How to automatically tag subscribers in Mailchimp (using where they signed up)

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  • Опубліковано 28 жов 2024

КОМЕНТАРІ • 142

  • @heatherbarton.osteopath
    @heatherbarton.osteopath 4 роки тому +25

    While I do think that it's complete nonsense that we need to use a 3rd party (Zapier) to patch the giant hole of Mailchimp's not allowing automatic tags from pop-up forms, I deeply appreciate your very well explained, step-by-step explanation! Thank you :)

  • @michielnijsten1564
    @michielnijsten1564 3 роки тому +3

    You have no idea how long I try to find an answer to this problem!!! Thank you so much!!!

  • @CrimePsych
    @CrimePsych 3 роки тому

    So glad I found your video. Thanks so much. Saved me from another 3 wasted days looking for something that doesn't exist.

  • @callumheslophairbalayage
    @callumheslophairbalayage Рік тому

    Amazingly simple to follow, after pulling hair out with Mailchimp support this was just what I needed ! Thank you :)

  • @MikeD-hn9hf
    @MikeD-hn9hf 4 місяці тому

    So if I had multiple concurrent popup forms driving subs to the same mailchimp audience, am I going to run into trouble? Because Mailchimp will not (by default) provide each different popup source with a unique 'Source' identifier, thus, by using this workflow: Zapier will auto-tag all subs, regardless of the pop-up sorce with the same (non unique) 'Popup Form' tag?

  • @tinaevansperformance
    @tinaevansperformance 2 роки тому +1

    Hi! thank you so much for this tutorial. I just went through the process and it said that the zap wouldn't go ahead (I used API as the source and text). Does it not work if the course is an API? Thanks for your help!!

  • @janaisabellakaiser476
    @janaisabellakaiser476 Рік тому

    hi if in the campaign is also an automated email for the download link of the freebie they get when they subscribe to the pop up form, will they automatically get this emial, provided I choose the TAG in zapier??

  • @robbie9783
    @robbie9783 6 місяців тому

    You are very kind to respond to everyone. I wanted to ask how we can tag the user who plays x number of minutes of a video. Thank you.

    • @GaryEckstein
      @GaryEckstein  6 місяців тому

      This would need to be done outside of Mailchimp. Perhaps Zapier however I'm not certain.

  • @AdrianBarrin
    @AdrianBarrin 3 роки тому

    it sucks that leadpages doesnt allow you to automatically tag subscribers. This video def helped me wrap my head around all of this. looks like this will have to be the workflow leadpages -> zapier -> Mailchimp -> zapier -> Mailchimp .... let me know if you make a video on this topic Gary!

    • @GaryEckstein
      @GaryEckstein  3 роки тому

      Thanks Adrian. I'll keep this in mind.

  • @kairise-us
    @kairise-us 2 роки тому

    When I set this up it created a recursive loop in my Zap. So zap looks for source = popup, and applies the tag. The contact has been updated. So Zap looks again at the source, if it's pop up, it again applies the tag. Over and over. What am I missing?

    • @GaryEckstein
      @GaryEckstein  2 роки тому

      Something like this should help - community.zapier.com/how-do-i-3/how-to-run-a-zap-and-avoid-loops-9514

  • @TheMentalHealthToolbox
    @TheMentalHealthToolbox 2 роки тому

    Help: I have seedprod LP for lead magnet linked to Mail Chimp but cannot figure out how to add specific tags (have self segment radio buttons on my regular mail chimp form); I do not see an option on seedprod???

    • @GaryEckstein
      @GaryEckstein  2 роки тому +1

      Unfortunately I don't have experience with seedpod. It's probably best to contact the developer.

    • @TheMentalHealthToolbox
      @TheMentalHealthToolbox 2 роки тому

      @@GaryEckstein thanks

  • @methodmusic8199
    @methodmusic8199 2 роки тому

    Hi. What i want to do on my sign up form is to include a product category selection radio button. Eg - Do you like 1. Rock 2. Classical 3. Jazz. On confirmation the address would go in the appropriate segment. Would you use zapier to do that?

