Working with MailChimp

You can connect your  MailChimp account to Doki to allow you to funnel purchasers into lists and automation sequences and create mailing list sign ups that capture and tag leads in your MailChimp forms.

What do you want to accomplish?

Our MailChimp integration currently enables the following actions once connected:

  • You can add a sign up form to your course landing that subscribes a user to a MailChimp form.
  • You can add users to a MailChimp List triggering automation when an auto-drip schedule starts.
  • You can add all users to a MailChimp List when a class schedule triggering automation for all users at the same time when a class schedule starts.

If any of these is what you want, continue below to the  MailChimp integration guide.

If you need to funnel students into a MailChimp sequence when they create an account or buy a non-dripped package, we recommend using our Zapier integration instead of (or as-well-as) the MailChimp integration. In this case continue to the  MailChimp + Zapier integration guide.

MailChimp Integration Guide

Connect to MailChimp

In the Doki sidebar, click the "Business" section (hint: it's the briefcase icon). Then click the "Integrations" tab. From the list of integrations, click the "Connect" button next to the MailChimp one. This will take you to a MailChimp login page. Here we'll ask you to "Connect Doki to your [MailChimp] account". This authorizes us to make requests to your account on your behalf. 

After signing in and approving the connection, you'll be returned back to Doki with the MailChimp integration now expanded. You should see some information about your MailChimp account presented there now. Doki is now connected to MailChimp.

Adding a sign-up form to your course's landing page

Now that MailChimp is connected, you can add a sign-up form to your course landing pages. To do so, start by clicking into the appropriate Course you want to add a form to. From the "Marketing" tab, select "Integrations" and then click "MailChimp".

Doki will automatically fetch your MailChimp Forms from your account and populate the dropdown with them. To add a form to your course's landing page, select the form from the list and click "Save"

Now you'll have a form on your landing page that will subscribe any potential customers to the selected form when submitted. To preview the form, from the top right corner of the admin interface, click the "View" button. Scroll down your landing page until you see the form. You can see we also add a direct link to the MailChimp form next to the "Subscribe" button.

Subscribing students when a schedule starts

If you've created a course that is delivered on a drip schedule (either an auto-drip or class schedule), you can sync the delivery schedule with a MailChimp automation sequence by adding the List ID to the schedule on Doki.

After you've created a scheduled package, from the Packages page, click the arrow next to the "Edit" button to reveal the option dropdown and click "Edit Schedule".

This will take you to the Delivery options for the schedule. Scroll down the page until you find the "Delivery" section and you should see a field called "MailChimp List ID"

You'll want to paste the MailChimp Form ID in this field. To get your Form ID, in MailChimp, go to the "Lists" section and go to the list you want to subscribe to to trigger automation. From the "Settings" menu on the list, click the "List name and defaults" item. On the right you'll see a message that says "Some plugins and integrations may request your List ID. Typically, this is what they want: " followed by a "code" of some letters and numbers. That code is what you want to enter in the Mailchimp List ID field in Doki. Note: make sure you don't copy and paste the period at the end of that sentence. That is not part of the code.

Paste the form ID into the Doki field and click the "Update Schedule" button in the top right of the page.

What will happen now will depend if your schedule is an auto-drip schedule or a class schedule. For auto-drip schedules, Doki will subscribe the user to the MailChimp list as soon as they purchase the course. If you have any automation tied to the list, it will then be triggered by MailChimp. So you should design your automation in MailChimp to match the exact delays in your Doki schedule. So if you are delaying your first content unlock by 1 day, you can do the same for the MailChimp automation. OR, you might immediately trigger a "Welcome" email in MailChimp. 

For class schedules, we don't subscribe until 12am on the day that the class starts. Everyone that has purchased the package will be subscribed to the MailChimp list at the same time, so any automation tied to that list will trigger for everyone in the class at once.

MailChimp + Zapier guide

To start, open the  Working with Zapier guide in a new tab or window. You're going to follow along with steps 1 + 2 and then follow the link in step 3 to the Configuring a MailChimp Zap with Zapier guide.

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