Add Mailchimp Account to Mandrill
Note: Only a paid monthly MailChimp plan will meet the requirements. Purchasing Mandrill blocks will incur monthly charges in addition to your MailChimp plan.
- Login to MailChimp: https://login.mailchimp.com
- Go to Account -> Integration
- Select Mandrill and click "Authorise connection"
- Login with your Mandrill account and allow MailChimp as an App.
Create a Template via MailChimp (based on an example template)
- A boiler plate for the templates will be provided by RaiseNow.
- Log into your MailChimp account
- Click on Templates → create template → code your own → Import HTML
- Define a name for the template "raisenow-donation-email-[2-letter-language-iso]" and add the .html-file you just downloaded (note that you will need one template for each language; the name on Mandrill will be the same as in Mailchimp); then click upload.
- When the file is uploaded, MailChimp will take you directly into an editor allowing adopt the template to your organisation and needs.
- The template is now in Mailchimp and can also be accessed from the Templates list without having to repeat the previous steps.
- Mailchimp takes you into an editor which shows the template's HTML-Code, try switching the editor to "edit design" on the bottom row to switch to a WYSIWYG-editor.
- Once finished editing, click "save and exit"; which will take you back to the Template list - do not forget to push the templates to Mandrill to actually deploy the new or updated template by clicking on the dropdown beside the template's edit-button and select "Send to Mandrill".
- If you have not already done so or if you have configured a new template name:
- Note down the template name and Mandrill credentials and send them to support@raisenow.com to make the required changes to the widget-configurations.
Providing credentials to RaiseNow
Within Mandril (not MailChimp), under Account → Settings you can generate a new API key for RaiseNow. RaiseNow will need
- the SMTP username,
- any valid API key
- a valid sender address, i.e. no-reply@NPO.org
- a sender name
to trigger sending emails through Mandril.
Please provide this data in a password protected zip file via ticketing (support@raisenow.com) and send the password for the zip file to your contact via a different channel.
Test emails
Emails can be tested using curl by making a GET request to RaiseNow'S API:
- replace the parameter stored_widget_uuid=futuragoal with the id of the widget to test
- replace stored_customer_email=john.doe@raisenow.com with a valid email address to receive the emails
- for subscription events, also replace the parameter event=subscription_subscribe with the event you want to test
One-off Donation
The "transaction changed to final success" email is triggered after the donation is transmitted. It contains the payment method, the amount and the name of the donor.
Recurring Payments (subscription events)
The following events may trigger emails and should, therefore, have a working template in place:
- subscribe
- charged
- charged error
- cancel
- renew
Subscribe
You can find the subscription_token in the URL. It is needed if you want to test the page where the donator can change his personal data, for example, to change the credit card.
Charged
The interval of the donation and the donation count (charges_count) is added. In addition, a link is sent to edit the personal data or to cancel subscription.
Charge Error
The interval of the donation is added and the link to edit the personal data (or cancel subscription) is sent.
Cancel
event=subscription_cancel
Renew
event=subscription_renew
Comments
0 comments
Please sign in to leave a comment.