How to send “Thanks for booking” receipt to customer using Mailchimp

At A Glance

1. Create “merge tags” in Mailchimp for every piece of transaction info you want in the receipt (e.g. provider name, listing name, price, date/time, etc)
2. Create a Zap in Zapier that updates a user’s merge tag values (aka the details of their most recent transaction) and adds the tag “CustomerNeedsReceipt” in Mailchimp using the Tangram “New Transaction Created” Webhook
3. Use the “CustomerNeedsReceipt” tag as a starting point for a new Mailchimp Customer Journey. Make the 2nd step to send the email. Once the email is sent remove the “CustomerNeedsReceipt” tag.

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Step 1: Create Merge Tags

1. Login to your Mailchimp account and navigate to ”Audience” > “All Contacts” > “Settings” > “Audience fields and *|Merge|* tags”

2. Create a text merge tag for every piece of data you want passed from the transaction into the email (e.g. listing name, provider name, location, subtotal, total, etc.). Name them something along the lines of “Listing Name (Most Recent Transaction)”. Click “Save” after creating every field.

Note: Each merge tag must be of the type “text” in Mailchimp in order to display properly in the automated Mailchimp emails as the data being passed via the Tangram webhook is a “string”.

The following data is currently passed in the Tangram, “New Transaction Created” Webhook and can be pulled into your Mailchimp emails:

Customer Name: (customer’s full name)

Provider Name: (listing creator fname and lname)

Listing Name: (title)

Listing Description: (description)

Start Date/Time: (start date/time of event in UTC)

Location: (links to a page in-app with all transaction details)

Link: (links to a page in-app with all transaction details)

Price: (subtotal)

Total: (total customer was charged)

Step 2: Create Zap

3. For your Zapier trigger you will want to search for Webhooks by Zapier and select “Catch Hook” for the trigger event. Note: Remember to name your Zap something clear like “Customer New Transaction Mailchimp x Tangram”.

3. Copy the Custom Webhook URL that has been provided by Zapier at this step and paste it into the Webhook URL field in your admin settings in the “Webhooks” tab.

5. Click “Test Webhook” in Zapier to send test data to Zapier. This test data will be what you use to build your custom email.

5. Click “Test Trigger” in Zapier to test that the test data arrived properly from Tangram.

7. For your Zapier action you will want to search for Mailchimp and choose “Add/Update Subscriber” for the app event 

8. Select a Mailchimp account and audience. If you have not created a mailchimp audience yet read how to do so here. You usually only ever need one audience for all your contacts, so it is usually sufficient to have one named something like [your company name] Audience. Fill the “Subscriber Email” field with the customer email from the test data. 

9. Tag the Subscriber as a “Customer”  and “CustomerNeedsReceipt” and click “continue”. If you also want to pass the first and last name of the user or other fields you can also do so in this section. 

Note: learn how to split the name of the user into first and last name here.

10. Send a test subscriber to your mailchimp account to make sure the Zap works properly. If it is successful you should see a new user in your Mailchimp contacts for the audience you specified with a tag “Customer” and “CustomerNeedsReceipt”. 

11. Turn the Zap on

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Step 3: Create Mailchimp Customer Journey

12. Click the “Customer Journeys” tab in Mailchimp under “Automations” on the left-hand side. Click “Create Journey”.
13. Choose a starting point for the customer journey. In this case, we want the starting point to be when the “CustomerNeedsReceipt” tag you created in the earlier steps is added to a subscriber in Mailchimp.
14. The next step in the customer journey is to send the email. Click “Add a journey point” then select the “Send Email” action.
15. Specify To & From Emails, Subject, and Schedule
16. Design your email. See how to use the Mailchimp email designer here.
17. The last step is to remove the “CustomerNeedsReceipt” tag after the email is sent.

12. Hit “Continue” to save and publish your Mailchimp Customer Journey
13. Congrats! Your custom email is now set up!