CellarPass Integration with MailChimp

Take your CellarPass subscription to a whole new level by integrating your MailChimp campaign account.

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CellarPass can automatically append customers who purchase tickets to their MailChimp list, including adding "tags" and purchase-related information taking advantage of MailChimp's eCommerce 360 component. 

The MailChimp integration is available to all subscription levels. Please also note that you must have Admin-level privileges to make these changes.

MailChimp Integration Comments

CellarPass is integrated in two different levels with MailChimp:

Transactional (Added as a Customer)
When a customer books a reservation or purchases a ticket, they will be added first as a customer, then their transaction value will be added.

Please note that MailChimp only supports one StoreID, therefore you can only connect CellarPass to one MailChimp List. If you need to send out Campaigns to different "groups" of customers, you MUST use the segmentation tool within MailChimp.

Doing so will allow you to connect CellarPass to your main List, but send out to a segment (partial subset) of your List. Please contact MailChimp support for more information on how to properly create your Lists and segment it.

Mailing List (Added as a Member to a Defined List)
When a customer books a reservation or purchases a ticket, they will also be added as a Member of the defined list. After they have been added to the List, the defined Tag based on the type of transaction (Reservations or Ticketing) will be added. We recommend defining a unique tag based on the type of transaction.

NOTE: Guests will have to check the "opt-in" checkbox if booking as a Referral (REF) or Affiliate (AFF) channel to be added to your MailChimp list. Reservations booked as B/O, TBL, GLP or WGT are added automatically since they are considered a direct booking.

Setting Up the MailChimp Integration

1. Log into your CellarPass Account by going to http://www.cellarpass.com/manage
2. Select Marketing from the main menu. If you do not see this, you'll will to be Admin-level access to make these changes.
3. Select Opt-In List from Marketing submenu.
4. Scroll down to the MailChimp section
5. Enter your MailChimp API Key. If you don't know your MailChimp API Key, review their documentation to do so.
6. Click the Save button.  
7. Click the Add button.
8. Doing so will expose your MailChimp List. Select the Mailing List you wish to add your customers to.
9. Click Save.
10. We recommend completing a test Reservation to confirm customers are being added to the selected mailing list.
11. You can confirm the customer was added by viewing the Activity tab on the Reservation Details view.

NOTE: It can take several minutes for MailChimp's Audience to be updated to show your new customer, which subsequently delays our Activity tab to be updated. You will see an entry of "Upserted [[emailaddress] added to Mailchimp [[ListName]] with a Tag of [[Tag]].

Advanced Setup
You can configure Tags that will be assigned based on the Sales Channel their last transaction was booked such as adding a Tag for Reservations versus Ticketing.

1. Select Marketing from the main menu. If you do not see this, you'll will to be Admin-level access to make these changes.
2. Select Opt-In List from Marketing submenu.
3. Scroll down to the MailChimp section
4. Scroll down to locate the Reservations (if subscribed to this service) and Ticketing.
5. Enter a single Tag for each by typing the Tag as text with no spaces. We recommend setting a unique tag based on the transaction type so it's easier to create target lists based on Reservations or Ticket purchases.

Additional Notes about the MailChimp Integration

CellarPass supports only ONE STORE per Member account.

1. CellarPass will create a single store per Member which uses a single MailChimp List this is due to MailChimp allows only one list per e-Commerce store but you could have multiple stores on a single list. If a member has multiple CellarPass accounts and would like all of their properties to go into a single list then you need to select the same list when creating a store in each of your CellarPass accounts.

2. The CellarPass MailChimp integration uses the e-Commerce 360 feature of MailChimp to add users to a list inside of MailChimp and associates e-commerce data with each user.

To gain maximum flexibility when segmenting lists and to make sure that all ticket holders (in cases of Ticketed Events) are added to the list CellarPass creates called "MailChimp Order" for each ticket purchased. The MailChimp Order ID that shows in the e-Commerce area of MailChimp subscriber is NOT the CellarPass Order ID. Instead we use the CellarPass Ticket Order Ticket ID.

3. As users are added to the MailChimp list you will be able to segment the list based on several e-commerce fields, including the product purchased which will be the ticket level and the vendor which will be the Event Name.

NOTE: For Ticketed Events that utilize the Post Capture feature, note that the Ticketbuyer will appear after a successful transaction takes place, either online or via the backoffice. As their Ticketholders complete the capture process, their information will be subsequently added to your mailing list in MailChimp.