Categories: Email Marketing

How to Add Facebook Leads to Mailchimp Customer Journeys

Wanting to send an automated email sequence, or autoresponder, to new Facebook Leads? While you can send a single automated email response with LeadSync, for more sophisticated sequences here’s how to use LeadSync with the Mailchimp Customer Journeys feature.

Creating a Customer Journey in Mailchimp

The following step will show you how to prepare an automated email sequence in Mailchimp using their Customer Journey feature. This will be in preparation for adding Facebook Leads to this sequence.

Instead of creating a dedicate audience list in Mailchimp, we’re going to use the Tag feature and add new leads to our main email list.

Why Tags? Because Mailchimp restricts most basic paid accounts to 4 lists and we don’t want to waste a list building this integration.

Step 1: Adding a “Facebook Leads” Tag

Before we build a Journey, we need to create a tag that we’ll attach to new leads so we know they are from your Facebook lead ad campaign. From your Mailchimp Dashboard, go to the Tag section (1), make sure you have your main list selected (2), then click the Create Tag button (3.)

Use “Facebook Leads” or “[Campaign Name] Facebook Leads” if you plan to use different sequences for different Facebook campaigns.

Step 2: Create a Customer Email Journey

Now, navigate to the Automations > Customer Journeys section and click the Create Journey button.

Name your Journey and select the same Audience (list), and Start Journey.

Click Choose a Starting Point, then select Signs up as the starting point.

Now, we want to make sure we only send this email sequence to people who come from our Facebook Lead ads, so we need to add a filter to this starting point, so click the “Get more specific…” link:

Select Contacts from a custom segment, then Tags and the Facebook Leads tag we just added.

Click Save, then Save Starting Point.

Go ahead and build your email sequence. For more details on this, check out Mailchimp’s Customer Journey documentation.

Adding Leads to Your Customer Journey via LeadSync

Now that you’ve build your customer email journey, it’s time to use LeadSync’s Mailchimp integration to add customers to your Journey.

Step 3: Create a Mailchimp Connection in LeadSync

Login to you LeadSync account, go to Connections and click Add Connection.

You will need a Mailchimp API key for the next part. From your Mailchimp account, click on your Account Profile then Account & Billing > Extras > API Keys.

Create and Copy an API key.

Back in LeadSync, past your API key into your Mailchimp connection, name your Connection then click Update Connection.

You’ll then be able to select your list and enter your tag. Make sure you use exactly the same Tag as you set up in Mailchimp. It is case sensitive.

Step 4: Connect your Lead Form to your Mailchimp Connection

In LeadSync, go to your Lead Forms section and click the Add Lead Form Button.

Select your Page, the Form you created for your Facebook Lead ad, the Mailchimp connection we just setup, then be sure to map the fields from your Facebook form to the appropriate Mailchimp fields.

Step 5: Test Your Setup

To ensure everything has been setup correctly, here’s how to test your LeadSync connection.

Once you’ve run a test, you should see that a customer journey has been started in Mailchimp.

PLEASE NOTE: it can take 5-10 minutes for a customer journey to be triggered, so give it some time before you check this.

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Published by
Luke Moulton
Tags: MailChimp

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