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Integrate Fresh Relevance with Mailchimp using Transactional Email (Mandrill)

Learn to integrate Fresh Relevance with MailChimp using Mandrill to send triggered transactional messages.

Before you start

Things you need to know:

  • You must have a:

    • Mailchimp Transactional Email (Mandrill) account

    • Mailchimp account

    • Fresh Relevance account


Set up your lists in Mailchimp

This step is optional if you’re only sending triggered emails, but it is required if you want to export segments from Fresh Relevance to Mailchimp.

  1. In Mailchimp, go to Audience > Audience dashboard.

  2. Select an existing Audience or create a new one.

    1. To do this, expand the Manage Audience drop-down menu.

    2. Select View audiences, then Create Audience.

    3. Enter a name such as Fresh Relevance triggered emails or Fresh Relevance segment.

  3. To get your Audience ID, select Settings, then Audience name and campaign defaults.

  4. Under the Audience ID section, make a note of the ID shown.


Choose Mailchimp in Fresh Relevance

  1. In Fresh Relevance, expand the User menu, then go to Settings > Triggers and Messaging integrations > Messaging Providers.

  2. Expand the Service providers drop-down menu, and select Mailchimp (using Mandrill)

  3. Select Next.


Create a Mailchimp API key

You need a Mailchimp API key if you want to:

  • Check whether a contact is subscribed before sending a triggered email, or

  • Export a segment from Fresh Relevance to a Mailchimp audience.

  1. Go to User > Profile > Extras > API Keys.

  2. Select Create A Key.

  3. Copy the newly created API key entry from the list and paste it into the Mailchimp API Key field in Fresh Relevance.


Create a Mailchimp Transactional Email (Mandrill) API key

  1. Go to User > Profile > Extras > API Keys.

  2. Select Create A Mandrill API Key.

  3. Sign in to your Mandrill account.

  4. Select New API Key to open a small form.

  5. Fill out a key description and leave the API Key restrictions unchecked.

  6. Copy and paste the Key field into the Mandrill API Key field in Fresh Relevance.


Create a default Mailchimp Transactional Email (Mandrill) email template

  1. In Mandrill, go to Outbound > Templates.

  2. Select Create a Template and set up your template.

  3. Find the Template Slug field in the Template Info section.

  4. Copy the value and enter it in the Default Mandrill Email Template field in Fresh Relevance.


Set the from address

Enter your preferred email address. This will be listed as the from address for your abandonment emails.

To find this, in Mailchimp, go to Settings > Sending Domains


Set your field mappings

Field mapping is required if you:

  • Send contact data other than email addresses

  • Use an Add‑to‑list trigger

  • Export a segment to Mailchimp

  • Send emails using Mandrill

In Fresh Relevance, you must have a field mapping for each Mailchimp or Mailchimp transactional email field used. To set your field mappings:

  1. Expand the User menu and go to Settings > Triggers and Messaging integrations > Messaging Providers, then select the field mappings link by the appropriate messaging channel.

Access Mailchimp field settings

  1. In Mailchimp, go to Audience > Audience Dashboard > Manage Audience > Settings > Audience fields and |MERGE| tags for your chosen list. Note that you should use the Mailchimp field names from the merge tag (e.g., FNAME, not First Name; LNAME, not Last Name).


Map fields in Mailchimp

For each field you want to map in Fresh Relevance:

  1. In Mailchimp, select Add A Field.

  2. Choose a field type and fill out the field label and tag name.

  3. Use the tag name for the Fresh Relevance fieldname mappings.


Set up Abandonment trigger

To ensure that your cart abandonment emails are sent out at the right time, you need to set up the waiting time before sending them. Additionally, you have the option to enter a specific email ID number from Mailchimp in the Send Email field. If you don't enter an ID number, the email will be sent to the address specified in the general settings by default.

To find a specific email ID, go to Mailchimp Transactional Email (Mandrill) > Outbound > Templates. Select the template, then Template Slug.


Send a test email or SMS

After completing setup, send a test message to confirm that the integration is working correctly:

  1. Go to Content > Cart Layout and select the appropriate Cart Layout.

  2. On the Cart Layout preview, under the heading Send Test Message, expand the drop-down menu and select the email you want to test.

  3. Enter an email address or phone number to send the test email to.

  4. Select Send Test Message(s), and a popup message will appear at the top of the screen, confirming that a test email was sent.

The test email or SMS is delivered to the specified email address or phone number.

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