    • @GaryEckstein
      @GaryEckstein  2 роки тому

      Segments automatically regenerate constantly. As long as you are getting the data about e.g. rock, jazz etc. into Mailchimp then if you've setup your segment to include, e.g. rock, then all contacts that have selected rock will appear in the segment.

  • @patricklafontaine4313
    @patricklafontaine4313 Рік тому

    Hi, thanks for this! I just tried to get information on my clients to be precise on my campaign. So let say I have a group called interest where all subgroups is my programs name. So if the subscriber click somewhere to show interest, he will be automatically added in this group…
    But now, when he buy a program, I would like to automatically remove him from the interest group and add him to the active program group…
    Is there a way to automate it? Also, each program is different with different length and periods… like 1 cohort for the year, 2 cohorts a year..etc is there a way to follow which program he were in?
    Thanks!😊

    • @GaryEckstein
      @GaryEckstein  Рік тому

      If you add fields to contain the start or expiry of the cohorts you can use Zapier to do what you want.

  • @AlvaroSouzadesign
    @AlvaroSouzadesign 3 роки тому +1

    I just did that, the bad that with the free version it is not possible, since we have more than one event on Zapier.

    • @GaryEckstein
      @GaryEckstein  3 роки тому +1

      Zapier do change the limits of their free account sometimes unfortunately :(

    • @AlvaroSouzadesign
      @AlvaroSouzadesign 3 роки тому

      @@GaryEckstein You know if there is any other way to do? Tag the e-mails from the embedded form?

    • @GaryEckstein
      @GaryEckstein  3 роки тому

      @@AlvaroSouzadesign You could create a Mailchimp Customer Journey that will tag contacts.

  • @TheHarmonicaBarge
    @TheHarmonicaBarge 3 роки тому

    thankyou for the great video, I'm confused where you enter 'Pop-Up' and say if it is pop-up then continue? not sure what I need to put in this box??

    • @GaryEckstein
      @GaryEckstein  3 роки тому

      Please let me know where in the video (time) you are referring to so I can assist. Thanks.

    • @karinahising9994
      @karinahising9994 2 роки тому

      @@GaryEckstein 5.17 I have the same problem

    • @GaryEckstein
      @GaryEckstein  2 роки тому

      @@karinahising9994 Hi Karina. When viewing your Mailchimp Audience you'll see a 'Source' column that identifies where the contact subscribed. In Zapier we are saying to only perform the Zap if the source column matched the signup source you select..

  • @lavoiedubaton
    @lavoiedubaton 2 роки тому

    Hi, in the second action (Only continue if..), when I search for Source I only find « Source:
    Admin Add » and the test is failing. What should I do?

    • @GaryEckstein
      @GaryEckstein  2 роки тому

      I will be providing a simpler method to tag subscribers soon. Please subscribe to be notified when the new video is published :)

  • @hayleysmith5559
    @hayleysmith5559 3 роки тому

    Hi could you let me know if this is the procedure to automatically add contacts to a group in mailchimp? I want to make a sign in form asking people if they would like to receive our weekly walking schedule, When they sign up I want them to automatically be added to the Walkers Group in our audience, not to the whole audience. Would this video work for that? Thanks

    • @GaryEckstein
      @GaryEckstein  3 роки тому

      Hi Hayley. Tags are different to Groups in Mailchimp. To Group contacts automatically you'll need to create a Customer Journey -ua-cam.com/video/qP2e9fpGnbo/v-deo.html . You can also set up the Preferences Center to enable your subscribers to choose their marketing preferences - ua-cam.com/video/cPz3x3DSC0M/v-deo.html

  • @sterilekleendisinfecting2718
    @sterilekleendisinfecting2718 3 роки тому

    thanks alot I have been following and managing my business through your tutorials thanx so much

  • @juanfelipebaquerodegranada7429
    @juanfelipebaquerodegranada7429 2 роки тому

    Hi Gary how are you? can i do the same but the source is API? I have a subscribe option in my webpage and i want the people that is subscribe from there get a tag... but it zapier gives me an error. Can you help me?

