Hi. my name is Gary Eckstein from organicweb.com.au. I’m a Mailchimp Pro Partner
and a digital marketing consultant. In today's q&a I’m going to be answering some questions I
get asked often about Mailchimp Customer Journeys or automations the questions I’m going to be
answering are as follows what's the difference between Customer Journeys and classic automations
how do I tag customers based on where they signed up how do I automatically add all new subscribers
to all groups and last off why is the birthday Customer Journey greyed out on the first question
what's the difference between Customer Journeys and classic automations right so in Mailchimp
if you're logged into Mailchimp and you click on automations to the left hand side of the screen
you'll see what I’m seeing on the screen which is Customer Journeys if we click create the two types
of let's call them automations we can create in Mailchimp Customer Journey and classic automation
the difference between the two is that Customer Journeys are the new way of
doing automated marketing in Mailchimp classic is the old way Mailchimp is advancing Customer
Journeys so they introduced it a while back and they adding more and more functionality
to Customer Journey so that's the way we're going to do things going forwards classic
automations is still in place because certain functionality is not yet in the Customer Journey
builder just by the way I’m looking I’m using Mailchimp using what's called the standard plan
you may using a diff you may be using a different plan so you may see something slightly different
if I click on Customer Journey and, and I’ll just quickly start creating a Customer Journey
to describe the difference I’ll choose a starting point so we choose a starting point in our
Customer Journey we choose a starting point and then we use the visual builder to add
different things in the classic automation we would see something like this where we
can click a predefined series or something that's already there it's a slightly older builder as it
were so if I click welcome new subscribers I can choose a single email and onboarding series or an
educational but let me just choose my audience click begin just to show you the difference
and this will load up in a second so in the new one just while we're waiting for that
to load up just in the new builder you can see you can have multiple starting points
in the old builder you can't you could only have one so here for example we could say
if our starting point was tags we could say if they tagged Australia or if they tagged
U.S.A. do something like that we can add if else statements so if they have the source column was
survey send them this email you can wait which is um wait until something happens until they tagged
until they join a group something like that you can delay wait a week wait, wait 10 days and under
the actions you can send an email add or remove a tag or add or remove from a group now in the
old builder you could only send an email there wasn't a wait uh but there was a delay and there
wasn't if or else and it was a very linear sort of process, process so here we've we just sort of
set it up or if we have multiple let me just take a step back and if we're adding multiple
let's do an onboarding series and we'll just click Gary's demo click begin and what we'll
see in a second that it was very linear we had one starting point we send the next email we can
send the next email and so on and it'll load in a second my internet's a little bit slow so it's a
little bit different and not as many features so if you can use Customer Journeys but eventually
I’m imagining anyway eventually that Mailchimp will sort of retire
automations in some way or migrate automatically everyone across to
to Customer Journeys so on to our second question how do I tag customers based on where they signed
up right let me illustrate this let me go to an audience so how do I tag subscribers based
on when they signed up and I’ve been asked this question a lot lately so I’ll click view contacts
what we're concerned with here is in every audience we have a source column where they
signed up so you can see that this person here was signed up via a survey they filled
this person was via copy and paste this was via a pop-up form and so on so the question
involves based on where they signed up because you might have multiple forms you might have multiple
integrations Salesforce Eventbrite a certain form a landing page etc based on where they signed up
you might want to tag them automatically so that you could send them maybe emails based on their
tags in the future so we can use a Customer Journey to tag people based on the source
column let's do that let's go into automations and I’ll just very quickly demonstrate we click create
and if I click create Customer Journey I can call this anything I want to tag example you
would call it something that's meaningful to you we click start building we choose our starting
point so what we want to say is as soon as someone signs up look at the source column
and if it matches a certain criteria tag them as something so what we can do here
is say when they sign up but where so we click get more specific about who can enter this map
but where contacts from a custom segment and we look for under choose we look for
sign up source so where the sign up source was and you would select the sign up source so let's say
it's via a pop-up form so where the sign up source was a pop-up form click save and I’ll
click save starting point so when they're signed up and where the sign up sources pop-up form
and I can click add or remove a tag and I could just tag them here so I’ll click the plus
click add or remove a tag choose the tag I want them to be tagged with so you need to pre-define
or pre-add your tags let's go existing customer and we would add them click save nice and easy
so you can do that for each source if they if the source column is this then just tag them
as that and we would click continue nice and easy next question how do I automatically add all new
