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Autoresponder triggers in MailChimp

April 15th, 2009 | by Ben

btn_create-autoresponderThere are two basic autoresponder triggering methods (subscription to list and date-based-triggers) in MailChimp, but there are so many different ways you can use them.

I’ll show you 4 easy examples anybody can build in the MailChimp interface, plus one clever way to use the API to trigger your autoresponder.

Trigger after subscribing to list:

ar-tip-after-signup

This is the easiest autoresponder trigger, and the main reason we built our autoresponder tool. Schedule a series of tips and how-to-advice to automatically go out to people after subscribing to your list. In the example above, a wedding planner is sending wedding planning tips to new subscribers to get them interested in her services (here’s a more detailed example). The key here is to show off some expertise without making yourself obsolete. An alternative might be, “Top 10 wedding mistakes” to scare prospects into hiring you. I’m just saying.

Trigger based on a recurring annual event:

ar-annual-birthday

This works well for birthdays, anniversaries, or anything you want to happen every year based on a date that your user enters into your signup form. Maybe it’s a car tune-up reminder, or some kind of “bring your widget in for its annual checkup.”  Tip: Send belated birthday autoresponders to stand out in the inbox

Trigger based on a fixed date:

ar-band-camp-session

The example above is for a kids summer camp. Just before the session they’re signed up for, an email (or a sequence of emails) goes out with packing checklists, directions, etc.  Works well for travel, too. Just before the big cruise to the Bahamas, send some helpful emails on what to pack, what they’ll be experiencing (send lots of pictures), how to gloat in front of your co-workers,  etc.

Trigger after a fixed date:

ar-date-followup1

In the example above, imagine you host a big event, and 2 weeks after the last day of the event you want to send a survey to all attendees asking for their feedback. Tip: In that survey, you should ask them to opt-in for news about the next big event. Actually, don’t do that. It’ll look so blatant. Hmm, how about in that feedback survey email, you point users to a landing page with pictures from the event, and where other attendees can post comments, pics, videos, and network with each other. Consider services like Crowdvine, or Ning, or even a simple Facebook Fan Page.

API – triggered autoresponders based on hidden date field:

ar-ordered-sample

Some users have told us, “I don’t want to send autoresponders based on subscription to a list. I need to trigger them via the API to send to people already on my list.”

Our answer to that is NO.

Autoresponders are very powerful, but they can also be very, very annoying and abusive (to be totally honest, this is why we avoided offering them in MailChimp for so long). In our interface, we deliberately built autoresponders so they’d only go to people who double opted-in to a list.

However, there are a few cases where we think it’s ok to use the MailChimp API to trigger an autoresponder.

You’d basically setup your list, signup form, and autoresponders in MailChimp, but then use the API to pass data into them.

Let’s say you’ve got an e-commerce system, and customers can order small samples from your site. Like carpet or tile or color swatches. The idea is that your product has a tall price tag, so you let them purchase a tiny sample for say, $5. The cool thing about that is you know these buyers are pretty interested if they’re paying money for samples. Anyway, upon purchase of the sample, provide a checkbox in your cart (check out our e-commerce plugins) that lets the customer receive a sequence of free “decorating idea” emails.

Maybe the emails can include inspiring photos from real customers, or perhaps a “Top 10 mistakes” sequence.

The key is to make it optional, and to set expectations about what they’re going to receive. You don’t want to “surprise” your own customers with unwanted emails.

Then, setup a list in MailChimp for customers who ordered samples from your site. Next, create an autoresponder that goes out 2 weeks after a date (the date that they ordered the sample).

Using the API, subscribe buyers to the list, and set their individual “ordered sample” date fields to be the date they purchased their sample. Tip: Set that date field in your MailChimp signup form as “hidden” in case a customer should happen to see their subscriber preferences page.

On a somewhat related note, here’s a tutorial on sending automated transactional emails with MailChimp’s powerful API, and here’s an awesome case study of using dynamic content in those transactional emails.

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15 Comments

    • Jezzat says:

      Great article Ben, really helpful and answered many of the unknown questions we have been trying to figure out!!

    • mike shipley says:

      Hi there – would autoresponders be good for making an automatic newsletter system? I was thinking of updating a web page and have it automatically sent to my list on a tues and thurs, rather than having to do it manually?

    • Jacob Mogensen says:

      We import all our users by your API in order to fully control the signup process on our web site. All our signups are handle in this way.

      Then the major problem is that after spending weeks on getting all our autoresponder e-mails in order, we realise that we cannot send autoreponders, as it only works for users signed up from the form you supply…..

      Are you planning to make it so that we can send the autoreponders by signup date also to API imported users? Or should be start spending a lot of time on work arounds?

      • Jesse says:

        @Jacob while we may retool that in the future, it’s probably not going to be in a time frame you’ll be happy with. What I’d suggest you do for now is use another merge var to track that date and setup autoresponders based on that.

    • Joe says:

      Why would my auto-responder settings not look anything like what you have above? My only choice is to send a certain amount of (days/weeks/months) after signing up.

      What if we just want to use a “Responder” – we want to send an email to all the people on the list right now. Is that even possible?

      • Ben says:

        To send to people on the list right now, wouldn’t you just send them a regular ole campaign? Let us know what exactly you’re trying to do—maybe there’s a way to do it now.

    • Han says:

      Ben, a suggestion for MailChimp to consider: Trigger BEFORE a fixed date. In that case you can use the autoresponder to give recipients updates to an event fro whicht they registered. So for example I plan a seminar on December 1. I have a webform taking registrations for it. And starting 3 weeks before the event I send my first update, 1 week before the second and 1 day before the last update.

      • Jesse says:

        Han, that’s already possible when creating auto-responders. You will have to have a date field on your list, though, since we obviously can’t send an auto-responder before a subscriber’s signup date (yet).

    • David Kraljic says:

      Hey Ben-
      We have a site the allows citizens to vote on every bill in congress.

      http://www.votetocracy.com

      When signing up members choose categories of bills that interest them. We have some ideas for using the api to send emails based on these categories.

      First is: When bills in – let’s say the Economy category – have activity such as Government voted on it. We’d like to send an email to the members interested in that category that they should take action.

      Any ideas on how we can achieve this

    • Uday Bhaskar says:

      Hey Ben,

      I have a requirement, I would like to send an email to customer after 1 week they signup with my e-commerce site, this email has a coupon to use on the e-commerce site to get discount. Some user might use this coupon and some don’t. After a week I would like to send an reminder to customers who did not use this coupon.

      Can you suggest me a way/process of using the autoresponder or transactional email or something else.

      • Ben says:

        An autoresponder can be sent one week after someone subscribes to your list. And yes, you can setup another one to go out to “those who didn’t open AND didn’t click” that previous autoresponder campaign. However, if you’re using th API (which I’m assuming), you can also just setup a hidden field in your list such as, “did not use coupon” so it’s more direct than open/click tracking.

    • Uday Bhaskar says:

      Hi Ben,

      I have created an autoresponder (1 week after signup).

      I have subscribed users using API

      $api->listSubscribe($newCustomerListID, trim($_POST['email_address']), $merge_vars, ‘html’, ‘true’, ”, ‘true’,'false’);

      I see them in the list, but I don’t get autoresponder email. When I click on the “who’ll get this next?” it says “No data has been found”. I have subscribed 4 users, none of them got emails.

      Can explain me why this is happening.

      Thanks,
      Uday.

      • Ben says:

        For the most part, autoresponders only work when people double opt-in for your list, not through the API. It’s done that way to prevent abuse. But there is a workaround for API users at: http://bit.ly/2wPbmF

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