Mailchimp

Connecting Mailchimp means every quote request also becomes a contact you can follow up with, without anyone copying details by hand.

Note

Mailchimp is one of the integrations listed under the FREE plan, along with Klaviyo and Shopify. See Plan comparison.

Step 1 — Get your API key

In your Mailchimp account, generate an API key. Mailchimp’s own guide walks through it: About API keys.

Keep the key somewhere safe while you finish the setup.

Note

Mailchimp calls its contact lists audiences. Pick the one you actually send campaigns from — contacts added to an unused audience never get contacted.

Step 2 — Connect it in the app

1. Open the Integrations tab

   In your Shopify admin, open SA Request a Quote, select Advanced settings, then open the Integrations tab.

2. Select Mailchimp

   Under Third-party integration, select Mailchimp — described in the app as “Automatically create new audiences”.

   The Mailchimp page opens, with a Third-party breadcrumb to take you back to the list.

   

   Pick the service, then open its settings.

3. Turn on Enable

   Switch on Enable. Nothing is sent to Mailchimp until you do.

4. Paste your API key

   Paste the key from Step 1 into the API key field. If you need to go and fetch it, the Find or generate your API key help text takes you to Mailchimp’s own instructions.

5. Choose your audience

   Open Select a Mailchimp list to integrate and pick the audience new contacts should join. Until you choose, it reads “Please select a Mailchimp list”.

   Create the audience in Mailchimp first. The dropdown can only offer audiences that already exist.

6. Match your form fields

   Select Merge fields. This is where you line up the fields on your quote form — the Contact information fields such as Email address, First name and Last name — with the matching fields in Mailchimp.

   Email address is the one you cannot skip: without it Mailchimp has no contact to create. The rest are optional — match the ones you will actually use.

   

   One key connects the app to your Mailchimp audience.

7. Save

   Select Save. Nothing is stored until you do, and an unsaved page sends nothing.

Note

Once your key is saved the app shows it masked rather than displaying it again. Keep your own copy in case you need it elsewhere.

Step 3 — Test it

Submit a real quote request from your storefront, then check Mailchimp for the new contact. Confirm the fields you matched actually arrived — not just the email address.

Caution

Do not skip the test. A connection can look active and still deliver nothing useful if the merge fields are matched wrongly, and you will not notice until you try to use the data.

Is this the right tool?

Good when you already run newsletters in Mailchimp and want quote leads in the same place.

If you do not already use Mailchimp, do not adopt it just for this — Zapier connects quote data to almost anything, and Create a Shopify customer after submit keeps everything inside Shopify.

If contacts are not arriving

• Check Enable is still on. Nothing is sent while it is off.
• Check the key is still valid. Regenerating a key in Mailchimp breaks the connection until you paste the new one in.
• Check you picked the right audience. Contacts may be arriving somewhere you are not looking.
• Check the email field is matched in Merge fields. Without it there is no contact to create.

Still stuck? Email support@samita.io.

Next steps

• Integrations overview — the other tools you can connect
• Klaviyo — the other marketing tool on the FREE plan
• Build a standard form — make sure your form collects what you are matching