Mailchimp - Events and Tags
Mailchimp Events and Tags enable you to send more targeted emails via the Customer Journey feature after a customer is tagged with a specific tag or completes a specific event.
To begin, you will first need to connect a Mailchimp account under Organization Settings.
Tags in Mailchimp
Mailchimp Tags will automatically be synced from Capitan. For custom tags please note that it may take up to 15 minutes to update all existing members when a tag name is changed.
To utilize tags in Mailchimp, follow these steps:
- Select the customer journey starting point or trigger under Rules (depending on where in the journey you want to include the Capitan tag).
- Select Contact Activity on the left side of the modal.
- Select Tag Added in the main part of the modal.
- From the Tag dropdown, select the tag you want to act as the starting point or trigger for the Customer Journey.
Events in Mailchimp
In order to use Capitan-created events in your Mailchimp journeys, you will first need follow these steps:
- Navigate to "Account & billing" in Mailchimp (you can reach this by clicking on your profile icon in the top-right of any page in Mailchimp).
- Select "API Keys" under "Extras".
- Click "Create A Key", input a key name (the specific name doesn't matter), then click "Generate Key".
- You should now be able to create journeys which make use of Capitan events, using the Event API condition.
All events/tags listed as "Automated" under configuration will automatically be synced to Mailchimp.
If an event/tag is not listed as automated, it requires configuration on Capitan before it can be synced. When configuring Mailchimp event names in Capitan they must be between 2 and 30 characters in length, and must consist only of letters, numbers, underscores, and dashes.
Once you have enabled Events to be synced to Mailchimp, to add an individual event to a customer journey, follow these steps:
- Select the Customer Journey Starting Point or Trigger under Rules (depending on where in the journey you want to include the Capitan event).
- Select API & Integrations on the left side of the modal.
- Select Event API from the boxes in the main part of the modal.
- From the Event Name dropdown, select the event you want to act as the starting point for the Customer Journey. Please note for events synced to Mailchimp, the event will only display in the Mailchimp dropdown after at least one customer completes the action AFTER it was configured on Capitan (for example, if you configure the Membership Scheduled to Cancel: Event Name on September 1, this will only display as an option in your Customer Journey events once someone of that event type sets their membership to cancel on September 1 or beyond. It will not display in the dropdown even if someone completed the event prior to September 1).
Capitan Events and Tags
Below is a listing of all of the Events and Tags that are synced from Capitan to Mailchimp sorted into sections:
- General Customer Events/Tags
- Membership Events/Tags
- Entry Pass Events/Tags
- Check-in Events/Tags
- Events Events/Tags
- Challenges Events/Tags
General Customer Events/Tags
| Event/Tag | Description | Configuration |
|---|---|---|
| Tag: "Home Location: [Location Name]" | Customers with the given home location | Automatic |
| Tag: "Association: [Association Name]" | Customers who are members of the given association | Automatic |
Membership Events/Tags
| Event/Tag | Description | Configuration |
|---|---|---|
| Tag: "Active Member" | Customers with an active membership (regardless of membership type) | Automatic |
| Tag: "Frozen Member" | Customers with a frozen membership (regardless of membership type) | Automatic |
| Custom Tag: Active member of type | Customers with an active membership of a certain type | Set when editing a particular Membership Type |
Custom Tag: Active owner of membership type |
Customers who own an active membership of a certain type (regardless of whether they themselves are members) | Set when editing a particular Membership Type |
| Event: "membership_scheduled_to_cancel" | Created for the membership owner when any recurring membership (regardless of type) is scheduled to cancel. | Automatic |
| Event: "membership_cancelled" | Created for the membership owner when any membership (regardless of type) if cancelled (recurring) or ends (prepaid). | Automatic |
| Custom Event: Membership of type scheduled to cancel | Created for the membership owner when a recurring membership of a specific type is scheduled to cancel. | Set when editing a particular Membership Type (Recurring Memberships Only) |
| Custom event: Membership of type ended/cancelled | Created for the membership owner when a membership of a specific type is cancelled (recurring) or ends (prepaid). | Set when editing a particular Membership Type |
Entry Pass Events/Tags
| Event/Tag | Description | Configuration |
| Tag: "Has Unused Entry Passes" | Customers with at least one unused entry | Automatic |
| Custom Tag: Has unused entry pass of type | Customers with at least one unused entry of a specific entry pass type | Set when editing a particular Entry Pass Type |
Event: "used_last_entry_pass" |
Created when a customer uses the last entry in a multiple-entry pass. | Automatic |
| Event: "used_single_entry_pass" | Created when a customer uses a single-entry pass. | Automatic |
| Custom Event: Used last entry in pass of type | Created when a customer uses the last entry (or only entry, for single-entry passes) of a pass of a specific type. | Set when editing a particular Entry Pass Type |
Check-in Events/Tags
| Event/Tag | Description | Configuration |
|---|---|---|
| Event: "checked_in" | Created when a customer successfully checks in at any location. | Automatic |
| Event: "checked_in_using_membership" | Created when a customer successfully checks in at any location, using a membership as their entry method. | Automatic |
| Event: "checked_in_using_entry_pass" | Created when a customer successfully checks in at any location, using an entry pass as their entry method. | Automatic |
| Event: "checked_in_using_guest_pass" | Created when a customer successfully checks in at any location, using a guest pass as their entry method. | Automatic |
| Event: "checked_in_using_event_booking" | Created when a customer successfully checks in at any location, using an event booking as their entry method. | Automatic |
| Custom Event: Checked in to specific location | Created when a customer successfully checks in at a specific location. | Set in Location Settings |
Event Events/Tags
| Event/Tag | Description | Configuration |
|---|---|---|
| Custom Event: Checked into event - participant | Created for the participant when they check into an event of a specific type. | Set when editing a particular Event Type under Event Details |
| Custom Event: Checked into event - booking customer | Created for the booking customer when a participant checks into an event of a specific type. | Set when editing a particular Event Type under Event Details |
Custom Event: Completed event - participant |
Created for the participant when they check into the last part of an event of a specific type. Note that for single-part events, this is identical to "Checked into event - participant". | Set when editing a particular Event Type under Event Details |
| Custom Event: Completed event - booking customer | Created for the booking customer when a participant checks into the last part of an event of a specific type. Note that for single-part events, this is identical to "Checked into event - participant". | Set when editing a particular Event Type under Event Details |
Challenges Events/Tags
| Event/Tag | Description | Configuration |
|---|---|---|
| Custom Event: Challenge completed | Created whenever a customer completes a specific challenge. | Set when editing a particular Challenge |
| Custom Event: Challenge expired | Created whenever a customer's challenge of a specific type ends without being completed. | Set when editing a particular Challenge |