- Integrations
- Mailchimp
Mailchimp integration: visitors from the chat are added to your Mailchimp audience as contacts
Agenola's Mailchimp integration connects your agent to your Mailchimp account: the agent adds a visitor who asks for your newsletter to your audience, and Mailchimp sends its confirmation email. It tags contacts based on the conversation and leaves notes and events on their profile. Connect in one click with your Mailchimp account.
How it works
Mailchimp steps are added to a flow or turned on in the Integrations tab of the AI Assistant step. In every step the contact is found by email address; the email the visitor gives is enough.
Each step chooses the audience it writes the contact to: one agent can write to your newsletter audience, another to your customers. If your account has one audience, you don't need to choose.
- “Add or update contact” sends a new contact Mailchimp's confirmation email; they're subscribed once they confirm. A contact who is already subscribed isn't asked to confirm again.
- In an agent open to visitors, use “Get subscription status”: it only tells whether the email is subscribed and doesn't return the contact's name or phone.
- “Send event” writes an event to the contact's activity; you can build a Mailchimp automation that starts with this event.
- The steps that send a campaign, delete a campaign, unsubscribe a contact or archive a contact don't run until the confirmation box in the step is ticked.
- Steps work with the connecting person's access in Mailchimp.
What it does
This list is generated from the same source as the Mailchimp page in the dashboard: if it isn't listed here, we don't do it with Mailchimp. Flow steps live in the flow editor under Add step → Integrations → Mailchimp.
CampaignAction · Flow step6
Delete campaign
Permanently deletes the campaign.
Get campaign
Reads the campaign's name and status.
Get campaigns
Returns the latest 100 campaigns as a list.
Replicate campaign
Creates a copy of the campaign as a draft.
Create resend to non-openers
Creates a new draft for people who didn't open the campaign.
Send campaign
Sends the campaign to the whole audience now.
GroupAction · Flow step1
Get group categories
Returns the audience's interest group categories as a list.
ContactAction · Flow step8
Add or update contact
Adds the contact if they aren't in the audience, otherwise updates their details. Mailchimp sends a new contact a confirmation email; they're subscribed once they confirm. A subscribed contact is never unsubscribed.
Add contact
Adds the contact to the audience; with no status chosen, Mailchimp sends a confirmation email. If the contact is already in the audience, the step fails.
Update contact
Changes the contact's status, name, phone or groups in the audience.
Get subscription status
Reads whether the email is subscribed in the audience; doesn't return the contact's name or any other detail. Use this in agents open to visitors.
Get contact
Reads the contact's name, phone, status and tags. For agents your team uses; a visitor could type someone else's email.
Get contacts
Returns the audience's first 100 contacts as a list. For agents your team uses.
Unsubscribe
Removes the contact's subscription to the audience; they get no marketing email. To subscribe again, they have to give consent.
Archive contact
Archives the contact in the audience; their history is kept and they can be added again later.
Contact tagAction · Flow step2
Add tags
Adds tags to the contact. A tag that doesn't exist in Mailchimp is created.
Remove tags
Removes tags from the contact.
Contact noteAction · Flow step1
Add note
Writes a note on the contact's Mailchimp profile. Up to 1,000 characters; a longer note is shortened.
Contact eventAction · Flow step1
Send event
Writes an event to the contact's activity; you can start a Mailchimp automation from it. The contact must be in the audience.
Example conversations
Visitor: I'd like to hear about new products. Can I sign up for your newsletter? My email is deniz@example.com.
Agent: Of course. We've sent a confirmation email to deniz@example.com; click the link in it to join our newsletter.
Behind the scenes: “Add or update contact” adds Deniz to the audience as a contact waiting for confirmation and ticks the “New products” group; Mailchimp sends the confirmation email.
Visitor: Do you have wholesale prices? I'm buying 200 kilos of coffee for my café. My email is can@example.com.
Agent: Our sales team will prepare a wholesale price for you; I've passed on your details.
Behind the scenes: “Add or update contact” adds Can to the audience without a subscription. “Add tags” puts the “wholesale” tag on the contact, and “Send event” writes the “wholesale_request” event. If you've built a Mailchimp automation that starts with this event, Can gets an email from it.
Visitor: Am I subscribed to the newsletter? My email is ece@example.com.
Agent: Yes, ece@example.com is subscribed to our newsletter.
Behind the scenes: “Get subscription status” reads whether the email is subscribed in the audience; the contact's name and other details don't reach the agent.
Setup
- 1In Agenola, on Integrations → Mailchimp, press “Connect to Mailchimp” and give access with your Mailchimp account.
- 2In the agent editor, add Mailchimp steps, choose the audience, and in the email field write the variable that holds the visitor's email.
Detailed setup: How do I connect Mailchimp?
Permissions and where your data goes
- Sent to Mailchimp: the fields you fill in the step (the visitor's email, first name, last name and phone), tags, interest groups, note and event texts.
- Read from Mailchimp: the account's name and the connecting person's email, audiences, interest groups, campaigns and the contact details the step asks for.
- Mailchimp has no list of permissions: the connection reaches what the connecting person's role in the account allows. Steps only do the work you add.
- Connection details are stored encrypted on the server. Only the workspace owner and admins can connect or remove the connection. When you remove it, your contacts stay in Mailchimp. You can also remove Agenola's access from your Mailchimp account.
Related integrations
See all integrations
Klaviyo
Your agents save visitors as Klaviyo profiles, add them to your list or subscribe them, and record events on their profile.
Brevo
Your agents add visitors to your Brevo list and leave notes on the contact's card.
GetResponse
Your agents add the visitor to your GetResponse list, tag them and send events that start your automations.
Omnisend
Your agents add visitors to your Omnisend contacts, subscribe and tag them, and send events that start your automations.
HubSpot
Your agents find or add the visitor in your HubSpot contacts, update deals, and leave notes and tasks for your team.
Pipedrive
Your agents find or add the visitor in your Pipedrive persons, open leads, and leave notes and activities for your team.
Frequently asked questions
Is a visitor subscribed without giving consent?
Not by default. “Add or update contact” sends a new contact Mailchimp's confirmation email; they're subscribed once they confirm. Choose “Subscribe directly” only if the visitor gave explicit consent.
What does “Don't subscribe” do?
It adds the contact to your audience without a subscription: you can leave tags, notes and events and build automations in Mailchimp, and the contact gets no marketing email. Mailchimp counts these contacts toward your plan's contact limit too.
Can a visitor see someone else's details in Mailchimp?
The visitor's identity isn't verified; they can type someone else's email. In an agent open to visitors, use “Get subscription status”, which only tells whether the email is subscribed. “Get contact” and “Get contacts” return names and phones; turn them on in agents your team uses.
I have several audiences. Which one is used?
The audience you choose in the step. Each step can choose a different one, so one agent writes to your newsletter audience and another to your customers. If your account has one audience, you don't need to choose.