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Mailchimp - Integration Manual

Connect Mailchimp to add loyalty points, tiers and referral links to your list members as merge fields

Written by Jason Leader

The Mailchimp integration is available on the Classic plan and above. To see which plans include it, see our pricing page.

In this article:

Why LoyaltyLion and Mailchimp?

Mailchimp is an email and marketing automation platform for growing businesses.

Using Mailchimp and LoyaltyLion together, merchants can incorporate loyalty information into e-commerce emails to encourage next purchase and retention.

Benefits of integrating with Mailchimp

  • Segment your customers

  • Customize newsletters

  • Increase repeat purchases with reward available emails

  • Engage with customers via monthly loyalty summary emails

  • Increase customer acquisition with referral prompt emails

How to integrate LoyaltyLion with Mailchimp

  1. In LoyaltyLion, go to Integrations, then under Available integrations, click Mailchimp.

  2. Under 1. Connect to Mailchimp, click the Connect to Mailchimp button.

  3. Log in to Mailchimp and authorize LoyaltyLion. You are then returned to LoyaltyLion.

  4. Under 2. Configuration, choose the list we send customer updates to. This is usually the list you sync with your store.

  5. Choose the customer properties to send: Send all current and future customer properties, Do not send any customer properties, or Choose customer properties to send.

  6. Click Complete installation, decide whether to tick Backfill data for all customers, then click Install.

When the installation finishes, you will see an Integration installed message. If you tick the backfill, we update every member of your list who is also a customer in your program. If you do not, we only update members whose loyalty data changes after you install. LoyaltyLion sends customer properties to Mailchimp, not events.

To change your settings later:

  1. In LoyaltyLion, go to Integrations, then under Installed integrations, click Mailchimp.

  2. Change your list or customer properties.

  3. Click Save changes.

You will see an Integration updated message when your changes are saved.


What fields are synchronized to Mailchimp?

Here is the full list of properties we send to Mailchimp, with the merge tag to use in your emails:

Property

Merge tag

What it is

Total points

*|L_TPOINTS|*

The number of points this customer currently has, including pending points

Approved points

*|L_APOINTS|*

The number of points this customer has available to spend

Pending points

*|L_PPOINTS|*

Points this customer has earned but can't yet spend, e.g. from unpaid orders

Spent points

*|L_SPOINTS|*

The number of points this customer has spent

Lifetime points

*|L_LPOINTS|*

The total number of points this customer has ever earned, including spent points

Number of rewards claimed

*|L_RCLAIMED|*

The number of rewards this customer has claimed

Number of rewards used

*|L_RUSED|*

The number of rewards this customer has used

Blocked

*|L_BLOCKED|*

Whether this customer is blocked from earning or spending points

Date enrolled in program

*|L_JOINDATE|*

The date and time this customer joined the Loyalty Program

Referral URL

*|L_REFLINK|*

This customer's unique referral URL

Loyalty Tier

*|L_TIER|*

The name of this customer's current Loyalty Tier

Birthday

*|L_BIRTHDAY|*

This customer's birth date

Insights segment

*|L_INSIGHT|*

This customer's Insights Segment (one of "Loyal", "At Risk", "Win Back")

Tier expiration date

*|L_TIEREXP|*

When the customer's current tier ends

Tier progress

*|L_TIERPROG|*

The customer's current progress toward maintaining or upgrading their tier

Projected tier progress at expiration

*|L_TPROGEXP|*

The customer's projected progress when their current tier expires

Progress needed to renew tier

*|L_TPRENEW|*

How much more progress the customer needs to keep their current tier when it expires

Progress needed to upgrade tier

*|L_TPUPGRD|*

How much more progress the customer needs to reach the next tier

Next tier

*|L_TUNAME|*

The next tier the customer would reach if they upgrade

Forecasted tier at expiration

*|L_TFNAME|*

The tier the customer is forecasted to be in when their current tier expires

Receipt upload URL

*|L_UPLDURL|*

A receipt upload URL associated with this customer

Loyalty Pass URL

*|L_PASSURL|*

This customer's Loyalty Pass link

Loyalty Pass installed

*|L_PASSINST|*

Whether this customer has installed their Loyalty Pass

Note that we create these fields as private fields, i.e. they will not automatically appear in sign-up forms or similar. You should take care not to delete or change the attributes of the fields manually in the Mailchimp interface.

Every field is a merge field, so you can use it in emails the same way as other fields like *|FNAME|*.


FAQ

How and when do we push updates to Mailchimp?
Whenever a customer changes in LoyaltyLion (for example, by earning or redeeming points) LoyaltyLion will update a matching customer in your chosen list who has the same email address. If the list does not contain a member with the same email address, we won't do anything.
We will update any member of the list, even if they are not subscribed - this is useful if you use Mailchimp to send transactional emails.

What happens to customers who aren't on my list already?
We are not permitted to add a customer to your Mailchimp list as we don't know if the customer has opted into receiving an email from you. When a customer who isn't on your list is later added to your list through another source, LoyaltyLion will sync to Mailchimp as soon as they take an action (earning or spending points) within your loyalty program.

How can I use this data to help my business?
This data will help you increase revenue, engagement and customer acquisition, as well as segmenting customers based on their loyalty properties, prompt customers to refer their friends by emailing them with their referral link and more.

I've connected Mailchimp, but the LoyaltyLion fields don't appear.

LoyaltyLion only sends data while your program is live, and only to people already on your chosen list. If you didn't tick Backfill data for all customers when you installed, members are updated as their loyalty data changes. After that, changes are sent as they happen.

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