The Mailchimp Integration for QuoteMachine allows you to feed accurate data about your customers into your Mailchimp account. This integration has two main objectives: automatically exporting contact data and sales history from QuoteMachine to Mailchimp. This will allow to create audiences, segmentations, and automations for follow-ups, notifications, and retargeted campaigns for things like abandoned carts.
Connecting Mailchimp to QuoteMachine
To connect QuoteMachine to your Mailchimp account, you will need to first install the app. This can be done by going to the integrations listing page on the QuoteMachine website.
Navigate to the Mailchimp tile
Click Add Integration
Click Connect with Mailchimp
If you do not have a Mailchimp account, click Create An Account. If you already have a Mailchimp account, login using your credentials.
Once you are signed into your account, you will be asked to authorize your QuoteMachine account to your Mailchimp account.
There's one final step before the connection is successful.
Configuring your integration settings
Once you authorize QuoteMachine to link to your Mailchimp account, you will be brought to the Integration Settings page where your Portal ID will be displayed and you will have 4 options to set.
List - The audience in Mailchimp that all contacts will be synced with
Enable Contact Export - These are added to the List determined above.
Enable Quote Export - These will be exported as a Mailchimp Cart where you can automize things like cart dropouts and retargeted marketing.
Enable Invoice Export - These will be exported for post-sale campaigns.
Click Save once configured.
Voilà! Your QuoteMachine account is now integrated with your Mailchimp account!
What else do you need to know?
Only people are exported to Mailchimp (not companies nor suppliers).
All contacts are export into the "QuoteMachine Contacts" list
Contacts are exported as a member in Mailchimp using these QuoteMachine fields.
Firstname
Last name
email
phone number
address (street, city, postal code, state, country)
company name
Customer tag as a tag in Mailchimp
Contact creations, modifications, and deletions are synced.
Your Sales History in QuoteMachine (Quotes and Invoices) is exported to Mailchimp.
A QuoteMachine Location is mapped to Stores in Mailchimp.
The following product information is exported from QuoteMachine documents
Title
Description
First image
Pricing Table changes in QuoteMachine Documents are not currently synced with Mailchimp Carts.
Sent Quotes are exported as Carts in Mailchimp.
Carts are deleted when the quote is Accepted or Won.
Exported data from quotes to Mailchimp
Customer information (email, first name, last name, company name and address)
currency
total
taxt total
checkout_url (QuoteMachine proposal link)
Pricing Table Lines
product id
quantity
price
Export QuoteMachine invoices into Mailchimp orders.
Invoice returns, voids, and deletions are updated in Mailchimp.
Export data from Invoices to Mailchimp.
Customer information (email, first name, last name, company name and address)
currency
total
taxt total
checkout_url (QuoteMachine proposal link)
Lines
product id
quantity
price
discount
order url (QuoteMachine invoice link)
financial status
discount total
tax total
processed_at
cancelled_at
updated_at
billing address
shipping address