subscribers to all groups okay so let me describe this one looking at an audience in Mailchimp
we have something called the Preferences Center and I do have a separate video on this that you
can watch which goes into detail but essentially the Preferences Center is away in Mailchimp that
we can say we can ask people to tell us what kind of communication they want to receive
so if a person you can basically set up what we call groups and Mailchimp saying
are you interested in this this this or this and the person can either check them all or
just check some of them when we send an email to a person they can click the update profile
link in the email they'll be taken to what's called the Preferences Center where they can
change their options no I don't want to under unsubscribe from everything I want to just get
this and listen this marketing but not that what it relies on and I’m going to click view contacts
what it relies on is something called groups so if I click manage contacts groups
I have some groups but I could create a new group okay so I’m going to click few groups
and I’ve got some here this was just an example of luxury budget and family so the question is how
do we automatically add all new subscribers to all groups so this is the assumption that if
someone sub subscribes we're not going to ask them what they actually want to get we want
to just automatically add them to everything and at some at any stage they can then just come and
change that and say no I don't want to get that or that so how do I automatically add them to
all communication you can do that with a Customer Journey so we want to add as soon as someone signs
up automatically add them to all groups let's go into our sorry our automations we'll click create
we'll click Customer Journey we can call this anything I’ll just call it groups for now
there we go choose our audience click start building we choose a starting point so when any
every time someone signs-up we click save starting point and what we want to do here is under actions
to the left hand side of the screen we want to add or remove from a group so we click that
we click the plus where we want that to happen we click add to or remove from a group
right which group do we want to add them to luxury for example action add them save
so that's just one of our groups so we want to add them to all those three I happen to have so I need
to click again add to remove from group click the plus where I want it to happen click add to remove
from group click the next group budget click the action which is add click save and let's do
it for that very last group and we can click add to remove from group click the plus click add to
remove from group we will choose our very last favourite travel type here of family click add
click save so now we could click continue and save this so what, what happens here is that as anyone
signs up to our audience they'll automatically be added to all the groups so we don't in this case
we're not going to ask them what do you want to belong to we'll just automatically add them to all
and on to the last question for today why is the birthday Customer Journey greyed out
so sorry let me just click on Freddie let me click on automations let's click create Customer Journey
and let's just call this birthday just to illustrate the issue that's being addressed
here click start building choose a starting point uh there's the birthday there so we
could go to dates or special events, to the birthday is a very common um
uh Customer Journey and highly recommended restaurants beauty salons uh whatever and
what it does is it looks at the as long as you've got the person's birthday it looks at the birthday
and you can set up a series so ten days before the birthday you can send that person an email
automatically saying hey your birthday's coming up book your table at our restaurant
three days before you can send another one saying hey we look forward to seeing you
at the restaurant whatever the case might be so the question was why is
it greyed out so you can see and I’m trying to click here and I can't it's greyed out
it's greyed out because you don't have a birthday field you first need to have a field
a birthday type field or a date type field but a birthday type field in your audience
then only will you be able to start building uh your birthday automation Customer Journey so let
me just show you very quickly how to add a field so I didn't spell birthday very well there did I
but that doesn't matter we'll click audience I’ll click view contacts just to show you the fields in
my audience and if you look I’m looking across and I don't have a birthday audience sorry a birthday
field so to add a field I can quite simply click settings audience fields and merge tags
okay I don't have a birthday but if you can see at the bottom here I have add a
field so I’ll click on that and I’ll just scroll up a little bit now you can see
that there's a birthday type field so if I click the birthday type field
then if I scroll down again we've got a new field here with the birthday types I can call this
anything I want to let's just call this birthday for example and Mailchimp says what date format
do you want now I happen to be in Australia so we typically use day month so I’ll select that but
if you're in the us you might use month day it's really up to you so the birthday field you don't
need a person's year so you don't need to ask them the year they were born you just need the day and
month so we'll click save changes and then you can use a form or you can start adding entire audience
people's birthdays so there we go into their birthdays but now if I go into
my automations click create click Customer Journey and let's just very quickly create that birthday
start creating that birthday one again start building choose a starting point you'll now
notice that I am able to click birthday because I now have that birthday field
in my audience that's it for today if you have any questions please leave them in the comment
section of this video please like this video please subscribe to my channel. I’m Gary from
organicweb.com.au