Mailchimp x Subify Integration

How to integrate Subify into Mailchimp: Email Marketing & SMS

Yasaman avatar
Written by Yasaman
Updated this week

You can use Mailchimp for Shopify to create targeted e-commerce campaigns, generate product recommendations, and more.


In This Article:


Where can I access the Mailchimp App?

You can install the Mailchimp app from this link. Then you need to connect Mailchimp to your Shopify store.

For more information about getting started with the Mailchimp app, please visit the Mailchimp help center.


How does Mailchimp work?

Here are some key things you should know about Mailchimp functionality as your email marketing tool on Shopify:

  • A critical first step to getting started with Mailchimp is setting up your audience. Whether you’re starting from scratch, or bringing existing contacts into Mailchimp, your audience is where you’ll store and manage all your contact data.
    When you integrate your Shopify store with Mailchimp, all your customers will be added as audiences to your Mailchimp account.

  • Customers who opt-in to receive email marketing at checkout are imported as subscribed contacts, while customers who choose not to receive email marketing will appear as non-subscribed contacts. Repeat customers will sync to Mailchimp as subscribed whether or not they reaccept marketing.

  • Tags, groups, and segments are the main audience management tools you’ll find in Mailchimp. Learn more about how they work together.

  • Tags are built for your own, internal audience organization. If you want your contacts to self-select an interest or category for themselves, use groups first and then apply tags as needed.

  • Groups can be used to sort subscribed contacts based on their interests and preferences. Only subscribed contacts can be added to groups, but unsubscribed contacts will retain their group designations.

  • You can use your audience information to filter contacts into segments, and then target them with email, postcards, or ad campaigns.


How to integrate Subify into Mailchimp?

Method 1: Mailchimp Tags & Groups

Use the Tags & Groups section in Mailchimp to defile rules based on Subify automated tags for orders and customers and create tags or interest groups in Mailchimp:

You can enable Subify automated orders or customer tags from Subify > Settings > Tag Management. Subify will then put automated tags on orders and customers that have a subscription product or membership.

You can enable 8 types of automatic tags in Subify for subscription orders and customers:

Customer tags

Order tags

Subify subscriber

Any customer who's had at least one subscription.

Subify subscriptions

When the tag management is enabled, all the orders Subify creates are automatically tagged with "subify subscriptions".

Has Active subscription

Any customer with an active subscription.

First subscription order

The first order of a subscription plan gets tagged with "First subscription order".

Has paused subscription

Any customer with a paused subscription.

Recurring order #number

This tag defines the number of recurring orders in the customer's subscription: Recurring order #1, Recurring order #2, ...

Has canceled subscription

Any customer with A canceled subscription.

Note that when you enable any of these tags, they will be applied to your future subscribers/members or subscription orders. Your existing customers and orders won't be updated. You can manually add these tags to your existing customers or use Shopify automation.

Using these tags, you can define a rule in the Mailchimp Shopify app based on actions about your subscribers or subscription orders:

  1. Go to the Tags & Group tab on the Mailchimp app on Shopify.

  2. Click on Build a Rule.

  3. Define your rule criteria based on Subify order tags or customer tags.

  4. Choose an action related to MailChimp (add customer tags or interest groups).

  5. Save your rule.

  6. Login to your MailChimp account and review the tags or interest groups you have added.

  7. Run your campaigns and flows using these tags and groups.

Note that Mailchimp might take a couple of minutes to sync changes from its Shopify app to your Mailchimp account. If it takes too long, on the Mailchimp Shopify app, go to Account and click on Force Resync.

Method 2: Mailchimp- Shopify customer tag mapper

Use the Shopify Customer Tag Mapper section in Mailchimp to sync Subify automated tags for customers with your Mailchimp audience:

  1. Go to the Shopify Customer Tag Mapper tab on the Mailchimp app on Shopify.

  2. Add the Subify customer tags that you want to keep in sync with your Mailchimp audience.

  3. Login to your MailChimp account and review the tags you have added.

  4. Run your campaigns and flows using these tags.

Note that Mailchimp might take a couple of minutes to sync changes from its Shopify app to your Mailchimp account. If it takes too long, on the Mailchimp Shopify app, go to Account and click on Force Resync.

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