Overview
Create triggers to send staff records to MailChimp.
Article Sections
Trigger Types
Staff Triggers are divided into three groups:
- New Staff Triggers.
- Updated Staff Triggers.
- Deleted Staff Triggers.
The New Staff Triggers are just that; they take information from a new staff record containing a staff email address in Oases and place the information in a list in MailChimp. Please note a staff record created by webform will not fire until the record is saved by a user.
Updated Staff Triggers are used to change information in a MailChimp record or to create MailChimp records from staff that already exist in Oases with a staff email address and are the best triggers to do to get started. Most users find that this is the only trigger required as even new records will be saved at least once in the onboarding process.
Deleted Staff Triggers can be used to unsubscribe from a list in MailChimp.
Updated Staff Triggers
The first triggers to create for you MailChimp Integration would be to trigger the sending of data for your existing staff records.
The amount of triggers you need will depend on your groups in your MailChimp list.
1. Go to: Set Up - Integrations > MailChimp.
2. Select: Update Staff Member > Add Trigger.
3. A row will appear for your trigger, press on this row to open the programming pop up.
4. Give your trigger a name and select the destination list in MailChimp and choose your staff username email, Last Name and First Name.
Add to Group
5. To send the staff details to a group you have created in MailChimp press on the question mark icon top right of your new trigger and double click the group that will be added to this record in MailChimp.
6. Copy this number and then paste it into the Group Add field in your trigger.
7. Optional - If this will need to remove them from an alternative group/s add the codes in the Group Remove field or create different triggers to perform these actions.
8. The MailChimp status will be Subscribed.
Additional Fields
9. Optional. Program the data to go to any custom fields you created in your MailChimp List. Press the plus sign in Additional Fields for each custom field you have. Remember the First Name, Last Name and email address will go across automatically and do not need to be repeated.
10. Select the Oases field name for the data being sent from the drop down list.
11. The next step is to program the destination field in MailChimp with the MailChimp Merge Tag. Open your MailChimp list in MailChimp and select SETTINGS and LIST FIELDS AND MERGE TAGS.
12. Copy or notate the merge tag from the open field for the relevant custom field.
13. Paste or type this code into your Oases trigger and repeat for any additional custom fields.
Conditionals
14. Optional. The last step is to program the conditional action that will fire this trigger if required. For this situation it will be the staff member's record being saved as active per the Auto status on the staff company page.
15. Test your trigger before moving on. Open an active staff member in Oases with an email address in the user name field and check the data for your custom fields and trigger.
16. Press Edit and close.
17. Return to SetUp - MailChimp Integration and press Show Interface Log.
18. Press Details and check your item was logged.
29. Log into MailChimp and view your staff member in the list and check the group Assignment or custom field assignments.
30. Duplicate and program additional staff update triggers to add and remove data.
Link To
SU26. Set Up Mailchimp Integration