QuoteMachine integrates with Mailchimp to allow users to create email marketing automations through Mailchimp using data synced from QuoteMachine. This article will go over how to set up some of the more popular automations this integration offers.

To start, you can go to Automations from the side menu and create a journey. You can choose a pre-built journey or choose the option to Build from scratch.

In this guide, we will be building it from scratch.
​

Create a name for your automation and select Start Building.

​

Once you've created a name, click on Choose A Starting Point.
​

You'll be led to choose your starting point. This is what will trigger the automation.
​

With Tag-Based Automations, you can run marketing campaigns based on specific customer tags. Anyone can add a tag to a customer in QuoteMachine and it will instantly sync with Mailchimp to update the contact profile.

Click Set a tag, and choose the customer tag.

Optional: you can filter your audience further based on a number of factors including purchasing activity such as total amount purchased, specific products purchased, etc. You can also pre-build your customer segments in Mailchimp to easily filter by them in any of your automations. See how to set up segments here.

Once you've added your tag, save your starting point and click on Add a journey point to select what you want to do. You have a number of Rules to choose from to decide what you want to do next, including sending an email.

In this example, we'll create a simple automation to send customers with the Customer Loyalty Silver tag a 20% off promotion.
​

Once you've designed your email, you can select Start Journey to activate the automation. Whenever a customer is tagged in QuoteMachine and meets the filter criteria (if any filters were set up), they will go through the journey in Mailchimp.

With Abandoned Cart Workflows for Quotes, you can run marketing campaigns when a customer doesn’t accept a quote within x amount of hours/days/weeks.

You also have the option to only run email campaigns for quotes with specific products or list products you want excluded to run email campaigns for all quotes except the ones with those products.

In this example we will be selecting all quotes without any product-based filters.

One you've saved your starting point, you can continue and Add a journey point.
​

Once you've chosen Send email, you can edit the contents and design of the email.

​Once you've designed your email, you can select Start Journey to activate the automation. Whenever a quote is proposed in QuoteMachine and isn't accepted by the customer within the time period you selected, it will automatically send an email to them.

​

You can run retargeting email campaigns based on any past purchases (i.e. you want to run an email campaign for any customer that has ever purchased anything from you). For this option, you would want to select the starting point named Buys any product, which can be found under Shopping Activity.

You can also create automated campaigns based on specific products purchased (i.e. you can set up a workflow to email everyone who has ever purchased sofa A to upsell them on new sofa A covers).
​

To do this, choose the starting point named Buys a specific product.
​

From here, choose the product you'd like to use in the campaign.
​

Optional: you can filter your audience further based on a number of factors including total amount purchased, specific products purchased, etc. You can also pre-build your customer segments in Mailchimp to easily filter by them in any of your automations. See how to set up segments here.

One you've saved your starting point, you can continue to Add a journey point to Send email.

​Once you've designed your email, you can select Start Journey to activate the automation. Whenever an invoice is created in QuoteMachine with those specific products, it will automatically enrol them into this workflow.

You can use Mailchimp to notify customers when an invoice is created. This includes when you manually or automatically convert a quote into an invoice.

IMPORTANT: Invoices sync to Mailchimp as orders so you want to choose the starting point named “Order confirmation” for the customer journey

From the starting point, choose the Shopping Activity tab, and then choose Order Confirmation.

One you've saved your starting point, you can continue to Add a journey point to Send email. You can then simply select the option to Edit email content.
​

From here you can adjust the layout, style, and customize it to match your branding.
​

Here is a simple example:
​

You can set up email automations to notify customers when they make a full payment on an invoice. In Mailchimp you want to choose the starting point named “invoice confirmation” for the customer journey

This will only notify customer when a payment has been made in full (including if you have the automation in QM set up to convert a fully paid quote into an invoice)

This will send an email to the customer with a link to open the invoice and all of the following fields will automatically show in the email for the specific customer (if you want to include those fields):

From the starting point, choose Invoice Confirmation (payment confirmation).

Just like the steps shown for Automated Invoice Confirmation, you will be able to edit the template of the email to choose the fields you want to show.
​

Here is an example:
​

​
​
​To learn more on other automations you can create through Mailchimp, visit their help centre here!
​