This guide explains how to set up email marketing using Mailchimp through the Grafterr Admin Panel.
Mailchimp is a powerful email marketing platform that enables businesses to manage customer audiences, automate email campaigns, and run targeted promotions to improve customer engagement, retention, and loyalty.
By integrating Mailchimp with Grafterr, businesses can send promotional emails, marketing campaigns, and loyalty communications directly to customers who have opted in to receive marketing communications while placing orders through the website or mobile app.
Creating an account with Mailchimp:
To begin using Mailchimp for email marketing, you must first create a Mailchimp account. Follow the steps below to set up your account:
Start by creating an account through the official sign-up page of Mailchimp:
https://login.mailchimp.com/signup/Once you open the link, you will be directed to the Mailchimp sign-up page. Here, you can create your account using either your email address or your Google account.
After entering your details, you may optionally tick the checkbox if you do not wish to receive marketing information or promotional emails from Mailchimp, and then click “Sign Up.”
After signing up, a verification email will be sent to your registered email address. Open the email and click “Activate Account” to activate your Mailchimp account.
Once activated, Mailchimp will guide you through a short onboarding process where you will be asked to provide basic details such as your name, phone number, business name and business address.
Mailchimp will also ask you to choose the important marketing channel for your business. For this setup, select Email and proceed. You may also enter your website URL, although this step can be skipped if you prefer.
Lastly, Mailchimp will ask you to select a subscription plan. For the purpose of this guide, we will select the Free Plan, which allows you to create one audience with a limit of 250 contacts.
Just to understand the difference between the two terms, audience represents your business’s email list and contacts are the individual customers within that audience who have subscribed or opted in to receive communications.
Once the plan is selected and you complete the setup process, you will be directed to the Mailchimp homepage.
Creating an API Key in Mailchimp:
To connect Mailchimp with your Grafterr account, you will need to create an API Key, which acts as a secure authentication token for the integration:
After logging in to your Mailchimp dashboard, you will first need to delete the default test audience if you are using the free plan.
Mailchimp automatically creates a test audience when a new account is set up, but the free plan only allows one audience, which Grafterr will create automatically during integration.
So in order to integrate with Grafterr successfully, deletion of test audience is needed. If you are using a higher plan type, then deleting is optional.
To delete the test audience, open the audiences screen using the following link:
https://us5.admin.mailchimp.com/lists/Locate the test audience and click the checkbox next to its name. A "Delete" option will appear near the sorting dropdown menu. When the confirmation pop-up appears, type DELETE in the confirmation box and click the delete button to permanently remove the test audience.
After deleting the test audience, click the "Profile" icon located at the bottom-left corner of the page and select "Account & billing" to open your account overview screen.
On the account overview page, open the "Extras" dropdown menu and select API Keys. This will take you to the API Keys screen. Scroll down to the section labeled "Your API Keys" and click on "Create A Key."
Mailchimp will generate a new API Key. Once created, the key will be displayed on the screen (usually partially hidden for security reasons).
Make sure to copy and store this key securely at the creation stage itself, as it will be required when connecting Mailchimp to your Grafterr account.
Integrating Mailchimp via Grafterr Admin Panel:
Once your Mailchimp API Key has been created, the next step is to integrate it with the Grafterr Admin Panel:
Start by logging in to your Grafterr Admin Panel through the Grafterr website using your account credentials. After logging in, locate the navigation menu on the left-hand side of the screen.
Scroll down until you find the module called “Advanced Settings.” Under this section, click on the sub-module “Integrations.” Inside the Integrations section, you will see a list of available integrations such as Mailchimp, Bird, Worldpay, and others.
Locate Mailchimp, and click “Integrate” next to it to begin the setup process. Once you click integrate, a field will appear where you need to paste the Mailchimp API Key that was created earlier. After pasting the key, click “Connect to Mailchimp.”
If the API key is valid, the Grafterr system will successfully establish a connection with your Mailchimp account. After the connection is completed, the integration screen will display the number of contacts currently available in Mailchimp along with the number of customers in Grafterr who have opted in to receive marketing communications.
To transfer your customer data to Mailchimp, click “Sync Customer Data.” This will synchronize your opted-in customer data from Grafterr to Mailchimp and automatically create contacts within your Mailchimp audience.
Once the synchronization process is completed, the updated number of contacts will be visible in Mailchimp.
That’s it! You have successfully learned how to set up and manage Mailchimp integration for email marketing through the Grafterr Admin Panel. If you face any issues along the way, feel free to reach out to our support team.