Guide

Targeted Marketing Using Cobot's Mailchimp Add-On

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Cobot's integration with MailChimp allows you to link the two accounts so that all active members and new members are added to your MailChimp list.

Now that you have a list of all past and present members of your space, how can you accomplish targeted marketing to specific groups of members?

Information Synchronized Between Cobot & MailChimp

When your members are added to your MailChimp list from Cobot, it automatically brings in five data points:

  • First name
  • Last name
  • Plan
  • Date added
  • Last changed

You can view this within MailChimp under Lists » Select your Cobot synchronized list.



This list will serve as the base for creating your targeted marketing lists. When a member changes their plan, it will automatically update in MailChimp and adjust the date changed field.

Creating Targeted Marketing Lists

MailChimp defines a targeted marketing list as a segment.

To define and save a segment, you can follow these simple steps:

1. Select Segments » Create a Segment



2. Select the sorting type (in this case, plan) and the value it should match (in this case, part-time)



3. Preview the segment to ensure it is including the correct information, then click Save as Segment.



4. Name the segment and make sure to keep the auto-update box selected.



Done! Now when you create your MailChimp email campaign, you can set it to send to your specific segment.


Creating A Date-Based Targeted Marketing List

To create a date-based list, the steps are the same as above, except that in step 2, you will select the sorting mechanism of date before / date after. This will allow you to differentiate between long-time members and members who recently signed up (for auto-welcome emails, for example).




Next Step

If you have a custom subdomain, you can improve your delivery success.

Otherwise, you can move on to invoicing.