Automating welcome emails with MailChimp and eCommerce360

MailChimp is one of the premier email marketing platforms that offers unmatched control and flexibility, along with exceptionally robust automation and reporting toolsets.

The automation feature of MailChimp provides a simple, yet astronomically powerful system for sending welcome and follow up emails to customers after they complete a purchase on your website.

Before diving into the specifics of MailChimp’s automation suite, let’s look at a few example use cases where you may want to utilize automatic emails after purchase:

  • Special care or usage instructions for the purchased product
  • Setup documentation and FAQs for a product
  • Instructions for activating a license key
  • Coupon codes or special offers for follow up purchases
  • Just to say “Hello!”

These are all good examples of automatic emails that could benefit you and your store. The good news is that setting up these kinds of emails takes only a few minutes and is really, really simple.

First, if you don’t have one, sign up for a free MailChimp account. You can subscribe up to 2,000 email addresses before every paying a dime, letting you discover if MailChimp is the right platform for you.

Once you have a MailChimp account set up, you will need to obtain a copy of our extension that lets you connect your Easy Digital Downloads store to MailChimp. If you need assistance with setting up our MailChimp extension, see our documentation portal.

Anytime a customer makes a purchase and is subscribed to an email list, or subscribes during purchase, Easy Digital Downloads will send the purchase data to MailChimp through their eCommerce360 API. This will allow you to send unique emails based on the item or items purchased.

Let’s now walk through the basic process for creating an automation routine that sends a welcome email to all customers that purchase a specific product. To do this, first click on the Automation link in the top menu:

MaiChimp Automation

From here, click on the Create Automation Workflow button:

You will now be prompted to select the email list you want to use. Pick a list and then you will be shown a screen with a number of options. From this screen click on Specific Product Purchase:

Specific Product Purchase

At this point you will be asked to configure the workflow. This entails setting the workflow name, a from name and email address, and a few other options. Configure this to your liking and then click Next in the bottom right corner.

Now you are asked to choose the product that needs to be purchased to send this email. Choose your product from the drop down menu and then click Next step: Emails.

Product purchased

You can now create one or more emails that you want to send to customers after they purchase your product.

Create emails

For this example, we will just create a single email but you can create any number you wish. You may, for example, want to create a series of emails and set it up so that the customer receives one email immediately after making the purchase, a second email a week later, and then a third email at one month.

The screenshot below shows an email that is delivered immediately after the purchase is made.

Workflow email

Go ahead and click on the Design Email button to configure and build the email.

At this point, you will be placed into MailChimp’s standard campaign email editor. You will first be asked to name your email, give it a subject, and set the from name and email. Once you have done that, you can continue to the next step where you get to select the template for your email.

Here is an example of a nice follow up email that helps to reassure customers they can contact you if they have questions. It also includes a link to a documentation site in case they want to look up frequently asked questions. And at the bottom, a 20% discount is provided for any future purchases to help incentivize the customer to returning to your site.

Sample email

Once you have finished designing your email, click on to the next section for Scheduling / Segmentation.

On this screen, you will be able to configure the days of the week you want your emails to be delivered. You can also control the time of day that the emails are delivered, and even restrict sending to specific segments in your MailChimp list.

Segmentation and scheduling

You are now done with your first email! If you want, you can now return to the workflow overview and setup additional emails.

Workflow overview

If you’re ready, go ahead and click Confirm and then you can start the workflow!

After your workflow has been started and customers have made purchases on your website, you will be able to visit the Reports section of Automation to see how well your emails are performing.

The reports section shows detailed information about your emails, including how many emails are being sent, how many are opened, how many customers have unsubscribed, and more.

Workflow reports

You will even be able to drill down into the report to view data about specific emails, which is great if your workflow includes multiple emails of a period of a few weeks or months.

One of the most important details in the reports section is the eCommerce360 tab. This tab will show you how much additional revenue the automatic emails in your workflow have generated:

Screen Shot 2015-10-11 at 5.54.08 PM

MailChimp’s automation tools are exceptionally powerful and a huge asset to any business owner. If you’re not sending automated welcome and follow up emails, my only question to you is: why not?

Comments

Thanks so much for this, I used it as inspiration to finally put together my first email course. I have eCommerce 360 link tracking enabled on the settings for my automation workflow, is there anything else I need to do to ensure that EDD sales are being recorded as such (I am using the MailChimp extension) in MailChimp?

If so, that’s some automagic goodness, just wanted to make sure I wasn’t missing out on a setting I had to set up either in MailChimp or EDD MailChimp to make sure conversions from my automation workflow are being recorded properly. The article outlines how to use the eCommerce 360 API to trigger a workflow after a purchase, but I’m working the other way around and want to use an automation workflow to trigger a sale. Thanks!

Reply

Glad to hear it!

Sounds like you have everything configured properly!

If you haven’t already, I would encourage you to also enable the Google Analytics campaign tracking in MailChimp so that MailChimp includes campaign parameters on all URLs. That way you can view reports both in Google Analytics and MailChimp to get the best overview.

Reply

Hi guys,

Cool new extension! Will you build one for Campaign Monitor?

Ricco
🙂

Reply

Campaign Monitor does not have as robust eCommerce tracking or automation tools, but it’s certainly something we’d like to offer in the future.

Reply

Hey,

Campaign Monitor have advanced automated flows just like MailChimp and also their Transactional Email works extremely well.

Anyway, something to work with CM could be cool 😉

Thanks for a great EDD.
Ricco

Reply

Oh! That’s news to me 🙂

We’ll look into it!

Reply
Erin Howard

Great article, but you might want to note that the Automation feature is not available on free MailChimp accounts, only paid ones. With the free account, the only automated email is available is a welcome email that goes out after someone confirms their subscription to your list, and you have to make sure the option for that is checked off.

Reply

Thank you for pointing that out!

Reply
Dimitri Longo

hello

I want to buy a licence but not sure if it works with e-commerce v3.0. A friend of mine have your extension Mailchimp says alway “Requires an e-commerce v3.0 integration” when you want to add Automations. So i ‘m bit confused before buying the the extension.

Thanks

Reply

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