Automatically add affiliates to MailChimp with Zapier
Zapier can help you automate hundreds of web-based processes for your website. In this post we’ll show you how to set up Zapier to automatically add your affiliates to a mailing list in MailChimp, so you can start communicating with them more effectively.
Zapier is an extraordinary tool that takes the hassle out of managing your web-based processes. Developed and supported by a team who believe computers should do more work, Zapier helps you streamline your business by automating processes for more than 750 web applications.
Trust us when we say Zapier is supremely powerful. We even use it ourselves! It helps us make our affiliate program more efficient, and now you can use it alongside AffiliateWP too.
As we know, communicating with your affiliates is imperative to running a successful affiliate marketing program. It can help them promote your business and products more effectively. One of the easiest ways to communicate with your affiliates is via email, but first, you need to organize your affiliates into a separate mailing list so you can send them affiliate-specific emails. AffiliateWP’s pro add-on for Zapier makes it extremely easy to do this.
How Zapier works
Zapier works by connecting two or more web apps to perform specific processes. An integration between two apps is called a “Zap“. A Zap consists of a Trigger and one or more Actions or Searches.
When the Trigger takes place in one app, Zapier will automatically perform the Actions or Searches in another app, as defined by the user.
Below are some quick definitions of a Trigger, an Action and a Search:
- A Trigger is a process performed by the first app. In AffiliateWP, for example, this might be a New Visit, a New Affiliate, or a New Referral.
- An Action is a process that occurs in the second app after a specific trigger fires. For example, for a New Visit trigger, you might set up an Action to create a new row in a Google Sheets spreadsheet with the visit data. For a New Affiliate trigger, you might set up an Action to post a message in Slack. For a New Referral trigger, you might set up an Action to email your team of managers via Gmail.
- A Search is also a process that occurs in the second app after a specific trigger fires. For example, for a New Affiliate trigger, you might set up a search to find if that affiliate is an existing subscriber in your primary MailChimp mailing list.
Creating a Zap to import affiliate data from AffiliateWP into MailChimp
Let’s look at how you can use Zapier to automatically add new affiliates to a mailing list in MailChimp once they have registered and been approved, or are manually added in AffiliateWP.
To set this up you’ll need:
- An AffiliateWP Professional license (or historical Ultimate license)
- The Zapier for AffiliateWP pro add-on (ensure you have installed and activated the add-on)
- A Zapier account
- A MailChimp account (or other email marketing service account).
If you already have a Professional or Ultimate AffiliateWP license, you can download the Zapier for AffiliateWP pro add-on from your Account page.
Let’s get started!
Step 1: Create a test affiliate account
Setting up a test affiliate account will allow you to test Zapier is working correctly without sending a test email to a live affiliate account.
- To create a new test affiliate, go to Users → Add New in the WordPress admin, and populate the fields under Add New User.
- Tick the Skip Confirmation Email option checkbox, and two new options will appear; Add as Affiliate and Disable Affiliate Email.
- Tick the checkboxes next to each of these options to create an active affiliate test account and disable the Affiliate Application Accepted email.
- Click the Add New User button to create this user.
Ensure your test affiliate’s status is active by visiting Affiliates → Affiliates in your WordPress admin. If the affiliate’s status is active, you can move on to the next step. If the affiliate’s status is pending, hover over their name and click Accept to set their status to active.
Step 2: Zapier login and beta access to AffiliateWP app
- Log in to Zapier.
- While this Zapier app is in Beta, you’ll need to use our invite code to add the AffiliateWP Zapier app to your Zapier account. Click here to accept an invite for the AffiliateWP Zapier app.
- Click the Accept Invite & Go To Dashboard button. You’ll now have access to the AffiliateWP app.
- In your Zapier dashboard, click the MAKE A ZAP! button.
Step 3: Name your Zap
Give your Zap a name in the top left-hand corner of the Zap editor screen. We recommend naming it something that clearly explains the action it performs. For example, “Add Affiliate from AffiliateWP to MailChimp List”.
Step 4: Select AffiliateWP as your Trigger app
Use the search bar to find AffiliateWP, and click on the search result for AffiliateWP. AffiliateWP will be your Trigger app.
Step 5: Select a Trigger
Now, you can choose your Trigger process. As you will see there are multiple Triggers you can use within AffiliateWP. Select the New Affiliate Trigger. Click Save + Continue.
Step 6: Connect AffiliateWP to Zapier
In this step, you’ll connect AffiliateWP to Zapier. Click the Connect a New Account button. A popup window will open and prompt you for three things: your Public Key, your Token Key, and your Site URL.
You can find your Public Key and your Token Key by logging into your WordPress admin, and going to the Affiliates → Tools → API Keys tab.
