Managing tags as clients progress through your system e.g. list of emails all with tag 'new customer'. Saved on csv and uploaded to mailchimp. Once a client migrates from a 'new customer' and becomes a 'customer' how do I re-tag as a customer and de-tag as a new customer. Do I have to trawl through my csv file and change tags manually then re-upload the csv file. There has to be a way of managing individual email accounts/customers without hours of manual scrolling. I am thinking if I tag all email contact as 'welcome to' with tag 'new customer'. Every time I send an email to new customers I don't want customers who have already progressed through my information process to keep getting the 'welcome to' email when they have already actioned on the email I will send if they responded to my first 'welcome to' email, managing the sales funnel without annoying customers with introduction emails.
Hi Vanessa, good question! You do not have to re-tag manually. You can do this through Automations (Journeys) in MailChimp. Once you start creating a customer journey you can choose all sorts of triggers to start the journey. And once you've chosen the trigger that starts the journey you have loads of actions to choose from. At any place on the path of the journey you can tag, untag and retag people in your MailChimp account. There are a bunch of ways you can create the Welcome email journey. For filtering out people who have gone through the welcome email journey already, you want to create two important steps in the journey. As the very last step you will want to tag people with "Welcome email complete" or something like that. And as the very first step (after the triggering step) you'll want to add a filter. You'll see the filter button right under the trigger step. In there you can filter out everyone who is tagged with "Welcome email complete". As long as you don't have other automations that remove "Welcome email complete", those people will never get into the welcome sequence again. I hope that makes sense!
thank you for this. I've been trying to figure out tags in my paid mailchimp account for days now and have been in the chat online support but I can't seem to get a straight answer. I would like to draft an email that has a few links. I would like to tag contacts who click on one of the specific links only. However, when I go to set up the "journey" to make this tag work, it seem like I only have the option to have the tag applied to a "sent campaign" (instead of the one that I am about to send.) If I go through with the forced choice, that will mean there is a chance that several of my contacts will have opened and clicked on the link before I can get the tag journey applied to the campaign. Is there a work around? How can I tag clients that click on a specific link in my email? You're my only hope - I keep going around in circles with Mailchimp support and I am beginning to suspect it is because it is not possible and have to use a third party app and they don't want to admit it.
I did some research and I have good news and bad news. Bad news first. I think you're right that it can't be done in the MailChimp interface, which kind of blows my mind. Segmenting and tagging based on link clicks in emails seems like basic automation functionality to me. The good news (with some bad news). It looks like you can use the MailChimp API to add tags to your contacts based on which pages they visit on your site (see this page: mailchimp.com/developer/marketing/guides/organize-contacts-with-tags/). So if the specific link you want to tag for is a link to a page on your website, then this solution could work. The bad news is, you'll have to dig into some code. The MailChimp API documentation allows you to change the programming language you'll use. You'll probably want node.js or PHP for your website. It'll take a bit of experimentation to get it all working properly, but once it's working properly you can use the same technique throughout all your campaigns. I hope that helps!
@@wplearninglab Thanks for your thoughtful response and research. But once the solution involved "code", my eyes glazed over, lol. I need a mailchimp alternative. Why we continue to pay them so much money for such bad customer service and limited functionality seems like a stupid tax - and we're paying it.
Very clear and easy to follow.
This was very informative
Managing tags as clients progress through your system e.g. list of emails all with tag 'new customer'. Saved on csv and uploaded to mailchimp. Once a client migrates from a 'new customer' and becomes a 'customer' how do I re-tag as a customer and de-tag as a new customer. Do I have to trawl through my csv file and change tags manually then re-upload the csv file. There has to be a way of managing individual email accounts/customers without hours of manual scrolling. I am thinking if I tag all email contact as 'welcome to' with tag 'new customer'. Every time I send an email to new customers I don't want customers who have already progressed through my information process to keep getting the 'welcome to' email when they have already actioned on the email I will send if they responded to my first 'welcome to' email, managing the sales funnel without annoying customers with introduction emails.
Hi Vanessa, good question! You do not have to re-tag manually. You can do this through Automations (Journeys) in MailChimp. Once you start creating a customer journey you can choose all sorts of triggers to start the journey. And once you've chosen the trigger that starts the journey you have loads of actions to choose from. At any place on the path of the journey you can tag, untag and retag people in your MailChimp account.
There are a bunch of ways you can create the Welcome email journey. For filtering out people who have gone through the welcome email journey already, you want to create two important steps in the journey. As the very last step you will want to tag people with "Welcome email complete" or something like that. And as the very first step (after the triggering step) you'll want to add a filter. You'll see the filter button right under the trigger step. In there you can filter out everyone who is tagged with "Welcome email complete".
As long as you don't have other automations that remove "Welcome email complete", those people will never get into the welcome sequence again.
I hope that makes sense!
Great! Could you compare for us MailChimp vs. Sendinblue? Thanks and greets from Tenerife (Canary Islands).
thank you for this. I've been trying to figure out tags in my paid mailchimp account for days now and have been in the chat online support but I can't seem to get a straight answer. I would like to draft an email that has a few links. I would like to tag contacts who click on one of the specific links only. However, when I go to set up the "journey" to make this tag work, it seem like I only have the option to have the tag applied to a "sent campaign" (instead of the one that I am about to send.) If I go through with the forced choice, that will mean there is a chance that several of my contacts will have opened and clicked on the link before I can get the tag journey applied to the campaign. Is there a work around? How can I tag clients that click on a specific link in my email? You're my only hope - I keep going around in circles with Mailchimp support and I am beginning to suspect it is because it is not possible and have to use a third party app and they don't want to admit it.
I did some research and I have good news and bad news.
Bad news first. I think you're right that it can't be done in the MailChimp interface, which kind of blows my mind. Segmenting and tagging based on link clicks in emails seems like basic automation functionality to me.
The good news (with some bad news). It looks like you can use the MailChimp API to add tags to your contacts based on which pages they visit on your site (see this page: mailchimp.com/developer/marketing/guides/organize-contacts-with-tags/). So if the specific link you want to tag for is a link to a page on your website, then this solution could work.
The bad news is, you'll have to dig into some code. The MailChimp API documentation allows you to change the programming language you'll use. You'll probably want node.js or PHP for your website. It'll take a bit of experimentation to get it all working properly, but once it's working properly you can use the same technique throughout all your campaigns.
I hope that helps!
@@wplearninglab Thanks for your thoughtful response and research. But once the solution involved "code", my eyes glazed over, lol. I need a mailchimp alternative. Why we continue to pay them so much money for such bad customer service and limited functionality seems like a stupid tax - and we're paying it.