- First you need to create a new custom text field in Mailchimp to identify where your signups are coming from, e.g. a field called “Signup Source”. (Read this guide to learn how to create a new custom field in Mailchimp). If you’ve already created this field and used it in your Sleeknote integration settings, you can skip steps 1-7.
- Log into your Sleeknote account, and find the Sleeknote campaign you use to collect email addresses. (If you have more than one, you will need to follow steps 3-7 for all of them.)
- Go to the integration step, where you’ve set up your Mailchimp integration. (If you haven’t set up your integration yet, see this guide.)
- Scroll down to “Map Additional Data” and check the box that says “Want to send custom data?”:
6. Then, select your new field from the dropdown to the right. (You might have to click “Refresh fields” to update the dropdown with your new field.)
5. Write your identifier value in the input field to the left. It’s up to you what you call this, but make sure it’s something that tells you where these signups come from. (In this case, we would call it Sleeknote.)
7. Save your integration, and save your Sleeknote campaign. Now, all new signups from this Sleeknote campaign will get this data transferred with them to Mailchimp.
8. Log into your Mailchimp account and click “Automations” in the menu to the left:
9. From the “Create” dropdown, choose “Customer Journey”:
10. Give your new automation a name (e.g. Sleeknote Tag), and click “Start Building”.
11. Click the “Choose your starting point” button, and select “Signs Up”.
12. Then you need to set a filter, so only signups from your Sleeknote campaigns will enter this automation. Click “Get more specific about who can enter this map”:
13. Choose “Contacts from a custom segment”, and then in the dropdown, you select your newly created field (in this case we used Signup Source). Choose “is” in the next dropdown and write your identifier value in the text field (in this case we used Sleeknote). It’s important that you write the identifier value exactly the same as you did in your Sleeknote integration, as Mailchimp differentiates between capital and non-capital letters. Save your starting point:
14. Drag and drop the “Add or remove a tag module” into your automation map:
15. Click the new module, and write the name of the tag you would like to add to these signups (in this case we’ll use Sleeknote). Then under “Action” you choose “Add” and save.16. Turn on your automation in the top right corner.
Now, every contact that signs up to your list via Sleeknote will get this tag added.