A popular means of communication among businesses and customers is through email marketing. Businesses communicate with their clients and pass information across through different forms of emails ranging from onboarding to promotional emails and transactional emails.
Basically, it’s how you tell your customers welcome when they sign up on your platform, how you let them know there’s a new discount they could benefit from and how you update them on all the important information they need to know.
To send these emails and communicate with your users, you need their contact details; Full name and email address. There are several ways you can get this but for this, we’ll focus on a simple way. In this article, we’ll be looking at how to add new emails or contacts to your mailing list on Mailchimp when a record is added on Quabbly board or when a new response is submitted via a Quabbly form.
You’ll need a Quabbly account to do this, so if you haven’t signed up, make sure you create an account. Quabbly has a free plan that you can start with and you can choose to upgrade later.
Now let’s get into it.
Create your board on Quabbly
Log in to your Quabbly account, go to the Boards tab and click on ‘Create New’ by the left side. Select ‘New Board’ and then choose to start from scratch or you can start with one of our pre-made templates.
Give your board a name, add a description and click on ‘Create’.
Add fields to the board
Now that your board is created, the next thing to do is add the fields for the details you want to collect. We’ll be creating fields for the First Name, Last Name and Email of the subscriber. To create fields for a board on Quabbly, click on the ‘Create new field’ button.
Give your field a name and description if you like, then select a field type. For the first and last name fields, the field type will be short text and for the email, an email field type.
Generate a form
At the top right corner, you’ll see a button labeled ‘Form’. Click on it to generate a form from the newly created board.
Choose classic form as your form type and then configure your form. Give it a name and description, make sure all the fields you want in the form are toggled on to be visible, add a message that people can see after filling the form and then set a date for when the form should expire.
Once that’s done, you should see the generated link for the form you just created. You can copy it and share with others. Also make sure that you add a sample record to your board, this would help when setting up the automation. You create a record by filling out the form or by adding it directly from the board.
Create a new workflow on Quabbly
Go to the workflows tab and click on ‘Create Workflow’. You can give your workflow a name or just start by setting up your trigger.
Set up your workflow trigger
Next, set up your trigger. Click on ‘Add Trigger’ and a dropdown list of all the triggers on Quabbly will appear.
Here, the triggering app is Quabbly Utilities and the trigger happens when ‘a new record is created on a specific board’. Search for Quabbly Utilities in the list of triggers and select the trigger for a new record.
Choose the correct board that the trigger applies to, you can set up conditions if you want to but in this case we’ll skip it and go on to test the trigger. If the test is successful, you should see the details of the first record we added to the board in the steps above.
Set up your action
Next, set up an action for your workflow. The action here is from Mailchimp to “add contact to list”. Click on ‘Continue – Setup Action’ and select the appropriate action.
Connect your Mailchimp account
Click on ‘Connect to new Mailchimp Account’.
Once you do that you should see a pop up modal with fields for your Mailchimp API key and Server Prefix but how do you find your Mailchimp API key and Server Prefix? Here’s how:
How to find your Mailchimp API key and server prefix
Log in to your Mailchimp account and navigate to the lower right side where you can find your profile and click on it.
Next, click on ‘Account & Billing’ from the popup that appears.
Click on ‘Extra’ and choose ‘API Keys’ from the drop down.
You’ll be taken to the page where you have your API Keys. Copy the key you need and head back to Quabbly.
Paste the API key into the correct field on Quabbly. As for the server prefix, it is the last characters in your API key after the hyphen. Just copy it and paste it into the field for server prefix.
The server prefix is still a part of the API key so when you copy it, make sure you’re not deleting it from the full API key.
Click on ‘Activate’ and if you followed all the steps correctly, your Mailchimp account should now be successfully connected on Quabbly.
Map appropriate values
We are adding subscribers who filled our form to our mailing list on Mailchimp, so we’ll need to insert data from the first trigger step into the fields for our action.
To do this, we’ll do what is called mapping. Mapping is where we take data or values retrieved from a trigger or previous action, and use them to complete or execute the current action.
To map values from our trigger, we’ll place the cursor in our field and when the dropdown pops up, we’ll click on ‘Custom’. This will show all the value that we had gotten when we tested the trigger. You’ll then be able to select any of these values for the selected field.
Map the first name, last name and email gotten in the trigger to the appropriate fields. Set the status field as subscribed and for the list id, go back to your Mailchimp account.
In the options at the left side bar, click on ‘Audience Dashboard’, make sure you have selected the correct audience where you want the subscribers to be added to then click on ‘Manage audience’. From the dropdown that appears, choose ‘Settings’.
Once you are on the Settings page, scroll down to the bottom where you’ll see your unique list/audience id. Copy it and paste it into the list field.
Test your action
Now it’s time to test your action.
If successful, when you go back to your Mailchimp account, there should be a new addition to the contacts in your audience list .
Save your workflow
The final thing to do is to save your workflow and give it a name. And that’s it, you’ve automated adding new contacts to your mailing list on Mailchimp.
You can use this workflow set up with other tools like Google Sheets, Typeform and even Paystack.