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Mailchimp

Connect with Mailchimp so that viewers or non-viewers are automatically added to your mailing list.

Dina avatar
Written by Dina
Updated over 2 months ago

Mailchimp is a CRM software. Connecting WebinarGeek with Mailchimp means information will be synchronized, allowing you to, for example, send personalized confirmation emails or arrange your own email campaigns based on viewer behavior.

Connecting Mailchimp

Follow these steps to connect WebinarGeek with Mailchimp:

  1. Click ‘Account’ in the top right

  2. Click ‘Integrations’

  3. Choose ‘ActiveCampaign’

  4. Fill in the ‘API key’ of your Mailchimp account

  5. Click ‘Connect’

Click here for more information about where you can find the 'API key’ in your Mailchimp account.

Connecting Mailchimp to WebinarGeek

Your Mailchimp and WebinarGeek accounts are now connected, but you still need to create triggers to make use of the connection. Read on to find out how.

Please note! Disconnecting Mailchimp and/or connecting a different account means the loss of your configured triggers.

Triggers

Triggers are what order the integration to synchronize data between WebinarGeek and Mailchimp. When a certain event is triggered, this trigger will ensure that a process is executed afterwards.

List of available triggers

The following triggers are available for Mailchimp:

  • New registration

  • Unsubscribed from webinar

  • New webinar payment

  • New viewer

  • New live viewer

  • New replay viewer

  • New viewer started watching

  • No show

  • New channel lead

  • Assessment successful

You can check out our ‘Triggers’ article for more information about these triggers.

Actions

Actions are what the software is ordered to do when a trigger is fired. You can, for example, configure that a contact is added to a mailing list when they sign up for a webinar.

List of available actions

The following actions are available for Mailchimp:

  • Add a tag

    The chosen tag will be added to the contact in Mailchimp. The tag will only be added when the participant is already on a mailing list.

Read more about configuring triggers in our ‘Triggers’ article.

Fields sent to Mailchimp

The following information is sent to Mailchimp, if provided on the participant’s registration form:

  • First name

  • Last name

  • Email address

We also include the date and time of the webinar and the participant’s unique watch link.

If you need more data to be sent to Mailchimp, you can do this with our Zapier integration.

WebinarGeek tags

Every registration that’s added or updated in your Mailchimp will receive a set of WebinarGeek tags. These tags contain information about the registration that can be used in Mailchimp as information in emails to the contact or as a means to arrange campaigns. These fields are:

  • webinargeek_webinar_date
    The date of the webinar for which someone registered (*|WDATE|*).

  • webinargeek_webinar_time
    The time of the webinar for which someone registered (*|WTIME|*).

  • webinargeek_watch_link
    The unique viewing URL of the webinar subscriber (*|WLINK|*). The watch link is the same as the replay link.

  • webinargeek_webinar_time_zone
    The time zone of the viewer (*|WTZONE|*).

  • webinargeek_custom_registration_link

    The custom link the registrant used to subscribe to a webinar (*|WREGLINK|*).

This information can be used in emails to your contacts as custom fields with so-called merge tags. For example, you can use the tag *|WDATE|* to include the date of the webinar in the email.

A contact's information in Mailchimp

You can also arrange email automations and campaigns based on tags. For example, sending your own confirmation and reminder emails. Remember to turn the confirmation email off in WebinarGeek when you’re using Mailchimp for confirmation emails. You can read how to do this here.

Please note! Tags are updated when the same contact registers for another webinar. That's not an issue if you've got a single continuous webinar, but it is if you have more than one. In that case, we recommend separating the info between multiple lists.

Mailchimp tips & tricks

Send confirmation emails with Mailchimp

You can use Mailchimp to send confirmation and/or reminder emails, instead of sending them with WebinarGeek. We explain how to send confirmation emails below.

Create an automation in Mailchimp that sends an email as soon as someone is added to your audience (or given a specific tag).

  1. Go to ‘Automations’ > ‘Pre-built journeys’.

  2. Choose ‘Welcome new contacts’.

  3. Click ‘Use this journey’ and then ‘Continue’.

  4. In order to prevent emails from being sent if there is no watch link available, click ‘Filter who can enter’ and add a filter for ‘webinargeek_custom_registration_link’ ‘is not blank’, then click ‘Add segment’.

    Creating an automation in Mailchimp

  5. Now click ‘Create an email’ and configure the confirmation email.

    Configuring the Mailchimp email with variables

  6. Don’t forget to include a link or a button with the *|WLINK|* merge tag, so that the recipients can access the webinar!

    Setting up the email button to lead recipients to the webinar

  7. To link recipients to the ‘Add to calendar page’, use this as URL: *|WLINK|*?add_to_calendar=1

  8. Click ‘Save and return to journey’ then activate the automation.

Please note! WebinarGeek tags are updated when the same contact registers for another webinar. That's not an issue if you've got a single continuous webinar, but it is if you have more than one. In that case, we recommend separating the info between multiple lists.

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