ConvertCalculator has e-mail templates baked in, which makes it possible to send a copy of a form submission to you and your customers (the submitter). This is makes it possible to follow up a customer and to get notified whenever a new calculator submission has taken place.
This is very powerful, but if you want to customize the template, or create automated campaigns, integrating with Mailchimp is the way to go! In this article we will setup a Zapier Zap to integrate form submissions with Mailchimp to send the submitter a copy of their submission.
Create and edit your list on Mailchimp
For of all, you need to create your list on Mailchimp. You want to save the captured data from the calculator in your list. In order to do that you need to add this data as fields to your list. Click on "Settings" in the menu and click on "List fields and |MERGE| tags". Here you can "Add fields". In most cases "Text" fields are the right option.
Create an automated campaign on Mailchimp
Next up you are going to create an automated Mailchimp campaign. When creating your campaign, select "Automated" and select "Welcome Message".
Designing the e-mail is outside the scope of this article, but one thing to mention is that you can use all the values added as "List fields" as "Merge tags". This makes your e-mail very powerful. It's great for sending price quote e-mails, receipts or any other type of transactional e-mail based on a calculator form submission.
Connect everything with Zapier
Now it's time to connect everything with Zapier. Make sure you have a Zapier account and read this article if you haven't setup a Zap with ConvertCalculator before.
After you've setup ConvertCalculator as a Trigger, now it's time to setup the Mailchimp action:
- Select "Add/Update Subscriber" and continue
- Connect / Select your Mailchimp account and continue
- Select the list you created, select the captured E-mail in "Subscriber Email", and click on "Refresh Fields". Now you can match your List fields with captured values through the calculator.
- Continue and test the app
That's it! With these simple steps you've created a very powerful follow-up on a calculator submission and capatured the customer details in Mailchimp.