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Send activation invitations with MailChimp to your newly migrated Shopify customers

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This is the continuation of the tutorial “How to migrate customers to your new Shopify store and activate their new accounts?“, if you want to send out invitations to your newly migrated customers in bulk, and you want to use your own template with MailChimp, instead of Shopify built-in template from Admin.

Here I assume that you have already imported your new customers into the Shopify. If you haven’t migrated them yet, then go on and import them using the above mentioned tutorial.

The steps will be:

  1. Look at the default manual way to send invitation to new customer by one customer at a time from Shopify Admin.
  2. Export unactivated customers from Shopify by generating Activation URLs in the Excel with Bulk Import Export with Excel app.
  3. Import list of customers with their activation URLs to MailChimp (or any other mass mailing service).
  4. Send out e-mail campaign to new customers from MailChimp with nice invitation to activate their accounts.

 

It may look complicated, but trust me, when you will do it once, and understand the system, this will take you not more then 15 minutes to set up everything.

1. How to send invitations from Shopify Admin

Shopify provides the functionality to send account invite for non-active customers. Open any customer data we just imported and see Send account invite right under the customer name:

Account invite

Click on Send account invite and you will get the form for email:

I filled it in with information I want to provide to the customer. Click on Review email:

Review email

Click Send notification and you will get the email with activation link. You can test this and activate account.

Activation email

 

Clicking on Activate your account will bring you to the Activation page: Activation page

 

Doing like that you can send Activation email to one customer at a time. And if you have 100 or 1000, or even more customers?

2. Export customers from Shopify with Activation links

We will save time and send activation emails to them all at once.

We need to get Activation URLs for all customers for that.

To get this data, lets export customers customers with Bulk Import Export with Excel app. Check Activation URLs when exporting:

You will get Activation URLs in the Export file.

Exported file

There are a lot of columns, but we will need only 4 of them Email, First Name, Last Name and Activation Account URL. So, I will delete all other columns:

File for import

 

Create a list of customers in MailChimp

There is a service MailChimp, that allows to send notifications, campaigns, newsletters etc. to lists of customers. As we want to send Account activation emails to several customers at a time, let’s first create the list of customers.

 

Login (or register) into MailChimp service.

Click on Lists -> [Create List] and fill in list data. I called my list “Migrated customers”:Create list

Click Save.

Of course, we will not add customers to the list manually 🙂 We will import the data from the Excel we exported from the Shopify earlier (the one with Activation URLs). Click Imports subscribers:  Import customers
Will import from xlsx file: Import from xlsx  There are 3 mandatory fields: Email Address, First Name, Last Name. We will need one more field: Activation URL (as we need to invite customers to activate their accounts in our new shop). Import

Now we need to open the exported Excel, copy all data and paste it to the MailChimp form:Import into MailChimp

Press Next.

Now we need to help MailChimp to understand what data about customers we want to import.

Imported customers

 

In the column names select appropriate title and press Save. Do it for Email Address, First Name and Last Name columns. For Activation URL column you need to add New column name. I will call it Activation URL.Imported columns

Press Next.

Import contacts

Import contacts

Now we have all customers’ data imported:   Customer contacts

We will do one more thing. Go to the Lists. Open Migrated Customers list. Click Settings -> List fields and *| MERGE |* tags

List settings

Here we will change tags for the First name field and for the Activation URL field. Set NAME and URL accordingly. Press Save Changes. We will need this when creating Activation email.

List field tags

 

For the testing purposes I will create one more List and call it Test Customer. This list will contain only one customer with my own email. I will copy real Activation URL (from the Excel) and also add field tags as in the previous step. With this list I will test, if email is sent as I wanted it to be and if Activation URL is working correctly.

Test Customer

 

Create the campaign in MailChimp

Now we need to create a New campaign in the MailChimp with what we will send the information to our customers and invite them to activate accounts. Click Campaigns -> [Create Campaign]

Create New Campaign

Choose Create an Email (as we will send the Campaign via email).

Name your campaignCampaign name

Choose the list of customers – Migrated customers Campaign listFill in Campaign infoCampaign info

Pay attention to the checkbox Personalize the ‘To” field. I Check it and put field tag *|NAME|* *|LNAME|*  in recipient name. Remember, we added these tags earlier, when creating the list? So, now each customer will get the personalized email, with his/her First name and Last name as the recipient.

Click Next.

MailChimp provides a lot of templates for email campaigns. I will choose “Make an Announcement” template

Choose template

There will be prepared boxes that you need to modify and deleted what you do not need. Imagine how do you want the email to look like. Do you need any images? What text will you put there and attract your customer and make him/her interested to activate account.

Editing Campaign

When you have approximate idea, click on the appropriate box and modify it.

I have added the Logo. Then I edited the box with the text. Edit Activation email

I deleted boxes with images and all other except the button.

I edited the button as follow: Edit Activation button

In the Web address (URL) field I put URL tag that we added, when creating the list. This button will take each customer to his/her own Account activation page, as it will take his/her particular Activation URL from the list.

Press Save and Close.

Test and send the e-mails to all customers

Now we can test it with test email. Go Preview and Test -> Send a test email.

Send test email

Provide the email, where you want to send test and click [Send Test].

Here is mine Test email

Looks good to me. Activation button will not work here, as this is just a test. But I would like to test, if the button will work in the real email, so I will send this Campaign to my Test Customer list (remember, I have created one?)

I will click Next Choose test list

Here I will change the list. Click on [Edit]  for the List and choose Test Customer list Test customer

Click Next -> Next -> Next. And then click Send!

Send campaign

Click Send Now!

And now wait for the email 🙂

I have got mine Test campaign email

Now I see there Name and Last name. And [Activate Now]  button will take me to the Activate Account page Activate Account Page

 

Now we should send Activation emails to the real customers.

Go Campaigns. For the New Store Account Activation campaign choose ReplicateReplicate campaign

Choose Migrated Customers list Choose list

Click Next, Next, Send.

You will be asked again if you want to send. There should be 4 subscribers (in my case). Click [Send Now].

And we are done!