After you made all the steps of the Installation if you go to System -> Configuration -> Customer -> MailChimp
You have set of configuration options detailed below.
Please note you need to configure your cron for MageMonkey to work.
Click the following link to see how to do this: How can I configure Magento cron jobs?
You can set different configurations for each store. Just go to the store configuration by choosing it on "Current Configuration Scope"
Then you just need to uncheck "Use Default" and select your configuration for that store.
Note: You can do this with all the configurations.
Reset Local Ecommerce360: Removes all local orders to be sent to MailChimp.
Reset Remote Ecommerce360: Removes all remote orders sent to MailChimp.
The image below shows how you should see this field to have everything working properly.
The image below shows how you should see this field after you install the patch. Click the button to get MageMonkey to be compatible with this new version.
This field will show a button only after you apply the patch SUPEE-6788. You need to click it and after receiving the confirmation message reload the page. The button will disappear.
If you don't see the button means either that you don't have this patch installed on your Magento or that MageMonkey was installed after this patch was installed.
General Subscription: It's the main list and the default of Magento.
Customer Group: On this list box you will see if there are any groups on the list chosen for "General Subscription". You can select which groups the customer will be put into, if the field "Customer can change groups" is set to No.
Customer can change groups: If this option is set to Yes the customers will be able to change between groups, if is set to No they will be added on the selected lists from the field "Customer Group".
Additional Lists: You can select for additional lists from your MailChimp account to show on subscription, the subscribers of these lists are going to be just in your MailChimp account (not in Magento).
Notes: You shouldn't select the same List that you're using in General Subscription field.
Notice that you can select/unselect more than one list pressing the Ctrl + click over the different lists.
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.
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?
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 (TOP) and the configured fields in MailChimp (BOTTOM):
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
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)
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 favourite color will be added below the checkbox of your list.
And the name of the textbox it's favourite_color because has to match with the name filled in the Customer field in our configuration, also the class must be mailchimp_extra_field.
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.
In many cases you would like that when a customer make a purchase he gets registered to a newsletter.
We have created this functionality which displays a subscription segment on the last step of the checkout.
Here you have five options: "Disabled", "Enabled - Checked by default", "Enabled - Not Checked by default", "Enabled - Force subscription not showing" and "Enabled - Force subscription".
Disabled: You are not going to register any customer on 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.
We created this options for those users who use payment methods which redirects them to an external page to fill the information for the payment, like Paypal or Amazon Checkout.
Enabled - Force subscription: This option force the subscription but it asks the customer if he/she want to register to the newsletter in the success page.
Enabled - Force subscription not showing: This option force the subscription without ask the customer if he/she want to register to the newsletter in the success page.
For this to work you need to create a new field on your lists "List Fields And *|MERGE|* Tags" section at MailChimp website.
Go to MailChimp site -> Lists -> Choose a list -> Settings -> List Fields And *|MERGE|* Tags and Add a Field with type "Dropdown".
On the right field put the name tag, this must be the same as what you put in field "Map field to mark" on Magento's MailChimp configuration.
On the dropdown options put exactly "Yes" and "No", keep in mind this is case sensitive.
Set this to "No" if you want to send subscription request to MailChimp immediately after the customer clicked Place Order button on the last checkout step.
If this option is set to "Yes" you won't loose time connecting to MailChimp after you finished the last checkout step (The customer experience is improved). The registration info will be saved and then updated to MailChimp when the cronjob runs, every 15 minutes by default. You can change this value with some cron expressions knowledge.
The file you need to edit for this is app/code/community/Ebizmarts/MageMonkey/etc/config.xml.
Here is the section you should edit:
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.
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.
When this field is set to "Yes" when MailChimp does something related to your campaign a message will be sent to Magento notifications with details.
The Ecommerce360 allows you to follow in detail your email campaigns sending your order data to MailChimp. 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 made in the frontend of your Magento store 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:
<schedule><cron_expr>0 * * * *</cron_expr></schedule>
About how to edit the cron values see here
Max Orders by run: This set the mas orders to export each time cron runs. The idea is not to send too many orders at once because that could take too long and maybe even crash.
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.
Attributes to send: If you want to send some product attributes for segmentation purposes (sku, color, etc), it can be done by selecting the attributes you wish to get sent and they will be added to the product name. If you don't know how to use this segmentations check How to send campaigns depending on purchased product attribute.