    • @GaryEckstein
      @GaryEckstein  2 роки тому

      Hi Felipe. Zapier is no longer needed to tag subscribers based on where they signed up. A Mailchimp Customer Journey can do this.

  • @BellaFantaProduction
    @BellaFantaProduction 2 роки тому

    Quick question, after more than a year, has mailchimp fixed this problem?

    • @GaryEckstein
      @GaryEckstein  2 роки тому

      Hi Enrico. To which problem do you refer?

  • @major5614
    @major5614 3 роки тому

    Thank you so much sir this video is really helpful but if you will tell me how do I add tag on different click funnel steps on Mailchimp? I'm confused in zapier conditions.please please request you to help me on that

    • @GaryEckstein
      @GaryEckstein  3 роки тому

      Hi Major, to answer your question will take understanding the process you're undertaking. There are many potential solutions so it's important to understand what you want to achieve. If you want to book some consulting time (paid) then let me know.

  • @jev2602
    @jev2602 3 роки тому

    Great video, can you create tags in a form without using zapier or is that the only way??

    • @GaryEckstein
      @GaryEckstein  3 роки тому +1

      Hi Jason, it depends on whether the form developer has added the functionality. I don't know of any forms that allow this but there may be some.

  • @MrRubenSchaafsma
    @MrRubenSchaafsma 3 роки тому

    Great explanation! I have a question: Can I make Tag's from answers from a mailchimp Survey?

    • @GaryEckstein
      @GaryEckstein  3 роки тому +1

      Hi Ruben. Yes. When viewing the results in a Survey you are able to tag.

  • @tinglei1117
    @tinglei1117 2 роки тому

    I just found in elementor, the tag can be added automatically by different pages in one website. Strongly recommend as well : )

  • @cphaleiellc
    @cphaleiellc 2 роки тому

    I'm so glad that I was able to find your video, Gary. It helped me out a ton! I manage a long list of subscribers and found out that some of my new subscribers were probably not receiving my sent emails. I only sent the emails out to those subscribers who were tagged. I had manually tagged subscribers but never went back in to tag the new subscribers (*sigh). You were absolutely right with having to go back to rewatch the steps, but it was definitely a simple process. Great video I wish I found sooner.
    I had another question for you. I have a couple scheduled campaigns to go out to people with a specific tag. Will the now new tagged subscribers be included to receive the email campaign? Or do I need to go back in to edit the campaign? Thank you for your help on this.

    • @GaryEckstein
      @GaryEckstein  2 роки тому +1

      Hi Charnice, glad that the video helped :)
      In response to your question, Mailchimp calculates who to send to at the time of sending (and not the time you created the campaign). If you schedule a campaign for say, next Friday, and then tag contacts before the campaign is sent, the newly tagged contacts will be sent the campaign, I hope this helps.

    • @cphaleiellc
      @cphaleiellc 2 роки тому +1

      @@GaryEckstein yes, this answers my question. Thank you again!

  • @tappytoes
    @tappytoes 2 роки тому

    This was so helpful and clear thank-you!

  • @acneactivist1196
    @acneactivist1196 3 роки тому

    Thank you Gary, this worked!

  • @piper8463
    @piper8463 3 роки тому +2

    You currently need a paid service as this is a multi-stage workflow

  • @davidpicard6636
    @davidpicard6636 Рік тому +1

    Now you can directly with mailchimp.

  • @NoniBeckham
    @NoniBeckham 3 роки тому

    Hi Gary, how do you tag an existing subscriber? How do I get someone who is already subscribed tagged? Will this work? I think not.

