Memberships has gone bananas! 😛 Just over a month ago we announced our first add-ons for WooCommerce Memberships, and now we’re already doubling down with a new premium add-on to combine the powers of Memberships with MailChimp! MailChimp for WooCommerce Memberships allows you to synchronize your members with any MailChimp list, and segment members according to plan and membership status.
At SkyVerge, engaging with our customers is super important. Not only do we use a range of tools and services to help with this type of communication, we also built our own email marketing app specifically designed for eCommerce shops, called Jilt. (Check it out if you haven’t already! It works with WooCommerce, Easy Digital Downloads, and Shopify.)
We know many of our customers share the same drive to communicate well with their customers. It was you, our beloved Memberships users, that suggested an integration with MailChimp, to help you facilitate better communication with your members. In fact, we received over 70 votes for this idea here and here.
A MailChimp integration was a perfect candidate for being developed as a Memberships add-on. As mentioned earlier, there are multiple advantages to this model: the core Memberships plugin can receive features that are essential to enrich the product we envisioned nearly four years ago, while features meant to help smaller subsets of users, only address specific use cases, or integrate with third party services, can be handled by separate add-ons, like Teams for Memberships.
In this way, users not needing these features don’t have to pay for them, while our development and support resources can be efficiently channeled and distributed accordingly.
Enough with explanations! Let’s get down to business and proceed with the unboxing of MailChimp for WooCommerce Memberships!
Completely sync members with a MailChimp list
The idea behind this integration add-on is as simple as it is powerful: automatically sync members to your MailChimp list. Once installed and activated, MailChimp for Memberships will add a new menu item in the WooCommerce Memberships tab screen.
You will need a MailChimp API key to connect Memberships with MailChimp to get started. This is easy to configure. Head over the MailChimp guide to generating an API key for instructions. Once you’ve obtained a key, copy it in the corresponding field in MailChimp for Memberships, and you’re off to the races. 🏇
As soon as the add-on connects to MailChimp, you can choose the MailChimp list to which you want to synchronize your members. After you choose a list, you can assign a merge field tag matching each plan you have in your Memberships installation.
Once settings are saved, MailChimp for Memberships will start syncing your members with your chosen list as new members are created or updated, or even deleted, in your WooCommerce installation. This means that, whenever there is a membership status change for a member of your site, their membership status will be automatically reflected in their corresponding merge field in MailChimp!
There are some additional settings to tweak some specific sync behavior, which you may change from their defaults:
These extra settings tell the add-on what to do when a membership or a plan is deleted; this doesn’t happen frequently on the average Memberships site, but these settings will handle deletion if required.
Finally, you’ll see a button to manually sync your members. On a new site you won’t need this, but for sites already using Memberships, it’s useful to sync members that existed before you installed MailChimp for Memberships (without waiting for a member status change to trigger synchronization). Another usage for this button is if you have changed the selected MailChimp list or edited merge fields after some users have been synced already (in this case, we recommend reading the documentation first).
Wondering what you’ll see in MailChimp’s dashboard once a member is synced? Voilà:
Without even looking at the Memberships dashboard in WordPress, we can already tell we are looking at the profile of an active member of the Gold membership plan!
Automatically add plan merge fields
By default, MailChimp for WooCommerce Memberships will automatically generate a merge field tag for each plan you have configured when connecting to MailChimp for the first time. A merge field tag will also be generated upon creating a new plan later on. The tag label will be based on the plan’s slug, matching the style of other common merge field tags bundled by MailChimp itself when you create a new list there.
The newly created merge fields on Memberships will be pushed into MailChimp, as shown in the screenshot below.
You can edit or replace these with others you have created in MailChimp, as you see fit. But consider that, should you update or change these labels on MailChimp’s end in the future, you may have to update and re-sync these old members who were already associated with older tags. To keep things easy, it’s a good idea to stick with a merge tag from the start.
You may have noticed that in the MailChimp Sync settings under the WooCommerce Memberships tab there is also one particular merge field that does not match any plan. We call this tag the “Active Status” merge field tag (by default labeled as “ISACTIVE”) and it encompasses members of any plan. It will help you in segmenting for all members that are active (their membership has active status) versus those who are not (e.g. paused, cancelled, expired…), regardless of the plan(s) they are member of.
Segmenting emails for members
MailChimp for WooCommerce Memberships also lets you create email campaigns or engage with specific groups of members based on membership plan and status.
For example, you can target expired members of certain plans, as in the example below:
The first column designates a merge field tag matching a certain plan, and you can enter the corresponding membership status that you wish to target in this segment. In the example above, we’d email expired members of the Silver and Gold plan.
This could be used to help you win back these ex-members, offer them some perk to entice them to renew their membership, or prompt them for feedback on why they did not renew.
You can also target active members of a particular plan:
You could use a segment like this to inform these members of new perks just for them.
And finally, you can also target any active member of any plan if you wish to talk to all active members on your site:
The content for the ISACTIVE merge field tag is either “yes” or “no”, in this case.
We are very excited to launch our second premium add-on for Memberships, and we’re even more excited to hear feedback from merchants who use this plugin to improve communication with their members!