What a configuration could hand over
A configuration says more about a customer than a form does. The product they built and the price tier they landed in can travel to the list with them, so the follow-up can be written for that rather than as one campaign for everyone. Which fields are sent follows your own consent and processing rules.
Audience
The customer could be added to your audience with a status that matches the consent given in the configurator's form.
Merge fields
Product, dimensions and price could go into merge fields that you first define on the audience, so an email can display them.
Tags
Tags by product line and price tier would let you reach, for example, everyone who built a carport in the top specification.
Customer Journey
The contact could start an agreed journey through a step with the Customer Journeys API condition, such as a reminder about an open quote.
What we need to connect it
Access would run through the Marketing API with your account's API key, or through OAuth 2.0 if you would rather not share a key.
We need the audience ID and the list of merge fields you want on it; new fields have to be created before launch.
Consents are agreed up front: whoever ticks the marketing box can be subscribed to campaigns, everyone else would stay a contact without campaigns.
For testing we recommend a separate test audience.
Worth deciding up front
- Mailchimp bills by the number of contacts in the audience, so every enquiry added makes it larger. Decide whether everyone should go into the audience or only those who gave consent.
- The Marketing API allows ten simultaneous connections per account. That does not matter for single enquiries, but it does for a bulk import of older ones.
- The number of merge fields per audience is limited by plan, so they hold only what an email will actually use. The full specification stays behind the 3D preview link.
Questions about this connection
Will Mailchimp send the customer a confirmation of the enquiry?
Standard Mailchimp is built for campaigns; individual transactional messages are offered as the Mailchimp Transactional add-on. The confirmation could therefore go out from your company mailbox, with Mailchimp taking over the follow-up.
What if the contact is already in the audience?
The API can update an existing contact by email instead of creating a duplicate. We agree whether a newer configuration overwrites the field values or only adds a tag.
Other integrations
Put Mailchimp to work in your sales.
Tell us what you sell and how an enquiry is handled today. On the demo you will see the configurator, and we will go through which data could flow from it into your system.