If you haven’t yet generated any API Keys, simply start typing your WordPress username into the Enter username field, select your username, and click the Generate New API Keys button.
AffiliateWP will then generate three different keys. You will only need the Public Key and the Token Key for Zapier.
In the Zapier popup window, copy and paste your Public Key from AffiliateWP into the Public Key field. Then, copy and paste your Token Key from AffiliateWP into the Token Key field. Finally, type in your exact site url (with your exact domain protocol, e.g. https:// or http://) into the Site URL field. Click the Yes, continue button in the popup to save this data, and then click Save + Continue in the main Edit Zap dashboard.
Step 7: Test AffiliateWP’s connection to Zapier
You can now test that Zapier is correctly fetching data from AffiliateWP. Click the Fetch & Continue button. Zapier will fetch the details of the latest affiliate who was accepted (the test affiliate you set up in Step 1).
If an affiliate was successfully found, you’ll see the green “Test successful!” bar, and you’ll also be able to see their affiliate account details by clicking the view your affiliate link underneath the green “Test successful!” bar. If everything looks good, click the Continue button.
Step 8: Choose your Action app
You’re ready to set up your Action app. For this example we are searching for MailChimp. Search for MailChimp, or if it appears in the Popular Apps section, click on the MailChimp logo to select it as your Action app.
Step 9: Choose your Action
To add a new affiliate/subscriber to a mailing list, select the Add/Update Subscriber action.
Step 10: Connect Zapier to MailChimp
Click the Connect a New Account button. You’ll see another popup and be prompted to login to MailChimp with your username and password. This will connect Zapier to MailChimp. Enter your details and click Log In.
You can then test that the connection between Zapier and MailChimp has been established correctly by clicking the Test button back on the Select MailChimp Account page. If the test is successful, you’ll see a “Success!” message. Click Save & Continue.
Step 11: Set up the Action Template for MailChimp
You can now set up your the Action Template for the Add/Update Subscriber action in MailChimp. This will template the processes to run in MailChimp for all future approved/added affiliates.
- Under List, choose an existing mailing list to use for affiliates, or create a new list
- Under Subscriber email, select the Email field
- Under Double Opt-In, you can choose whether or not to enable a confirmation email to the affiliate
- Under Update Existing, you can choose whether to update an existing affiliate’s email address if they have changed
- Under Replace Groups, you can choose whether to update/overwrite an affiliate’s existing groups
- Under Group, you can choose to add your affiliates to a group (if you have a general mailing list with all subscribers, we recommend using a group to separate your affiliates)
- Under First Name, select the First Name field
- Under Last Name, select the Last Name field. Selecting these name fields will allow you to use merge tags in your emails to address your affiliates by name.
When you’ve finished, click the Continue button.
Step 12: Test the MailChimp Action
At this point you can choose to test the action or skip the test and continue. We recommend testing the action so you can see it is working correctly with your test affiliate data. Check the options you have set up, and click Create & Continue to test that the Zap correctly imports the affiliate’s data into MailChimp.
If the affiliate’s data was successfully imported into MailChimp, you’ll see the green “Test successful!” bar, and you’ll also be able to see the affiliate’s MailChimp subscriber data by clicking the view your affiliate link. If everything looks good, click the Finish button.
Your new Zap will be shown as off:
So hit that toggle and turn it on!
When a live Zap occurs, the affiliate will be added to MailChimp anywhere between 5 to 15 minutes after they have been accepted (depending on your Zapier plan). This short time delay is not an issue at all, but if you’d like to guarantee that your Zaps are processed every 5 minutes, you can upgrade to a premium Zapier plan.
Aaaand that’s it! You’re done! Super easy, right?
Making the most of your ‘Affiliates’ mailing list
When your Zapier integration is set up and your affiliates are being automatically added to a mailing list, you’ll be able to communicate with your affiliates more effectively. Here are some ideas on how you can use MailChimp to communicate with your affiliates:
- Create an automation to send your affiliates a custom “Welcome!” email once they are added to an affiliate-only mailing list
- Create an automation with a series of follow-up emails spread over a period of time, educating your affiliates about your business
- Create affiliate-only campaigns to notify your affiliates about upcoming sales or promotions, or to let them know about updates and changes to your affiliate program
- Add your affiliates to existing RSS feeds or campaigns so they can stay up to date with your website and company news, learn about new products, view showcases on existing products, and more.
Whilst this particular post focuses on setting up MailChimp, the process will be similar for other email marketing platforms. Not using MailChimp? Browse the hundreds of web applications and various email marketing services that integrate with Zapier to find your favorite apps: Zapier-supported applications.
Updated: October 2nd, 2020