In this guide, we will cover the steps to setting up and managing Email Marketing via Mailchimp on the ePOS Hybrid Admin Panel.
Mailchimp allows you to send marketing materials via email to customers who have opted in to receive marketing communications when placing orders.
Firstly, log onto your Admin Panel at https://www.eposhybrid.uk/ or via the ePOS Hybrid Operator App.
Once logged in, select Marketing, followed by Mailchimp. This will open the Mailchimp screen, allowing you to download a copy of this ePOS Academy Guide. The Insert API Key field will be entered once your Mailchimp account has been set up.
To begin the Mailchimp signup process, open a separate tab/window and visit https://mailchimp.com/.
Click the Sign Up Free button on the top-right corner of the screen and enter your chosen Email Address, Username (this can be your email address) and Password. Once entered, click the Sign Up button, where you will receive confirmation that an Activation Email has been sent to your chosen email address.
After clicking the link within the Activation Email, you have the option to choose from the type of plan you wish to use. Select your chosen plan (for the purposes of this guide, the Free plan was selected) and click Next to proceed to the Account Setup screen, completing the Name, Business Name and the optional Business Website and Phone Number fields. After clicking Continue, enter the business address - Mailchimp advises that this is to comply with international anti-spam laws.
Next, complete the additional optional sections if required to complete your Mailchimp Account Setup to open the Mailchimp Homepage.
Once logged into your Mailchimp Homepage after completing the Account Setup you will need to delete the default audience if you have signed up to the Free plan, as this only allows one Audience to be created on your account and a Test Audience is created automatically when your account is set up - the Audience is the group of customers that have opted in to receive marketing communications, and this will be created automatically after integrating Mailchimp on the ePOS Hybrid Admin Panel.
To delete the Test Audience if using a Free Plan, visit https://us5.admin.mailchimp.com/lists/. This will open the Audiences screen.
The above screenshot lists the Test Audience created under the Business Name entered during account setup, and if using a Free Plan the box will advise the Audience limit has been reached, as only one Audience can be used on a Free Plan.
To delete the Test Audience, click the checkbox next to the Audience Name (ePOS Hybrid in this example) and then click Delete, which will then appear next to the Sort dropdown box.
The below pop-up will open - enter DELETE in the bottom textbox and click the Delete button to remove the Test Audience.
After deleting your Test Audience, click the Profile icon on the bottom-left corner of the page, and select Account to open your Account Overview screen.
From the Account Overview screen, click the Extras dropdown and select API Keys.
After opening the API Keys screen, scroll down to Your API Keys and click Create A Key.
The created API Key will now be visible (obscured in the below screenshot for security purposes) - copy the text within the API Key field.
After copying your API Key, return to the ePOS Hybrid Admin Panel.
On the Mailchimp screen, paste your API Key into the Insert API Key field and click Connect to Mailchimp.
Once your Mailchimp account is successfully connected, the number of contacts on both Mailchimp and opted-in customers on your Admin Panel will be listed.
Click Sync Customer Data to sync your Customer Data to Mailchimp, and once completed the number of contacts created (for both opt-in and opt-out will be listed, in addition to any existing email addresses or email addresses that look fake/invalid).
This successfully integrates your customer base with Mailchimp, allowing marketing materials to be sent to customers who have opted in to receive them.
Your Audience - automatically created and titled ePOS Hybrid Customers - can be viewed at https://us5.admin.mailchimp.com/audience/ or by clicking the Audience button on the left-hand side of the Mailchimp homepage.
The customers are segmented by Tags based on their Order Type, as shown in the screenshot below. The number of Tags may exceed the number of contacts - this will be dependent on whether customers have placed orders using multiple service types.
Any further customers who opt in for marketing communications will automatically be added to the Audience - you can always complete a Manual Customer Data Sync by clicking Sync Customer Data on the Mailchimp screen on your Admin Panel.
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