How to set up Mailchimp behavioral targeting and triggers?

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Answer

Setting up Mailchimp’s behavioral targeting and triggers enables businesses to send hyper-personalized, automated messages based on subscriber actions—boosting engagement, conversions, and efficiency. Mailchimp’s tools allow you to track user behavior (like website visits, purchases, or email interactions), segment audiences dynamically, and trigger emails or campaigns in response to specific events. This approach shifts marketing from generic blasts to 1:1 conversations at scale, with data showing automated behavioral emails can increase open rates by 70.5% and conversion rates by 152% compared to bulk sends [6].

Key steps and capabilities include:

  • Tracking custom events via Mailchimp’s API or integrations (e.g., Zapier) to capture actions like app logins or product views [2].
  • Segmenting audiences based on behaviors (e.g., "abandoned cart," "frequent buyers") for targeted messaging [1][4].
  • Setting up triggers for automations like welcome series, cart reminders, or re-engagement campaigns using Mailchimp’s Customer Journey tool [5][9].
  • Leveraging pre-built templates (80+ options) or custom workflows to design sequences with delays, conditions, and personalized content [10].

Implementing Mailchimp Behavioral Targeting and Triggers

Setting Up Behavioral Tracking with Events and API

Mailchimp’s behavioral targeting relies on capturing user actions as "events," which are tracked via the Events API or third-party tools like Zapier. These events—such as "added to cart," "watched video," or "completed purchase"—serve as the foundation for segmentation and automation. All Mailchimp plans support basic event tracking, while paid tiers unlock advanced features like automation triggers and deeper analytics [2].

To begin, you’ll need to:

  • Define actionable events: Identify key behaviors relevant to your goals, such as "visited pricing page 3+ times" or "abandoned checkout." Mailchimp’s API documentation lists standard event types (e.g., ecommerce, app_activity), but custom events can also be created [2][3].
  • Set up the Events API:
  • Generate an API key in Mailchimp under *Account > Extras > API keys* [2].
  • Use the key to send event data from your website/app to Mailchimp. For example, a POST request to https://.api.mailchimp.com/3.0/lists//members//events with the event name and properties [2].
  • For non-developers, integrations like Zapier simplify this by connecting Mailchimp to 3,000+ apps (e.g., Shopify, Google Analytics) without coding. In Zapier, select "Mailchimp" as the app, then "Create Custom Event" as the action [2][10].
  • Verify event tracking: Events appear in individual contact profiles under the Activity tab, showing timestamps and details (e.g., "Product Viewed: Blue Widget") [2].

Example workflow for e-commerce:

  1. A user adds items to their cart but leaves without purchasing.
  2. The "abandoned cart" event is sent to Mailchimp via API or Shopify integration.
  3. Mailchimp triggers an automated email sequence (e.g., 1-hour reminder, 24-hour discount offer) [6][9].

Limitations by plan:

  • Free plans can track events but cannot use them to trigger automations.
  • Paid plans (Essentials and above) enable automation triggers and advanced segmentation [2].

Creating Triggers and Automation Workflows

Once behavioral data is captured, the next step is configuring triggers—specific actions or conditions that initiate automated emails or campaigns. Mailchimp offers two primary tools for this: Classic Automations (simpler, trigger-based) and Customer Journeys (advanced, multi-step workflows) [5][9].

Classic Automations

These are single-trigger emails tied to subscriber actions or dates. To set one up:

  1. Navigate to *Automations > Classic Automations* in Mailchimp.
  2. Select a trigger type from categories like: - Campaign Activity: E.g., "Clicked a link in [Campaign Name]" or "Did not open last 3 emails" [9]. - E-commerce: E.g., "Abandoned cart," "First purchase," or "Purchased [Product Category]" [6]. - Date-based: E.g., "Subscriber’s birthday" or "Anniversary of sign-up" [9].
  3. Design the email using Mailchimp’s drag-and-drop editor, incorporating dynamic content (e.g., "Hi [First Name], we noticed you left something behind!").
  4. Set timing delays (e.g., send 1 hour after abandonment) and activate the automation.

Common use cases:

  • Welcome series: Triggered by "Subscriber joins list," with 3–5 emails introducing your brand over 1–2 weeks [5].
  • Re-engagement campaigns: Triggered by "No opens in 90 days," offering an incentive to return [8].
  • Post-purchase follow-ups: Triggered by "Order confirmed," including upsell recommendations or review requests [6].

Customer Journeys (Advanced Workflows)

For complex, multi-step automations, use Mailchimp’s Customer Journey tool. This allows branching paths (e.g., "If clicked link, send X; else send Y") and time-based delays. Steps to create a journey:

  1. Go to *Automations > Customer Journeys and click Create Journey*.
  2. Add a starting point: Choose a trigger (e.g., "Event occurs," "Tag added," or "Date-based"). - For behavioral triggers, select Event occurs and pick the tracked event (e.g., "Viewed Product Page") [5].
  3. Build the journey: - Add email or SMS actions, designing content for each step. - Insert conditions (e.g., "If subscriber clicked link in Email 1, skip to Email 3"). - Use time delays (e.g., wait 2 days before sending a discount).
  4. Test and activate: Use Mailchimp’s Preview mode to simulate the journey, then turn it live.

Example: Lead Nurture Journey

  1. Trigger: "Downloaded eBook" (event tracked via API).
  2. Email 1: Sent immediately—"Thanks for downloading! Here’s a case study."
  3. Condition: If recipient clicks the case study link, send Email 2 (demo offer) in 2 days. If no click, send Email 2a (testimonial video) in 3 days.
  4. Final Email: "Last chance to book a demo" after 7 days [8].

Best practices for triggers:

  • Personalize content: Use merge tags (e.g., |FNAME|) and dynamic blocks to reference the trigger event (e.g., "We saw you viewed [Product Name]") [6].
  • Optimize timing: Test delays (e.g., abandoned cart emails perform best within 1 hour) [8].
  • Segment further: Combine behavioral triggers with tags (e.g., "VIP customers who abandoned cart") for granular targeting [3].
  • Measure performance: Track metrics like open rates, click-throughs, and revenue generated per automation in Mailchimp’s Reports dashboard [10].
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