    • @GaryEckstein
      @GaryEckstein  3 роки тому

      Hi Noni, You can manually tag existing contacts by clicking their email address when viewing your Audience. Alternately you can create a Customer Journey to tag contacts.

  • @nikken13rose
    @nikken13rose 3 роки тому

    Hi Gary! Is it possible to make different signup forms for one website? I was hoping to catch the URL or page source that the subscriber was at when signing up... so that I can tag subscribers according to the page source...

    • @GaryEckstein
      @GaryEckstein  3 роки тому

      Hi Domy, yes you can. There are various ways to do this e.g. if you use WordPress with Gravity Forms you can have Gravity forms fill the URL in your Mailchimp Audience. Another way if to create multiple landing pages in Mailchimp and then each landing page allows you to tag the contacts that submit their information on that landing page; you can then trigger Customer Journey based on a tag.

    • @nikken13rose
      @nikken13rose 3 роки тому

      @@GaryEckstein Thanks for this Gary! But assuming I cant make a landing page (because I can't post code on mailchimp landing page) would it be safe to assume that I have technically 2 signup forms I can utilize for source tagging? The embed form and the popup form?

    • @GaryEckstein
      @GaryEckstein  3 роки тому

      @@nikken13rose yes. You may have as many sources integrated into a single Mailchimp audience.

    • @GaryEckstein
      @GaryEckstein  3 роки тому

      @@nikken13rose There is a contact block when building landing pages in Mailchimp where you can easily add a signup form to a landing page. You don't need to add code :)

    • @nikken13rose
      @nikken13rose 3 роки тому

      @@GaryEckstein Thanks for this Gary.. But we already have a robust website and making a mailchimp landing page would make the website page lose functionalities (since we can't put code in landing pages)... So I'm thinking of connecting the website as a mailchimp subdomain.. Would you happen to know (1) if it is possible to make multiple signup forms if I had subdomains connected to landing pages? (2) if I can automatically tag the source of subscribers coming from the subdomain connected to a landing page? :)

  • @InfoPlusEntertainment
    @InfoPlusEntertainment 4 роки тому

    Sir bundle of thanks. So nice of you. you made a tutorial for my question.
    Regards.

  • @prodbytristan8883
    @prodbytristan8883 3 роки тому

    I know this is an old video, and I don't know if you know it but here it goes.. Im running in to a problem (its Mailchimp but I guess its the same everywhere) where costumers who signed up using my coupon code sign up form, is unable to be automatically tagged with the free download as well - which is not good. That means everyone signing up for the coupon code, but also uses free downloads later, is not getting all the mail regarding the free downloads, but only a coupon code mail. I then manually have to add the free downloads tags as well so they also get the others mails, but going forward it would be. dope having it automated. ive looked everywhere for days now and I don't know how to fix it. So in short. The problem is that new costumers, only get one tag automatically (so its the same wise versa, they can make a free download, and then ONLy get tagged that, even though they sign up in the sign up form as well. So how tf do I fix this? everything is appreciated!

    • @GaryEckstein
      @GaryEckstein  3 роки тому

      Thanks for the comment. I don't quite understand your requirement. Are you wanting to know how to add multiple tags to contacts that sign up from a single source?

    • @prodbytristan8883
      @prodbytristan8883 3 роки тому

      @@GaryEckstein Thank you for the respons!
      But no. Im wondering if there's a way to have contact get automatically tagged, from two different sources (but getting both tags, if they use both sources). Right now the first one the customer finishes (in my case being a coupon code (sign up form)) is the only one that gets added, even if the customer also enters his/her mail in for a free demo download of a product. In that case I would want Mailchimp to register that this specific customer, used both sources, and therefor tags the customer with both of the tags, instead of just one, and only that one, leaving me to manually add the 2nd tag...
      Hope this cleared it...

