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Mailchimp, CRM and User details features

Home Forums Community Forum Mailchimp, CRM and User details features

This topic contains 9 replies, has 2 voices. Last updated by  Cristián Lávaque 3 years, 9 months ago.

Topic Author Topic
Posted: Tuesday Feb 26th, 2013 at 3:24 pm #43259
Rob
Username: badlydrawnrob

Hi,

I’m in the process of researching a membership plugin for a paid-content/community based app. This looks like the one to go for but as a front-end dev, I’d like to get as many features in without having to outsource to a PHP guy. So, I’ve a couple of questions about the current, and near-future features:

  • Will there be any further integration into Mailchimp soon, as we’d like to keep everything on one list, using groups or static segments like in the API for drill-down newsletters: http://apidocs.mailchimp.com/api/1.3/liststaticsegmentadd.func.php
  • I can’t find a definitive answer on user profiles — are you planning on integrating a user-management tool and tracking analytics, last time signed on etc, or would this have to be custom build? I know there’s a plugin available but seems fairly light.
  • Do you have plans to integrate CRM features, or is this always going to be a custom integration with a third-party provider? (I have seen this custom API builder: http://www.s2member.com/kb/building-an-api-notification-handler/)
  • In terms of analytics, which third-party has the easiest and most customisable functions out there, or the ones most users have had success with? I’m thinking about tracking everything, sign ins, to subscribes, to failed subscribes to page views, to click-throughs, to goal setting etc. I know Google is the norm but there’s lots of options these days for app-type analytics.
  • Do you have a page with successfully implemented WordPress plugins that work seamlessly with S2M?

I understand you can’t comment too much on custom code but the above would help me get there much quicker.

Thanks.

Rob

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Posted: Tuesday Mar 5th, 2013 at 6:44 am #43756

Hi Rob.

These articles may help with part of what you asked:

Knowledge Base » Google® Analytics ECommerce Tracking
Knowledge Base » Plugins/Themes (Compatibility w/ s2Member®)

About what’s coming, I can’t really say with any certainty. I’ll ask Jason about it, though. :)

Posted: Thursday Mar 7th, 2013 at 9:53 pm #44024
Rob
Username: badlydrawnrob

Hi Cristián,

Ok so I understand the analytics better and have looked through some forums/videos for API notifications etc, but seems I may have to get someone in to push the HTTP changes using the Mailchimp API wrapper, to update/remove from groups. Can’t seem to find any walkthrough or easy way of doing so on the forums.

  • Is there no API notification for “Edit profile”? This seems a pretty important hook for CRM/Mailchimp etc
  • There does seem to be some stuff in the change log on user profile details like last login etc, the docs/Knowledgebase is a bit hard to navigate through so perhaps more investigation on my part.
  • There seems to be a little info on child themes for S2 member, and although I wouldn’t want to mess too much with the defaults, a link to a better overview of this would help (i.e making minor changes that won’t break on update)

Thanks.

Posted: Thursday Mar 7th, 2013 at 10:09 pm #44025
Rob
Username: badlydrawnrob

Ok so further from that It seems I might not be understanding the API notifications properly — are you posting the URLs with curl? In that case this could work, although it’s probably unlikely I’d be able to remove them from a list with this method at the same time. Would the logs show up the JSON that Mailchimp returns?

Understand this isn’t technical support area but if you could get back to me on the above points it’d go a long way to alleviate my concerns … Bear in mind I’m no PHP nut, but want to get as far as possible without hiring one!

Rob.

Posted: Tuesday Mar 12th, 2013 at 1:45 am #44323

Hi Rob.

I’m not sure if cURL is used for the notifications, I’ll ask Jason.

About MailChimp, you want to move the user to the proper lists when you changed his level? You’ll need to enable the list transitions here [hilite path]Dashboard -› s2Member® -› API / List Servers -› Automate Unsubscribes/Opt-Outs[/hilite].

Then, when you change the role with your customization, you can process the list transitions. This article may help with that: Knowledge Base » Changing Roles/Capabilities via PHP

Posted: Tuesday Mar 12th, 2013 at 3:53 pm #44420
Rob
Username: badlydrawnrob

Hi Cristián,

Not quite, we would prefer 1 list with multiple groups, and transition the user between these groups. That would allow tighter integration with Mailchimp’s drilldown and segmenting features … this could act as a temporary fix I suppose until you guys integrate with Mailchimp further — the ability to create on-the-fly groups, update member profile info, and remove members from a group on upgrading levels will be very powerful if you can make it happen:

http://apidocs.mailchimp.com/api/1.3/listupdatemember.func.php
http://apidocs.mailchimp.com/api/1.3/liststaticsegmentmembersadd.func.php
http://apidocs.mailchimp.com/api/1.3/liststaticsegmentmembersdel.func.php

Those would be the kind of things I’m trying to do for your reference, I can hire a dev to integrate a hack but may be worthwhile waiting for future updates. I’m sure being able to easily sync members details with third-party email/crm apps would be a popular feature ;)

My client will be buying a license soon, where would I suggest feature requests on this site?

Thanks,

Rob

Posted: Friday Mar 15th, 2013 at 10:59 am #44710

Once your client’s account here is upgraded with a Pro license, you’ll be able to post with it in the Customers forum. Suggestions or requests will be fine there.

Thanks for this one regarding MailChimp, I’m adding it to the feature requests. :)

Posted: Friday Mar 15th, 2013 at 4:58 pm #44749

By the way, s2Member already supports MailChimp Interest Groups, although not in all of the ways you described. You can see an example shown below the level fields in the MailChimp panel. [hilite path]Dashboard -› s2Member® -› API / List Servers -› MailChimp®[/hilite]

Posted: Thursday Mar 21st, 2013 at 9:53 am #45342
Rob
Username: badlydrawnrob

I’ll check out the interest groups. Just as a final query to save me testing, will Mailchimp merge an already existing member in a list — i.e. if they’re signed up to list #01, then subscribe to list #01 with an interest group, will that fail or change their existing details? Provided of course they use the same email address …

I’ll get the clients login details re: feature requests etc.

thanks,

Rob

Posted: Tuesday Mar 26th, 2013 at 4:29 am #45701

I’m sorry, I don’t know. I’ll need to ask Jason, but it’ll probably be quicker to just test it in your account. I’ll let you know when I hear back from Jason.

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