Mailchimp Integration

Created by Chantel DaSilva, Modified on Thu, 16 Mar, 2023 at 11:57 AM by Chantel DaSilva

Integrate your Mailchimp lists with your Qples account, to bypass the Qples print login screen and deliver coupons that are only applicable to your subscribers.

These instructions are lengthly, but fear not. If you get stuck help is only a call or email away!
NOTE: You will need access to your Mailchimp acount to complete these steps.

If you have already synced your Qples and Mailchimp account you can skip to Step 4.  

Step 1: Create your User Restriction Template.

Using the menu on the left select User Restriction from the Extras menu. It is located inside the drop down for Global Features.






Fill in the details on the User Restriction template and click "Aave Template"to create it.
  • Template Name - This is internal and helps you to organzie your templates.
  • Error message - This message is what is shown to the consumer if they are not allowed to print the coupon.
  • External API: If you have an API to validate user token(s), you can use that instead of our external database. This is what we needd
    • It must implement HTTP GET protocol
    • It mush accept user token as URL parameter
    • It must return a simple json {'status': 'success'} in case of valid token and {'status': 'error'} in case of invalid token.
    • Use USER_TOKEN fixed string in the URL. System will replace it with actual user token.




Step 2: Sync your existing Mailchimp Users.

To sync your existing users you will need to download your curretn subscribers from your mailchimp account.

  1. Login to your Mailchimp account and using the menu on the left select Audience then All Contacts.





2. Make sure that the appropriate audience is selected and click on "Export Audience".





3. Export your list.




NOTE: Mailchimp downloads your list as Zip file.  Make sure and open the zip file before moving on to the next step. 


4. Upload your list to your Mailchimp Global Feature
  • Click on the Action tab and select Upload CSV.
    NOTE: The Mailchimp CSV may contain several columns of information. Make sure that your CSV file only contains the email addresses. All other information can be deleted.
  • Upload your CSV file.
    NOTE: This process can take several minutes or even an hour or two depending on the size of the list. You will receive an email when the list is finished being uploaded.

Step 3: Sync new subscribers

Qples utilizes Mailchimp's built in webhooks in order to sync new subscribers to the same list.

  1. Inside your Mailchimp Audience, select "Audience name and campaign defaults".







    2. Copy your audience ID Number.


3. Add your Audience ID # into your Qples User Restriction Template
  • Click on the Action Tab and select "Mailchimp Webhook"
  • Paste your Audience ID and click "Connect with Mailchimp"
4. Add your new Webhook URL into your Mailchimp Account
  • Copy the Webhook URL created by Qples
  • Go back to your List in Mailchimp and Select Webhooks from the Settings tab





  • Select Create New Webhook.




  • Paste the Webhook URL from your Qples account into the "Callback URL" box.




  • Select all of the Checkboxes and hit Save.




Congrats!! Your Qples account, and your Mailchimp list are synced.  Next, you just need to add that feature to your coupon.  



Step 4: Attach your Mailchimp feature to your coupon.

Your coupon should be created before this step. If you have trouble with that please go to the Creating a Campaign help page here.

  1. Click on Attach Features in the action tab for your coupon.





  1. Select the appropriate Mailchimp Feature and click "Done"

Step 5: Add your coupon link into your Mailchimp campaign.

Grab your coupon link

  1. in the action tab click on Distribution Links  
  2. Copy your coupon link

Prepare your Qples link for Mailchimp

IMPORTANT: In order for you link to work correctly you will need to use the Mailchimp merge tag for email.  If you do not do this step the coupon will not work.  


Mailchimp Merge Tag:

*|EMAIL|*


Example Original Link from Qples - Notice it has USER_TOKEN at the end of it.

https://offer.qpleshq.com/q/000000?ext_token=EXT_TOKEN

New Link with Merge Tag - You will replace USER_TOKEN with the Mailchimp Merge Tag *|EMAIL|*.

https://offer.qpleshq.com/q/000000?ext_token=*|EMAIL|* 

Place link in Mailchimp

  1. Login to your Mailchimp account and locate where you want the coupon link to be placed
     
  2. Paste updated Link (with merge tag) into Mailchimp




DONE!



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