    • @GaryEckstein
      @GaryEckstein  3 роки тому

      @@prodbytristan8883 yes you can have multiple sources tagging the same contact. You could also use Mailchimp Customer Journeys to tag subscribers. ITTT can also do this.

    • @prodbytristan8883
      @prodbytristan8883 3 роки тому

      @@GaryEckstein okay thats super cool to hear! Ive been searching the internet widely, but can't find anything on it. How do I do it then? Ill just clarify again. I want one customer to be able to get two tags, coming from two diffrent sources, instead of the contact only being able to get the first tag (from one of the two sources) automatically added, and therefor leaving me to manually check if the contact had used the other source as well, and then manually adding it... Thanks for the help in advance!

    • @GaryEckstein
      @GaryEckstein  3 роки тому

      @@prodbytristan8883 You could use Multiple Zaps (Zapier) to do what you want or use a Customer Journey in Mailchimp. Those are probably the best.

  • @PetraTaseva
    @PetraTaseva 3 роки тому

    Thank you for the video.
    I followed everything step by step and the existing contact in my audience was correctly tagged. However, when I tested this with a new contact, the tag wasn't added. Any idea why did it not work for the new contact?

    • @PetraTaseva
      @PetraTaseva 3 роки тому

      My bad, I used a free Zapier plan which doesn't allow multi-action zaps. With the paid version, works perfectly.
      Thank you again!

    • @GaryEckstein
      @GaryEckstein  3 роки тому

      @@PetraTaseva Glad it works :)

    • @flornebreda1198
      @flornebreda1198 3 роки тому

      @@GaryEckstein So, this zap doesn't work with the free plan? :(
      And other question, is it possible to make different automated processes with two different forms? In this case, my problem is that the source of all the new subscribers who came from any form is the same "embedded form"...
      Thanks for your content, is really clear and helpful!

    • @GaryEckstein
      @GaryEckstein  3 роки тому +1

      @@flornebreda1198 Unfortunately it seems that a paid Zapier account is now needed. You can certainly create two Zaps in Zapier to deal with two different forms.

    • @flornebreda1198
      @flornebreda1198 3 роки тому

      @@GaryEckstein thanks! But if I want to do this automatic process with two forms how I can signed each one in zapier? Because both sources are the same...

  • @davidjstraley1647
    @davidjstraley1647 2 роки тому +1

    Wow, that's pretty sophisticated, what you did. I'm disappointed that Mailchimp doesn't provide the functionality to do that natively.
    Now, a related question: on my new subscriber form I have checkbox options for the User to choose. What I would like to do is: if User chooses checkbox ONE, then tag that User's records with tag "ONE". If he chooses TWO, then tag his User record with "TWO". If he chooses both options, then give him tag= ONE and tag = TWO. Do I need to use Zapier to do that too? Or is there a way in mailchimp to do it? Thank you very much!

    • @GaryEckstein
      @GaryEckstein  2 роки тому

      Hi David, if the checkbox data are passed from the form to a field in Mailchimp you can create a Customer Journey in Mailchimp to tag the contact as required.

    • @davidjstraley1647
      @davidjstraley1647 2 роки тому

      @@GaryEckstein That is awesome. I'm experimenting with that right now. It's surprisingly complex, I find, to set up anything in Mailchimp. (whoa.) Would you consider making a video on this? (Just a thought. :) God bless!

    • @GaryEckstein
      @GaryEckstein  2 роки тому

      @@davidjstraley1647 Great idea. I'll try to make that video :)

  • @ridiculoustv947
    @ridiculoustv947 4 роки тому

    Thank you so much for giving an awesome series. Could you please add here some custom template design tutorial for Mailchimp?

    • @GaryEckstein
      @GaryEckstein  4 роки тому

      Custom template design is really about HTML skills with a tiny bit of Mailchimp adaptation. It's best to start at mailchimp.com/help/create-editable-styles-with-mailchimps-template-language/

  • @andreianascimentodalessand1253
    @andreianascimentodalessand1253 4 роки тому

    If I have more than one popup form and I want to tag the subscribers from each form differently is it possible?

