Problem
Merchants face significant limitations in personalization:
- Limited Data: Shopify’s native integration typically only syncs basic information (name, email, order history). It fails to capture the specific preferences or demographic data that are critical for modern, one-to-one marketing.
- Generic Campaigns: Without detailed customer insights, email campaigns remain broad and untargeted, treating all subscribers the same.
- Ineffective Segmentation: You can only segment using basic purchase behavior. This restricts your ability to send the right message to the right customer, leading to lower engagement and missed revenue opportunities.
The Custlo + Mailchimp Solution
Custlo provides the essential bridge to activate sophisticated, data-driven email marketing in just three simple steps:
- Enrich Data: Use Custlo to easily build and collect custom customer profile fields directly on your Shopify customer account page.
- Connect Instantly: Authorize the secure, direct, and no-code connection between Custlo and your Mailchimp account.
- Target & Automate: Custom data syncs automatically to your Mailchimp Audience, enabling hyper-focused segments and automated customer journeys.
Setup Guide: Connecting Custlo to Mailchimp
Follow these simple steps within the Custlo app to start syncing your custom customer data with Mailchimp.
Step 1: Install Custlo and Define Custom Fields
This is where you collect the valuable data points that make personalization possible.
- Install the Custlo Shopify App from the Shopify App Store.
- Inside the Custlo dashboard, go to the Features tab.
- Click on Profile Setup.
- Click Manage → Add New Custom Field.
- Select the field type, enter the label name, and click Save.
Step 2: Integrate Custlo with Mailchimp
- Scroll down within Profile Setup to locate the Mailchimp integration.
- Click Manage on the Mailchimp widget.
- Press Connect to open the Mailchimp login prompt.
- Enter your credentials and authorize access.
Your custom customer data will now automatically sync to your selected Mailchimp Audience.
Usage Guide: Leveraging Custom Data in Mailchimp
Map and View the Custom Data
- Log in to Mailchimp → go to Audience → Settings → Audience fields & MERGE tags.
- Verify that your custom fields from Custlo have been mapped correctly (this is done automatically).
- Go to All contacts → open a profile → view the synced custom fields.
Create Hyper-Targeted Segments
- Go to Audience → Segments.
- Click Create segment.
- Set your segmentation conditions using the synced Merge Tags.
- Examples:
- (Birthday Campaign) BIRTHDAY is not blank
- (Interest Group) FAVORITE_CATEGORY equals "Vegan Snacks"
- Click Save as Segment.
Launch Personalized Campaigns
- Go to Campaigns → Create Campaign.
- Select your Mailchimp Audience and choose the newly created segment.
- Personalize your email using custom Merge Tags.
- Example: “We noticed you prefer *|APPAREL_SIZE|*, here are new arrivals curated for you!”
- Schedule or send your campaign.
Start turning generic email blasts into personalized, high-impact conversations that drive more sales!
