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MARKETING AUTOMATION HACKS:

Allyson Van Houten Product Marketing Lead, MailChimp @avanhouten

Hana Abaza VP Marketing, Uberflip @hanaabaza

Ariana Hargrave Head of Client Relations, MailChimp

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WE WILL SEND THE RECORDING.

Questions? We’ve got answers!

(At the end of the webinar J)

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Join in on

WE WILL SEND THE RECORDING.

Questions? We’ve got answers!

(At the end of the webinar J)

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MEET THE EXPERT

Allyson Van Houten

MailChimp

Street Cred:

•  These are real hacks used by MailChimp customers

•  I work directly with our customers and product team

on our automation features

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MEET THE EXPERT

Ariana Hargrave

MailChimp

Street Cred:

Leads MailChimp's Client Relations team which provides str

ategic guidance to customers with unique sending needs as

well as creative email solutions

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LET’S GET HACKING!

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Hack #1: Product Recommendations

•  Follow up with additional product recommendations after your subscribers

make a purchase

•  Create high level recommendations for product categories, or create

individual recommendations using predictive data services like AgilOne

and Ometria

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•  Use MailChimp’s merge fields to upload image files and product links to every

subscriber on your list

•  You can upload different recommendations into the merge fields at any point

Hack #1: Product Recommendations

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•  Select MailChimp’s “Any Product

Purchased” workflow to get started

•  You can choose to send immediately

following a purchase, or create segments

for subscribers who have not

purchased recently.

Hack #1: Product Recommendations

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•  Using MailChimp’s drag-and-drop editor, build your em

ail using html blocks to hold the image and link

merge tags you set up for the recommended products

•  Here’s what the code will look like:

Hack #1: Product Recommendations

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Hack #2: Self-paced courses

•  Create an automation series where your subscribers receive the next email

as they complete each task

•  This allows users to self-pace through any education course, keeping them from

getting emails that are ahead of their individual progress

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•  Use MailChimp’s Goal integration to track completion of each activity

•  Each step in the course should have it’s own Goal, that is how you will trigger each

new email in the course

•  P.S. You can use Goal to follow up an any number of activities on your site, including

watching videos, clicking on specific links, and more.

Hack #2: Self-paced courses

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•  Once each Goal is set up, choose the “Website Activity” workflow to get started

•  Then, set up the link that will trigger the next step in the series

•  Repeat this process for each step in your course

Hack #2: Self-paced courses

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•  As you review subscriber's progress, if you see people dropping between lessons

add in reminder emails

•  For the reminder emails, set up “did not click” segmentation criteria during the

trigger configuration step of your workflow set up

Hack #2: Self-paced courses

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Hack #3: Follow up by sign up source

•  Create different automation workflows based on where subscribers sign up

•  Customize the content from wherever they’re signing up on your website

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•  You’ll begin with MailChimp’s built in signup forms, and use the

Embed Form option

•  Create your form with fields for all the information you’d like to collect

•  Add in a hidden field to your form for “Signup Source, and create a

merge tag label for the field

•  Next you’ll need to modify the value and input type of the hidden field

you created in the embed code

•  Step-by-step instructions here:

http://kb.mailchimp.com/lists/signup-forms/add-code-to-get-location-information-from-signup-forms

Hack #3: Follow up by sign up source

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•  The name and id values need to match exactly the values you defines

for the hidden field in the Form Builder.

Hack #3: Follow up by sign up source

•  At the end of the code for your submit button, add the following code

before the </div> tag

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•  In the quotation marks for the value attribute, type in the form location.

For example, if you embed this form on a blog your might input

“value=“blog”

•  For each page you want to track, duplicate the embed code and alter the in

put value to match where the form will be placed.

Hack #3: Follow up by sign up source

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•  Start with the “Welcome Series” workflow

•  Choose “Signup Source” segmentation criteria

•  Define the sign up source based on the hidden field you created in your embed forms

Hack #3: Follow up by sign up source

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Hack #4 Event Follow up using Eventbrite

•  Automatically send messages to users before, or following, an event

•  Ask attendees to share on their social platforms or have them to sign up for text alerts

leading up to the event

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•  First, make sure you have MailChimp Sync for Evenbrite set up

•  This integration is free, and allows you to sync as many events to your

MailChimp list as you’d like

•  MailChimp Sync pulls in e-commerce data in addition to subscriber name a

nd email address, which enables automation workflows for events

Hack #4 Event Follow up using Eventbrite

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•  Start with the “Specific Product Purchased” workflow

•  When configuring the workflow trigger, your event name will show up

as a product in the “Subscribers buy” drop down

Hack #4 Event Follow up using Eventbrite

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RESOURCES

Working with Automation: http://mailchimp.com/resources/guides/working-with-automation

MailChimp Blog: https://blog.mailchimp.com/tag/automation

Getting Started with Goal: http://kb.mailchimp.com/integrations/other-integrations/integrate-goal-with-mailchimp

Send a Simple Poll or Survey to Subscribers: http://eepurl.com/iDBs

Stay Compliant with CASL: http://eepurl.com/XxwXH

Eventbrite Synch: https://blog.mailchimp.com/announcing-mailchimp-sync-for-eventbrite/

MainChimp E-Commerce Integrations: https://connect.mailchimp.com/collections/e-commerce

Add and Track Videos with Wistia: http://eepurl.com/bhrMbf

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We put the ability to manage and leverage the content experience in the marketer’s hands.

UBERFLIP PUTS MARKETERS IN CONTROL

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Connect your content:

To a beautiful, optimized front-end experience that is:

With built-in tools to:

RESPONSIVEDISCOVERABLE SOCIAL

CONVERT, CONNECT AND UNDERSTAND LEADS

ORGANIZED PERSONALIZED

HOW IT WORKS

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• Auto update•  Smart filters•  Scheduling

• Content score• Uberflip metrics• Marketing Automation

• Create CTAs• Gate Content• Marketing Automation

• Aggregate• Curate• Personalize

Manage Content

Generate Leads

Automate Process

Deliver Insights

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Resource Center Blog Upgrade Content Library

Sales Enablement

UBERFLIP USE CASES

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Supercharge Your Content

•  Sync Contacts

•  Progressive Profiling

•  Track Buyer Journey

•  Trigger Campaigns

•  Gate Premium Content

•  Enhance Lead Scoring

THE UBERFLIP EXPERIENCE

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QUESTION TIME!

Allyson Van Houten Product Marketing Lead, MailChimp

@avanhouten

Hana Abaza VP Marketing, Uberflip

@hanaabaza

hub.uberflip.com

Ariana Hargrave Head of Client Relations,

MailChimp