    • @GaryEckstein
      @GaryEckstein  4 роки тому +2

      Hey Andreia, You need to make sure that each popup is populating the 'Source' field in your Audience differently (so you can identify which popup form the contact used). You'll then be able to tag people based on the 'Source' field.

    • @andreianascimentodalessand1253
      @andreianascimentodalessand1253 4 роки тому

      @@GaryEckstein thank you!

    • @forestcitycrossfit19
      @forestcitycrossfit19 3 роки тому

      @@GaryEckstein this is exactly what I am looking for. How do we adjust how the 'source' field is populated? Is this straightforward or more in-depth with developer code manipulation?

    • @GaryEckstein
      @GaryEckstein  3 роки тому

      @@forestcitycrossfit19 The 'source' value is coded into the integration. It would therefore required amendment in the integration (i.e. coding is required) :(

    • @forestcitycrossfit19
      @forestcitycrossfit19 3 роки тому

      @@GaryEckstein thank you for the response. I may need to look at best practices for managing audiences and now groups, segments and/or tags Ultimately needing to manage current clients, past clients for re-engagements, leads. All while trying to nurture with content available through website sign up forms that have integration with Mailchimp. Would you happen to have any recommended resources to address this (my website is with Squarespace)? Other than continuing to review the Mailchimp help / knowledge base. Thank you again for your time and assistance.

  • @quetzalmartinez9542
    @quetzalmartinez9542 2 роки тому

    Can you do the same with source url?

    • @GaryEckstein
      @GaryEckstein  2 роки тому

      Yes. If you have the source URL in Mailchimp then that will definitely work.

  • @debtfree_living
    @debtfree_living 3 роки тому

    Very helpful! Thank you!

  • @krystaltan7707
    @krystaltan7707 3 роки тому

    SUPER HELPFUL!!!

  • @revjefflukens
    @revjefflukens 2 роки тому

    Your video said this was free in Zapier, but Zapier said this is not free.

    • @GaryEckstein
      @GaryEckstein  2 роки тому

      Thanks Rev. Zapier have changed their free functionality since the video was made. I'll make a replacement video as this functionality can now be done in Mailchimp with Customer Journeys.

  • @derekvaal
    @derekvaal 4 роки тому

    would you know why source isn't showing up?

    • @GaryEckstein
      @GaryEckstein  4 роки тому

      I haven't seen that before. Try to clear your Browser cache as it may help ...

    • @derekvaal
      @derekvaal 4 роки тому

      @@GaryEckstein I fixed this but now this flow used all my zaps. I guess it got stuck on a loop?

    • @alexiskadonsky7439
      @alexiskadonsky7439 3 роки тому

      @@derekvaal How did you fix the source from not popping up? only one source option is popping up for me, thanks!

    • @swimdiva03
      @swimdiva03 3 роки тому

      @@derekvaal Mine just did the same thing - used all my tasks on 1 email. Have you figured out to fix that?

    • @neve_grace8
      @neve_grace8 3 роки тому

      @@GaryEckstein my source option is not showing either.... HELP!

  • @loveholisticliving
    @loveholisticliving 3 роки тому

    great video

  • @drumermfla
    @drumermfla Рік тому

    thank you!

  • @louisstevens6779
    @louisstevens6779 4 місяці тому

    Why would this not be native functionality to Mailchimp? Absolute nonsense
    Thank you for the video at any rate

  • @louisstevens6779
    @louisstevens6779 4 місяці тому

    Absolutely ridiculous that mailchimp hasn't natively integrated this functionality.... wild

  • @accionup
    @accionup 3 роки тому

    THANK

  • @pushback1
    @pushback1 3 роки тому

    I'm sorry, I'm sure he is very good for those who know what they're doing, but if you're a beginner you will definitely get lost after one minute. Keep searching. It's not him, it's me.