local technology community, and mentors startups on marketing strategy.
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2 Comments

  • Bita says:

    Hi, I would like to know if this senario is possible:

    we have a survey in fluid survey and one of the question on that survey asking about client’s email address.
    by submitting the survey, the auto generated email from mailchimp can go to the same client who submitted the survey. so we don’t have any list of email addresses, client gives us thier email addresses then we send them an autogenerated email.
    thanks for your support.

    • RickPenwarden says:

      Hi Bita,
      That scenario is possible! Check out section 2.4 of the blog. The ‘Mapping Configurations’ can connect your respondents’ email with your Mail Chimp account. Then the auto-generated email can be set up through Mail Chimp.
      Hope this helps!