Working of add/update subscriber via Zapier Card to Mailchimp

The very first step is to create a journey with Zapier card. This will help transfer the attributes to the Zap and accordingly add/update subscriber in Mailchimp.

Let's say you create a manual contact add journey as defined below:

1. Initiate Journey:

   • Start the journey by manually adding a customer from the 'Audience' tab.

2. Create Journey:

   • Go to the 'Journey' page and click on "Create Journey."

3. Name the Journey:

   • Enter a descriptive name for the journey in the pop-up.

4. Type of Journey:

   • Choose 'Manual Add' as the type of business-initiated journey.

5. Select Templates:

   • Choose a message template with button replies for customer responses.

6. Preview and Save Template:

   • Set attributes for the header and footer, preview the template, and save it.

7. Enter Attribute:

   • Define an attribute (e.g., 'Save') to save user responses.

8. Create Journey Flow:

   • Rule-If Card:

     • Check if customer response contains "Yes" using the 'Save' attribute.

   • Subscribe/Unsubscribe Card:

     • Add customers who meet the condition to a specific segment (e.g., 'discount').

   • Interactive Message Card:

     • Automatically send a message with options to customers in the 'discount' segment.

   • Rule-If Card:

     • Check if customer choice contains "Redeem Now" using the 'Save2' attribute.

   • Mail Card:

     • Send an email with coupon details to customers who chose "Redeem Now."

   • Rule-If Card:

     • Check if customer choice contains "Save for Later" using the 'Save2' attribute.

   • Text Card:

     • Send a message thanking customers and providing details for saving the coupon for later.

   • End Conversation Card:

     • Close the chat as the journey goal is achieved.

   • Run-If Card:

     • Check if the customer response contains "No" using the 'Save' attribute.

Before placing an end conversation card, you add a Zapier card to perform the action as defined above.

• End Conversation Card:

  • Close the chat for customers who responded with a 'No'.

What will happen? As soon as a contact is added, the journey runs, and simultaneously, the Zapier card triggers Zap to perform the set workflow.

When the control goes to Zapier card it triggers Zap which has set options like below:

1. Create Zaps (Trigger):

   • Head over to 'Create' and tap on 'Zaps.'

   • Tap 'trigger' and search for and select 'Chatman.'

   • On the left-hand side, under 'app' and 'event,' choose an event.

2. Choose Event and Use Case:

   • Tap below to see the explanation of the use case for each event.

   • For example, select 'Export via Zapier: Send Attributes.'

3. Select Attribute:

   • Once you've chosen an attribute, tap 'Continue.'

4. Choose Account:

   • Under 'account,' choose the account you want Chatman to connect with Zapier.

   • Tap 'Continue.'

5. Select Journey:

   • Choose a journey (e.g., Welcome_Email) whose customer attributes you want to store.

   • Tap 'Continue.'

6. Test Trigger:

   • Under 'Test,' tap 'Test your trigger.'

   • Review the list of attributes and their data.

   • If you think data has not been updated, tap 'Find new record.'

7. Continue with Selected Record:

   • After testing, tap 'Continue with selected record.'

Performing this steps stores all the attributes of the customer who entered the journey defined above. Lets' say you only enter the journey, all your attributes will be transferred to Zap trigger and saved for performing a action. Now how the action occurs? By selecting the application and what action you want to perform.

1. Redirect to Action Page:

   • After setting up the trigger, you'll be redirected to the action page.

   • Select an app where you want to send the data, e.g., 'Mailchimp.'

2. Choose Application and Event:

   • Select any application where you want the action to be triggered.

   • Choose an event, e.g., 'Add/Update subscriber,' and tap 'Continue.'

3. Configure Action Fields:

   • The fields may change based on the event selected.

   • Under the 'Action' drop-down, tap 'Audience' and select 'confidential.'

   • Add a subscriber email; in this example, '[e-mail]' is automatically captured from previous steps in Zap. Ensure not to type an email address but to use a value from a previous step in your Zap.

   • Enter details in all the required fields and, once done, tap 'Continue.'

4. Test Action:

   • Under the 'Test' drop-down, tap 'Test.'

   • A notification pop-up will appear, displaying 'a subscriber was sent to Mailchimp.'

5. Publish Action:

   • Tap 'Publish' to complete the action and get a preview of the same.

Once you're done with the steps, on the basis of saved attributes, the subscribers are added/updated in MailChimp.