MailChimp is software that lets you stay in touch with groups of people via email. It does this by letting you send newsletters people who’ve signed up for your mailing list. MailChimp is what can power your email marketing efforts.
This article shows you how to connect Mailchimp with BotStar through Zapier. BotStar application currently supports these following Triggers: New Checkpoint Record, New Subscriber, Updated User Attribute, New Request for Human Takeover, New Tag on User. For more information, please see Zapier before continuing this tutorial.
Here's a diagram of BotStar and Mailchimp integrations: Integration diagram The diagram shows how Zapier works when integrating BotStar and CRM systems (Customer Relation Management). As shown in the diagram above, when a BotStar bot receives user input, Zapier can create automations between apps by using Triggers and Actions. Trigger is the event in an app that starts the Zap. Action is the event that complete a Zap.
In just a few minutes and without coding, Zapier supports you to integrate BotStar and Mailchimp easily.
Note: This tutorial assumes that you already have BotStar account, Zapier account and Mailchimp account.
Set up Checkpoint
In this tutorial, we will guide you step-by-step on how to transfer data from your BotStar chatbot to Mailchimp.
The idea is to collect data about a deal submitted by your users to Checkpoint records, before transferring automatically to Mailchimp. If you don’t know much about this feature, learn more about Checkpoint before continuing on this tutorial.
Connect to Mailchimp through Zapier
This tutorial will help you integrate BotStar chatbot and Mailchimp to add or update subscriber.
After completing the connection between your chatbot and Mailchimp. Now you can chat with the bot and let the conversation run through the flow using Checkpoint to test the integration.
Test your bot
Here is list of subscribers in Mailchimp: List of subscribers
Setting up the integration
Enable Zapier in BotStar
Go to Connect > Integrations in your Bot and enable Zapier and click BotStar in "See more BotStar integrations powered by Zapier"
Then click Connect BotStar to 1,000 Apps. This step helps you choose BotStar as a Trigger App to create your Zap.
Select BotStar Trigger New Checkpoint Record and click Continue
Link the bot
If you don't have any an existing account chatbot, click Connect an Account to create a new one. All your connected accounts will show up here, choose one of your chatbot and click Connect. You can also select from an existing account.
Next press Test button to test your connection, it will be turned into a green Success button. Then click Save + Continue
Setup BotStar Record
You will set up “Environment”. There are two types of Environment:
Live: Data generated by real users from live platforms
Test: Data generated via local testing on BotStar
Then select the Checkpoint you want this trigger to listen to. For example, select Checkpoint as Saving order (You need at least one checkpoint in BotStar App to select from Zapier).
Choose a sample to set up your Zap. Click Continue to complete Trigger settings
Choose an Action App
Type Mailchimp in the search bar and then choose Mailchimp as an Action App
Select Mailchimp Action Add/Update Subscriber and click Continue
Verify your Mailchimp account
Verify your Mailchimp account. Create a new one by click Connect an Account if you don't have any existing account.
Next choose Mailchimp account, press Test button, it will be turned into a green Success button. Then click Save + Continue.
Set up Template
Match the sample information from Checkpoint corresponding to the columns in the table
After setting up the template for Mailchimp, the application requests you finally test.
Test was successful as shown below
Turn on your Zap
Toggle the ON/OFF button to ON. Your Zap will run automatically from now ON until you turn it OFF. Your Zap is working! Suggest that you can set a name for your Zap.
Congratulations! Finally, you completed the integration between your chatbot and Mailchimp application. Now, you can test the success of integration by chatting with bot and see the result of successful integration. Also, you can edit the steps or change specific details at any time by finding all of your Zaps on your My Apps page or you can edit directly as shown below: