1. Mailchimp Account
First, visit https://mailchimp.com and create an account if you do not already have one! You can select "I'll do this later" in most areas if you are ever unsure what to select.
2. Customer Email KPI
Next, we'll need a .csv file with our customers' names, emails, and agents which we can get through a KPI. To create this KPI, navigate to the Admin Panel -> Customers -> New Report.
Now configure the KPI setting on the right of your screen to mimic the image below, be sure to click "add" for the "Has Email" attribute and give the KPI a title and click "Create." The order of the Columns does matter! This will simplify the next step.
Export the new KPI to a .csv, button near the top right corner of the report. Also accessible from your KPI module in the POS.
3. Separate First and Last Name Columns
After exporting our KPI, the NAME column needs to be separated by FIRST NAME and LAST NAME. This is easy to accomplish in Google Sheets which I would recommend, but Excel can do the same. In Google Sheets open the .csv file we exported and select the column heading C to highlight that entire column. Then select "Data" and "Split text to columns..."
Rename the new column headings to "First Name" and "Last Name":
Now go to File -> Download As -> Comma-separated Values (.csv) to save the new file to your computer.
4. Mailchimp Import
Next we can return to Mailchimp and sign in. Look for access to the Dashboard in the top right corner:
If you are already at the Dashboard or once there, select "Lists":
If you have not already created an email List, select "Import contacts manually":
If you do already have a List from the account creation, go to that List and choose "Add Contacts" -> "Import Contacts":
Choose "CSV or tab-delimited text file" and click "Next":
Browse for and select the final .csv file we downloaded from our Google Sheet/Excel and click "Next."
The next page will have one unmatched column for the agents, click "Edit":
Now click "Make Selection" and choose "New Column Name." Configure the rest like this, and click "Save":
Click "Next," and then click "Next" one final time on the next page to finish the import!
5. Mailchimp Segment - Filtering Customer List
Now we have all customers' with email addresses in Mailchimp and may need to break that list down further to send messages to specific Agents (stores/routes). To do this, open your new List (may be titles your business name) and choose "New Segment":
On this screen, we'll filter our customer list by a certain Agent. I use the example "Route 1" here. NOTE: The text you type into the box here to the right of "is" needs to EXACTLY match the Agent name from SMRT.
Last, select "Preview Segment" followed by "Save Segment." Name your segment (probably the Agent name you filtered by) and click "Save" one last time. This will take you back to the screen for the segment you just created.
This can be repeated as many times as necessary to separate all customers into the necessary Segments to target specific Agent(s).
6. Creating a Template
Second to last step! A template needs to be created to send out, choose "Templates" from the Mailchimp dashboard then "Create Template" near the top right. Here you can choose to start with one of the Basic templates or "Code Your Own" if you create a template with HTML.
7. Creating a Campaign - Email Blast!
With everything in place the last thing we need is to set up a Campaign. Choose "Campaigns" from the dashboard and "Create Campaign" near the top right. Select "Email," name your campaign, and click "Begin"!
First fill in the "To" options. Select your "List" and use "Segment and Tag" to choose the appropriate Segment if we only want to send to a particular Agent(s) and then "Save":
"From" should consist of your business name and main customer service email address.
"Subject" of the email campaign can be filled in here.
For "Content," the "Design Email" button will take you to a screen where you can choose from your "Saved Templates":
Once these 4 options have been filled out, just hit "Send" in the top right corner!: