MailChimp is a great way to reach out to and nurture your users, and with Planhat's MailChimp integration you can group your end users into personas and send them into MailChimp for a new email campaign.

Planhat makes it so that you can send in data about the customers:

  • First name
  • Last name
  • Email
  • Phone #
  • Company name
  • and some custom field data

This data that we send in allows you to, more effectively, reach out to the users you have pushed from Planhat into MailChimp. It allows you to filter and get an overview of which users are in which lists and campaigns, and you can also use them to make your emails more personal when sending users from Planhat into MailChimp.

How to prep MailChimp for Planhat's merge tags

In order for MailChimp to be able to receive data about these merge tags from Planhat, they first have to be established in MailChimp.

So first, make sure you go into the Lists you would like to send the end users into, and set up merge tags in those lists.

What Planhat's Merge Tags are

Just so you know what we call/use as our merge tags:

FNAME: 'John'
LNAME: 'Andersen'
EMAIL: 'john.andersen@company.com'
P_PHONE: '21323123'
P_COMPANY: 'Company AB'
P_XXX (where XX are first 8 letter of the custom field, uppercase, spaces removed)
T_YYY (where YYY ar first 8 letter of the tag, uppercase, spaces removed)

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