How to Integrate Your Referral Program with Mailchimp and Genius Referrals

Unlock the full potential of your referral program by integrating Genius Referrals with Mailchimp. This powerful combination allows you to embed referral links in your emails, ensuring maximum impact for your marketing campaigns.


With just your Mailchimp API key, you can seamlessly connect both systems and automate the process of capturing referrals.

Prerequisites

Before you begin, ensure you have:
✅ An active Genius Referrals account. Sign up here
✅ An active Mailchimp account. Sign up and get your API credentials here

Integration Steps


Step 1: Connect Genius Referrals with Mailchimp

  1. Log in to your Genius Referrals account.
  2. Go to the "Program Settings" section and select "Integrations."
  3. Under "Email", choose "Mailchimp."

Step 2: Retrieve Your Mailchimp API Key

  1. Log in to your Mailchimp account.
  2. Click on your profile icon and select "Profile."
  3. In the "Extras" menu, choose "API Keys".
  4. Under "Your API Keys", click "Create a Key".
  5. Copy the generated key and return to Genius Referrals.

Step 3: Configure Sync Settings in Genius Referrals

  1. Select the "Share Messaging Package" you want to sync.
  2. Enter your Mailchimp API key and click "Connect."
  3. Choose the Mailchimp list to sync and decide if new advocates should be automatically added as subscribers.
  4. Click "Use Selected List" and then "Sync."
  5. The first sync happens instantly; after that, it updates every 5 minutes.
  6. In Mailchimp, go to "Audience" → "All Contacts" to verify that your advocates have been imported.

Step 4: Verify Merge Tags for Advocates

  1. In Mailchimp, navigate to "Audience" → "All Contacts".
  2. Scroll horizontally to check for the personalized referral links provided by Genius Referrals.
  3. Customize the columns displayed by clicking the settings icon labeled "Column."
  4. To view all Merge Tags, go to "All Contacts" → "Settings" → "Audience Fields & MERGE Tags".

Step 5: Insert Merge Tags into Your Emails

  1. In Mailchimp, open an existing campaign or create a new one.
  2. Insert the necessary MERGE tags into the email body. Learn more about adding Merge Tags.
  3. Click "Preview" to check the design and send a test email to verify functionality.
  4. Save and publish your campaign.
Now, your Mailchimp email campaigns will include personalized referral links, allowing advocates to easily share your products and services.

This seamless integration not only increases brand visibility but also drives engagement and conversions by making it effortless for your audience to promote your offers.

Troubleshooting & FAQs

1. My Mailchimp contact list isn’t updating. What should I do?
✔ Ensure your Mailchimp API key is correctly entered in Genius Referrals.
✔ Verify that auto-sync is enabled.
✔ Confirm that you’ve selected the correct Mailchimp list.

2. Merge Tags aren’t appearing in my emails.
✔ Check that the tags were generated in Mailchimp under "Audience Fields & MERGE Tags."
✔ Make sure the tags are inserted correctly in the email content.
✔ Try manually syncing contacts in Genius Referrals.

3. Advocates are not being added to Mailchimp automatically.
✔ Ensure that the "Auto-add Advocates" option was enabled during sync.
✔ Confirm that your Mailchimp API has the necessary permissions to add contacts.
Was this page helpful?
Español
LANGUAGE