Mailchimp

The ReferralHero/Mailchimp integration is very powerful and can work together in a few ways:

• Import existing subscribers from Mailchimp to ReferralHero

• Use your own Mailchimp signup form to add new subscribers to your Mailchimp contact list and ReferralHero campaign

• Sync ReferralHero with Mailchimp

• Add ReferralHero subscriber data into your Mailchimp emails using merge tags

How to import subscribers from MailChimp

If you have existing contacts in your Mailchimp account and you want to import/subscribe them all to your ReferralHero campaign, you'll want to follow these instructions:

1. Go to your campaign dashboard > Subscribers > Import and click on the tab Import from CRM.

2. If you haven't connected your Mailchimp account yet, please do it now by clicking on the button "Setup Integration".

3. Choose a MailChimp list from which you want to import subscribers. If you can't see a specific list (for example because you created it recently) click on the link "Update lists".

4. Specify a URL for the referral link. This is the URL that we will use to generate the referral link for your subscribers. For example, if you use http://mywebsite.com, the referral link will be 'http://mywebsite.com?mwr=123456'

5. Optional: Choose to "Send Welcome Email" at the time of import. Note, you must activate your Welcome Email in Automations before enabling the "Send Welcome Email".

6. Click on the button "Import"

We will import your subscribers into your ReferralHero campaign immediately. Depending on how many subscribers you are importing, it might take from a few minutes to several hours. We will send you an email when the import is finished.

NOTE: If you turn on the Mailchimp integration, ReferralHero will populate the custom fields in your MailChimp list with the subscriber's values.

How to use a Mailchimp signup form

If you want to use a Mailchimp signup form, instead of the ReferralHero Widget, to add subscribers to your Mailchimp contact list and ReferralHero campaign, you'll want to follow these instructions:

Part I: Creating a Mailchimp Form

1. Log in to your Mailchimp account

2. Create a new Signup Form with the following fields:

Field Label/Tag	Description	Visibility
Email (Required Field)	Subscriber’s email address	Visible
FNAME	Subscriber’s first name	Visible
LNAME	Subscriber’s last name	Visible

*Ex_Field and Ex_Field_2 are commonly used to store additional user data such as address and phone number and in which case, field visibility should be set to ‘Visible’

3. Go to Signup Forms > Embedded Forms to generate HTML code to embed in your site to collect signups

Part II: Adding the ReferralHero Javascript and Mailchimp HTML code to your website

1. Add the below Javascript function to the end of your Mailchimp HTML code. This function will add the new signup automatically from your Mailchimp form to your ReferralHero campaign.

<script type="text/javascript">// <![CDATA[
var form = document.getElementById('mc-embedded-subscribe-form');
form.addEventListener("submit", function(e){
    var data = {
      email: form.querySelector('#mce-EMAIL').value,
      name: form.querySelector('#mce-FNAME').value + " " + form.querySelector('#mce-LNAME').value
    };
    if (RH) {
      RH.form.submit(data);
    }
})
// ]]></script>

Optional:

To send other values from the Mailchimp form to your ReferralHero campaign add this to the data line:

‘referral_hero_field_name': form.querySelector(’#mce-MAILCHIMP_FIELD_NAME').value

For example to send submitted data to the ReferralHero Extra Field profile field add:

extra_field: form.querySelector('#mce-EX_FIELD').value

2. Paste the Mailchimp and ReferralHero code together into your website where you'd like the form to show. It should look similar to the below:

3. Now when someone signs up through your Mailchimp form, they will be added to your Mailchimp contact list and ReferralHero campaign.

Sync ReferralHero subscribers to Mailchimp

ReferralHero allows you to automatically sync your ReferralHero subscribers with a MailChimp list of your choice.

To connect your MailChimp account, go to your campaign dashboard > Edit Campaign > Integrations > MailChimp

After you connect your account, choose a MailChimp list from the drop-down menu and save the changes. If you create or remove lists in your MailChimp account and need to update the lists on ReferralHero, just click on the "Update lists" link.

Note: Depending on when you connect your Mailchimp account, you might have subscribers or data in ReferralHero that was not synced to Mailchimp. If you find this is the case, simply click the "re-sync" button to do a full ReferralHero data push to Mailchimp.

The following custom fields will now be automatically created in your Mailchimp list. (Refer to the official MailChimp Merge Tags Documentation for more info).

CUSTOM FIELD	Description
SUB_ID	Subscriber's id
FNAME	Subscriber's first name
LNAME	Subscriber's last name
MWR	Subscriber’s referrer’s referral code
EX_FIELD	Subscriber's extra field value
EX_FIELD_2	Subscriber's second extra field value
CODE	Subscriber's unique referral code
REF_LINK	Subscriber's unique referral link
TOT_REF	Subscriber's total number of referrals
SOURCE	Subscriber's source. If empty value will be "None"
LASTREF	Timestamp of last referral
FB_LINK	Subscriber’s Facebook link
TW_LINK	Subscriber’s Twitter link
EM_LINK	Subscriber’s email link
POSITION	Subscriber’s position
POINTS	Subscriber’s total accumulated points
REFERRER	Subscriber’s referrer’s name

To view the custom fields in your MailChimp list go to Mailchimp.com, then go to Audiences > Settings > List fields and |MERGE| tags.

Your page should look like this:

NOTE: If you have other custom fields that are required in your list, the sync will fail. Make sure you have NO required custom fields in your list.

NOTE: ReferralHero will automatically update these custom fields when a person signs up or when things change (eg: when a subscriber refers a new person, their TOT_REF value changes).

How to use merge tags in MailChimp

Though a guide on MailChimp merge tags is beyond the scope of this article (and we recommend you to read Mailchimp's official guide), we have created an example of how to use the custom fields ReferralHero sends to your list for your newsletters.

Assuming you are importing all ReferralHero custom fields as described above, let's say you want to send out a newsletter where you remind your subscribers about your referral program and to keep sharing their code.

The body of your email could then look like this:

And when you send the email, the custom fields will be replaced with the correct value.