Configuring Mage Monkey



After you made all the steps of the Installation if you go to System -> Configuration -> Customer -> MailChimp 
You have lot of configuration options detailed below.

Edit the main and alternates lists


You will see the options General Subscription and Additional Lists:

General Subscription: It's the main list and the default of Magento.

Additional Lists: You can set up as many lists as you want, the subscribers of this lists are going to be just in your MailChimp account (not in Magento in case there's not in the default list)

Notice that you can select/unselect more than one list pressing the Ctrl + click over the different lists.



If you have more store views or websites in your Magento maybe you would like to have a different list per each one.
In this case you have to change the scope in the top left of the configuration page so you will see the same lists but you can set up the General Subscription and Additional Lists just for this store view/website.
The image below shows this scenario (uncheck the "Use Default" checkbox in case you want this configuration override the Main Site one)
Be careful and don't check the same list for General Subscription and Additional Lists. This will cause you see in the newsletter section the same list twice.



Show Original List Name:

This option give you the chance to show the real name of the General Subscription list instead "General Subscription List" which it's the Magentos default text for the Main List.

Understanding the Double opt-in

Basically the Double opt-in option allows you to decide if you want that your customers have to confirm the subscription or just save them without asking.
In order to change this settings you have to go to System -> Configuration -> Customers -> Newsletter -> Subscription
And change the option Need to Confirm to Yes in case you want your customers receive and email to confirm the subscription or set up to No if you don't want this behavior.
If you want to know more about the double opt-in please take a look to this link -> How does double opt-in work?



Enable Ecommerce360

The Ecommerce360 allows you to follow in detail your email campaigns.  By syncing your Magento with MailChimp, you can track when people click from your email campaigns, visit your website, all the way to purchase. Even better, MailChimp then aggregates the information and displays it on your MailChimp campaign report.

You have three options Disabled, Referred Orders and All Orders.

Disabled: You are not going to use this functionality so no orders are going to MailChimp.

Referred Orders: Just orders with a campaign id referred to Magento will be sent to MailChimp.

In case you want to send other Orders manually you can do it from Sales -> Orders, select the orders you want to send from the list and there you have a new action "Send to MailChimp", click on Submit and the orders are going to be send to MailChimp.

All Orders: All the orders in your Magento are going to be send to MailChimp automatically.



By Cron depending on the Orders Status: This option give you the chance to choose the order statuses (System -> Order Statuses) you want to send to MailChimp.
It's normal that your orders be edited after a few hours or days and it change the status. Maybe you don't want to have All Orders in MailChimp because one of this were cancelled or holded and this gives you a wrong Revenue in your MailChimp account.
This feature run with cron every one hour (by default) but you can change this value if you want.
The file you need to edit it's app/code/community/Ebizmarts/MageMonkey/etc/config.xml
And the code it's this one below:

<magemonkey_autoexport_subscribers>
          <schedule><cron_expr>0 * * * *</cron_expr></schedule>
          <run><model>monkey/cron::processAutoExportJobs</model></run>
</magemonkey_autoexport_subscribers>


About how to edit the cron values see here



Then you have to make some configurations in MailChimp to turn on the ecommerce360 on your campaign and for segment your list based on your customer activity.
The information will be in your campaign. Go to Campaigns select the campaign then click on "View Report" and click "Ecommerce reports".
Also you can check in Magento this information under Newsletter -> MailChimp -> Ecommerce 360 Orders -> ALL orders from API

Configure Fields Mapping


Default Fields

The fields mapping are helpful to segment the information in MailChimp based on your customer preferences.
By default you already have a list of default fields that are already in MailChimp (just Email Address, First Name and Last Name) but for additional map fields you have to add yourself.
The image below shows the default Magento fields (LEFT) and the configured fields in MailChimp (RIGHT):






IMPORTANT!: If you want to map this fields with MailChimp you have to add them in MailChimp with the same name (RIGHT) as the image above


Create new Fields

If you want to add new fields mapping you have to make three simple steps:

Add the Field in Magento: In this section click on the Add field orange button and fill the Customer and MailChimp fields. In our example we named as color and FCOLOR for the custom field which will represent the favorite color of our customer.

Add the Field in MailChimp: You have to go into your list and get into the List Fields And *|MERGE|* Tags section.

Click on Add a field select the fields type and put some Field Label and a tag name (it's important that this field be the same in MailChimp as in the MailChimp field in our Magentos configuration)
In the example below we have created a new field Favorite color of type text with a tag name FCOLOR.



Add the field in the template: Finally we have to add the field in the forms that are sent to MailChimp, to archive this you just need to have a basic knowledge of HTML coding.
Edit our file in the path -> app/design/frontend/base/default/template/magemonkey/lists.phtml

The HTML code for our example it's the next one:


Notice that the code it's added just above the comment "<!-- General Subscription -->" so the textbox for the favorite color will be added below the checkbox of your list.
And the name of the textbox it's color because has to match with the name filled in the Customer field in our configuration.

Define default names for GUEST users

If you allow guest users to register to your newsletter in your site maybe you would like to differentiate them from the registered users.

That's why this configuration it's for, it's very simple just fill the First Name for Guests subscribers and Last Name for Guests subscribers with the value you want to be displayed in MailChimp.



Set up Checkout options


In many cases you would like that when your users create a new order they register to your newsletter.
We have created this functionality which is going to be added in the checkout of your site.

Here you have four options Disabled, Enabled - Checked by default, Enabled - Not Checked by default and Enabled - Force subscription.

Disabled: You are not going to register any customer in the checkout.

Enabled - Checked by default: You will see the option to register to your default list and your additional lists in the final step of the checkout, with the checkbox checked by default.

Enabled - Not Checked by default: Exactly the same as the one before just that you are going to have the checkbox unchecked by default.

Enabled - Force subscription: We created this option for those users which use payment methods who redirect the customer to an external page to fill the information for the payment, like Paypal or Amazon Checkout.
This option force the subscription without ask the customer if he/she want to register to the newsletter in the success page.



Define limit of users for Bulk actions


This options are basically to define the number of subscribers that are going to be send to MailChimp in the Bulk Sync functionalities (Import and Export)
For this two options (Limit of Customers to Import and Limit of Customers to Export) you have a range of values that are:

100, 200, 500, 1000, 5000, 10000 and 20000.

When you create a new export/import this process is saved in the data base and will be trigged depending on the configuration you have set for the cron service.
Every time this process is fired we export/import just a limit of subscribers from/to MailChimp just for a performance matter, you can change this limit there.
Notice that this task could consume many resources and it's your responsibility to check that your server support as many limit of subscribers you define.







Define the behaviour of the delete action in MailChimp


This option let you define the behaviour this extension should have when you delete subscribers in MailChimp.
This action trigger a call (webhook) to our extension which we receive and give you the option to choose.

If you want that when a subscriber be deleted from MailChimp in Magento just be unsubscribed choose the option Unsuscribe customers.
If you want this subscriber be deleted in Magento as well choose Delete customer account.