Spree/MailChimp Integration
Ruby HTML Other
Latest commit af8a138 Jan 9, 2016 @braidn braidn Remove List Name From Initializer Template
The API will only return at max 30 list names for pattern matching. If a
store has more than 30 lists, then the likelyhood of the pattern
matching to be successful is limited. Encourage the user to use the list
id instead.

README.md

Spree/MailChimp Integration

Build Status Code Climate

Makes it easy to integrate your Spree app with MailChimp.

List synchronization

Automatically syncs Spree's user list with MailChimp. The user can subscribe/unsubscribe via the registration and account pages.

Order synchronoization

Fully supports MailChimp's eCommerce360 API. Allows you to create targeted campaigns in MailChimp based on a user's purchase history. We'll even update MailChimp if the order changes after the sale (i.e. order modification, cancelation, return). User's who check out with their email in the Spree Storefront, will accrue order data under this email in MailChimp. This data will be available under the 'E-Commerce' tab for the specific subscriber.

Campaign Revenue Tracking

Notifies MailChimp when an order originates from a campaign email.

Custom User Data

Easily add your own custom merge vars. We'll only sync them when data changes.

Existing Stores

Provides a handy rake task rake spree_chimpy:orders:sync is included to sync up all your existing order data with mail chimp. Run this after installing spree_chimpy to an existing store.

Deferred Processing

Communication between Spree and MailChimp is synchronous by default. If you have delayed_job in your bundle, the communication is queued up and deferred to one of your workers. (sidekiq support also planned).

Angular.js/Sprangular

You can integrate it with sprangular by using the sprangular_chimpy gem.

Installing

Add spree_chimpy to your Gemfile:

gem 'spree_chimpy'

Alternatively you can use the git repo directly:

gem 'spree_chimpy', github: 'DynamoMTL/spree_chimpy', branch: 'master'

Run bundler:

bundle

Install migrations & initializer file:

bundle exec rails g spree_chimpy:install

MailChimp Setup

If you don't already have an account, you can create one here for free.

Make sure to create a list if you don't already have one. Use any name you like, just dont forget to update the Spree::Chimpy::Config#list_name setting.

Spree Setup

Edit the initializer created by the spree_chimpy:install generator. Only the API key is required.

# config/initializers/spree_chimpy.rb
Spree::Chimpy.config do |config|
  # your API key provided by MailChimp
  config.key = 'your-api-key'
end

If you'd like, you can add additional options:

# config/initializers/spree_chimpy.rb
Spree::Chimpy.config do |config|
  # your API key as provided by MailChimp
  config.key = 'your-api-key'

  # name of your list, defaults to "Members"
  config.list_name = 'peeps'

  # change the double-opt-in behavior
  config.double_opt_in = false

  # send welcome email
  config.send_welcome_email = true

  # id of your store. max 10 letters. defaults to "spree"
  config.store_id = 'acme'

  # define a list of merge vars:
  # - key: a unique name that mail chimp uses. 10 letters max
  # - value: the name of any method on the user class.
  # default is {'EMAIL' => :email}
  config.merge_vars = {
    'EMAIL' => :email,
    'HAIRCOLOR' => :hair_color
  }
end

When adding custom merge vars, you'll need to notify MailChimp by running the rake task: rake spree_chimpy:merge_vars:sync

For deployment on Heroku, you can configure the API key with environment variables:

# config/initializers/spree_chimpy.rb
Spree::Chimpy.config do |config|
  config.key = ENV['MAILCHIMP_API_KEY']
end

Segmenting

By default spree_chimpy will try to segment customers. The segment name can be configured using the segment_name setting. Spree_chimpy will use an existing segment if it exists. If no segment can be found it will be created for you automatically.

Note about double-opt-in & segmenting

Mailchimp does not allow you to segment emails that have not confirmed their subscription. This means that if you use the double-opt-in setting users will not get segmented by default. To work around this there is a rake task to segment all currently subscribed users.

rake spree_chimpy:users:segment

The output of this command will look something like this:

Segmenting all subscribed users
Error 215 with email: user@example.com
 msg: The email address "user@example" does not belong to this list
segmented 2 out of 3
done

You can run this task recurring by setting up a cron using whenever or by using clockwork. Alternatively when you host on Heroku you can use Heroku Scheduler

Adding a Guest subscription form

spree_chimpy comes with a default subscription form for users who are not logged in, just add the following deface override:

Deface::Override.new(:virtual_path  => "spree/shared/_footer",
                     :name          => "spree_chimpy_subscription_form",
                     :insert_bottom => "#footer-right",
                     :partial       => "spree/shared/guest_subscription")

The selector and virtual path can be changed to taste.


Contributing

In the spirit of free software, everyone is encouraged to help improve this project.

Here are some ways you can contribute:

  • by using prerelease versions
  • by reporting bugs
  • by suggesting new features
  • by writing translations
  • by writing or editing documentation
  • by writing specifications
  • by writing code (no patch is too small: fix typos, add comments, clean up inconsistent whitespace)
  • by refactoring code
  • by resolving issues
  • by reviewing patches

Starting point:

  • Fork the repo
  • Clone your repo
  • Run bundle install
  • Run bundle exec rake test_app to create the test application in spec/test_app
  • Make your changes
  • Ensure specs pass by running bundle exec rspec spec
  • Submit your pull request

Copyright (c) 2014 Joshua Nussbaum and contributors, released under the New BSD License