There are two options for triggering a deadline manually using MailChimp contacts. The first method shown is how to trigger a deadline by directly importing the contacts into Deadline Funnel. The second method allows you to schedule triggering their deadlines.
Use the 'Import' feature to manually add contacts and trigger your campaign for those contacts
Navigate to Deadline Funnel > Analytics and then select "Import"
Choose "Import Bulk" if you have a list of contacts to import or "Import Single Entries" if you only have a few:
Keep this windows open for the next steps:
In a new tab or window, navigate to MailChimp and log in. Go to "Audience" in the left menu and find the list of contacts you wish to manually trigger in Deadline Funnel.
Once you are viewing the audience you want to copy into Deadline Funnel, you will need to export the Audience. Download this file.
When you click to export the list, MailChimp may take a few minutes to generate the export file for you.
You should get a confirmation that the file has downloaded after clicking the button below:
After you download and unzip the export .csv file (comma-separated value/spreadsheet file), you will want to open this with your favorite spreadsheet editing software. Select all columns besides Email Address and First Name and delete them.
Now add a deadline column, add a deadline for every contact using the mm/dd/yyyy format and make sure the columns are ordered first name, email address and then deadline:
Save the information as a .csv file and then open this .csv in your favorite text editor:
Now copy the info from the .csv and past that into the Import window in Deadline Funnel and click "Import Tracking Events"
Verify that the contacts are added in the "People Tracked" section and that the new tracking dates appear to be correct.
If you want to follow a schedule for importing leads instead, you can use the Zapier guide below.
How to schedule a manual deadline trigger using Zapier
Please note that this method can work with email service providers other than MailChimp as long as their Zapier triggers support it. For this example, Mailchimp allows us to trigger subscribers with a specific tag or segment.
1. Create a new Zap using Zapier. The first part will be telling Zapier where to get the leads. We will be adding our leads to a specific tag that will be used one time for this process. This list, along with the tag we apply, will tell Zapier exactly which people we want to import from MailChimp into Deadline Funnel:
2. In this example, we have selected the "New Subscriber in Segment or Tag" option in Zapier's MailChimp actions, so we'll create a tag in MailChimp and apply that to all of my contacts that I want to import:
3. Set the MailChimp Settings in Zapier:
4. Optionally set your delay by clicking the plus, we chose "delay until" and set the time for the next day at noon. You can choose any time as long as it is within the parameters that Zapier allows:
5. The final step in choosing a delay is to run a test to ensure that your target time is accurate. Now set up your Deadline Funnel settings in Zapier by selecting the "Start Deadline" action and selecting the Deadline Funnel campaign you want to add these contacts to. You will then select which field will be sent to that campaign, for this we would simply use the email field as shown below:
6. Test your delay. For this example, we chose "delay until" and set the time for the next day at noon so that we could quickly test the delay timer (recommended). Make sure to change the delay timer to your actual desired trigger time and activate the Zap. That's it!
If you have any questions, please let us know at email@example.com or in our live chat at the bottom right of your screen