Send an email list to MailChimp

This article will guide you in sending Identities from Lexer to MailChimp, to update existing lists within MailChimp.

Before you get started, make sure you’ve done the following:

  • Integrated a MailChimp account with Lexer
  • Created an activation to MailChimp in Lexer Activate (contact Lexer Support if not)
  • Built your Tribe or Tribes in Lexer Identify

You can read more about integrating accounts here, or if you need a refresh on setting up Tribes head here.

Sending your Tribe to MailChimp

When you’re ready to send your Tribe to MailChimp, navigate to Lexer Activate.

  • 1.Click ACTIVATE NEW AUDIENCE to get started
  • 2.Select the appropriate MailChimp account for this activation
  • 3.Add your Tribe
  • 4.Update the audience name, and select which list to update in MailChimp
  • 5.Check the appropriate list action - in most cases you’ll just want to maintain your list
  • 6.Choose which attributes you want to send to MailChimp
  • 7.Select to append an attribute that will allow you to query the performance of this activation in Identify
  • 8.Agree to terms, and click SEND AUDIENCE

Set and forget - auto-updating audiences

Lexer Activate permits you to automatically update your lists within MailChimp. With this selected, Lexer will add or remove tags within lists in MailChimp, as customers enter and leave your Tribe. This is best suited for customer segments that receive regular emails outside of your standard marketing materials, such as high value customers.

Okay I’ve sent my audience, what next?

The moment your activation has been confirmed as sent in Activate, you’ll see records begin to update in MailChimp. The list won’t be fully updated until after you receive a confirmation email from Lexer, to avise the activation has completed. With Mailchimp’s current API we are able to send approximately 25,000 records across per hour, you will see these update in Mailchimp in realtime.

When everything has arrived in MailChimp, you’ll see your audience name from Activate is now a tag on your selected list. Later on, you’ll use this tag to target your Tribe.

Create your MailChimp campaign

When you’re ready to send an email to your Tribe, you’ll need to create a Campaign in MailChimp.

  • 1.Click CAMPAIGNS

This will open a dialog box, prompting you to select specifics for your campaign. The GIF below will step you through this part.

  • 1.From the dialog box, select EMAIL
  • 2.Unless required, leave your email campaign set to REGULAR
  • 3.Name your campaign - make sure it’s instantly recognizable
  • 4.Now click BEGIN

Once you’ve created your campaign, you need to add the following:

To Which list, and tags are we sending this email to?
From Who are we saying the email is coming from?
Subject What will the subject line of the email be?
Content What will the email design be?

Selecting your list and tags

Step 1 - To

  • 1.Select the list you wish to email
  • 2.Now select the tag within that list - remember this will be the name of your activation from Lexer
  • 3.Check this box, and specify the merge fields, if you’d like to include customer personalisation, like their first name
  • 4.Click Save

Step 2 - From

  • 1.Set the name of the person who the email is from, this could be an individual, a team, or an organization
  • 2.Set the email address this will be sent from
  • 3.Click Save

Step 3 - Subject

  • 1.Add a subject line for your email
  • 2.You can also include a line of preview text to accompany the subject line
  • 3.Click Save

Step 4 - Content

Choose which template makes sense for your campaign, or create a new one, and click Next. The next step is designing your email - Whatever you choose here will go out to your Tribe.

  • 1.See a preview of your email here
  • 2.Drag and drop new content modules onto your email
  • 3.Set the colors, borders, padding etc
  • 4.You can share your working design with colleagues. Their comments and feedback will appear here
  • 5.Click Save & Close (note: this won’t send your email - that comes next)

Sending your email

Once you’ve completed these steps, you’ll see a green tick displayed next to each. Now you can either choose to schedule your email for a later date, or send now. It’s important to note that most campaigns cannot be unsent.

Take a deep breath, and push that big red button.

Further reading

If you want to hear this from the monkey’s mouth, check out Create a regular email campaign by MailChimp. Or check out some of our related articles below: