A new Action has been created in Bloom Workflows that allows you to integrate Mailchimp (a marketing automation platform that allows you to send emails to a predetermined audience) meaning you can now use a Workflow to trigger an email to your learners. This guide will show you exactly how to configure Mailchimp and Bloom to make this work, and how to set up a workflow to trigger this new Action.
- Once a Mailchimp account has been created, please navigate to the campaigns section of Mailchimp and click the create campaign button.
- A dialog will be displayed giving you a list of the different campaigns that can be set up. Continue by clicking the email type
- Now we want to set up the automation part of the campaign, so you will now have to click the Automation tab. This will display a list of email triggers. In Bloom, the best way of handling individual emails based upon events would be to select the ‘Email subscribers when they’re tagged’ option.
- The next step would be to select the audience from the dropdown list. On the free Mailchimp plan you can only have one audience, so this will be selected by default.
- Next you will be displayed the settings page of the campaign. In this area you will be able to update a variety of things but the main aspects we want to edit here is the actual email template itself and what tag needs to be assigned for this email to get triggered.
- As you can see below, a tag has been set up and attached to this automation. A prebuilt template has also been created and added.
- The majority of setup has now been configured in Mailchimp, now lets head back over to our Bloom instance and create a workflow with Course Completion as its Event and makes use of the new Send Mailchimp campaign Action. (You can of course use any of the available Workflow Events that you wish). We can see in the screenshot below that the config fields are not displaying because the api keys have not been set up.
- Let’s navigate to the Settings>Workflows area. Here there are two new fields that must be enabled in order for the action to be triggered correctly. Firstly, to find your api keys you must navigate to this link: https://us2.admin.mailchimp.com/account/api/. If you haven’t yet created your api in your Mailchimp account, it’s very quick and easy to do. Follow the instructions on screen.
Next, you need to find the value for the server field of your Mailchimp account. If you haven’t already, log into your Mailchimp account and look at the URL in your browser. You’ll see something like https://us2.admin.mailchimp.com/. The us2 part is the server prefix, and that’s what you need to copy into the Settings>Workflows area of your Bloom instance. Your server value may be different. It is important to use the Test credentials button in Bloom to ensure that you have set up the correct keys. This will ping the Mailchimp API to test that it is working correctly.
Now, heading back to the workflows area, you will now see the alert has disappeared and new fields have been displayed.
The first field requires you to select the Audience that you want to send your Mailchimp campaign to (users do not have to be already part of the audience. If a user does not exist in the audience Bloom will automatically add the user to the audience). This specifies to the system where your learner will be added to.The second field now requires you select the tags that will get added to a user in Mailchimp once the workflow has been triggered. This is important as this tag is what will determine your email being sent. Recipients in your Mailchimp campaign will only get sent your email once the tag has been applied to them. Navigate back into the Mailchimp campaign settings to make sure you select the right tag in the Bloom workflow.
Tip: You can add multiple tags to one action, to trigger different campaigns at the same time.
Important to note: Users can only get sent one email per campaign.
Well done! You have now set up a workflow that sends a custom email to every learner that completes a designated course.