The whiteboard
Three circles: first-timers, regulars, lapsed. Each maps to segments the extension already maintains from Magento orders, and each gets its own journey.
Segments & tags
Champion, At Risk, first-time: the list is right before you write a word.
A dog-nutrition brand lives on repeat orders. Every customer arrives in Mailchimp with a recency, frequency and monetary score built from their Magento orders, a segment such as Champion or At Risk, category tags like cat:dogs/dry-food, and merge fields for their first and latest order. A win-back journey starts from the At Risk segment on its own, and the first-purchase welcome never goes to a customer on their sixth bag.
- Placed a sixth orderDry food 12 kg ×1 · 58.00 EUR
- RFM segment changedLoyal → Champion
- Received the early-access email
Why it matters
What changes for the business.
Journeys that start from truth
The score is computed from real orders and refreshed nightly, not from a form somebody filled in. A win-back goes to people who actually stopped buying.
No exports on a Friday
Merge fields such as order count and latest product update as orders sync. Nobody builds a CSV of "customers who bought twice" again.
Champions treated as champions
Your best customers can get the early access, the referral ask, the thank-you, and never the discount they did not need.
Category affinity as tags
Automatic cat: tags name the category paths a contact has bought from, so a campaign for running shoes goes to people who buy running shoes.
How it works
Step by step, from the first switch-on.
- 1
Customers and orders sync
Every customer, subscriber and order flows to the mapped audience, with unsubscribes honoured in both directions.
- 2
Scores, segments and tags are computed
Each customer gets a recency, frequency and monetary score and one of ten segments: Champion, Loyal, Potential Loyalist, New, Promising, Needs Attention, About to Sleep, At Risk, Hibernating or Lost. The segment is written to a merge field, category affinity to tags.
- 3
Journeys pick their audience
In Mailchimp, a segment rule such as RFM_SEG is At Risk or ORDERCOUNT greater than 3 drives the journey. First order, sixth order and lapsed customers each get their own path.
- 4
Results come back as revenue
Orders placed after a campaign sync back, so Mailchimp reports revenue per campaign and per automation.
Ways merchants use it
One brand, one quarter.
Replenishment and subscription-style brands, anyone with a loyal core and a long tail, and marketers who want to stop exporting lists.
The win-back
A customer who used to order monthly went quiet for ninety days. The At Risk journey sends a note; the next bag ships that week.
The Champion note
The top segment gets early access to the new recipe and a handwritten-style thank-you. No discount, because they were never waiting for one.
What you need
Before you switch it on.
- The free ebizmarts extension installed and connected to Mailchimp
- Ecommerce data sync enabled so orders and products reach Mailchimp
- Automatic tags enabled in the extension configuration, and guest orders included if you want guests tagged too
- Segments and journeys built in Mailchimp on the merge fields and tags the extension maintains
Also in Marketing Automation
Multi-store, multi-brand, multi-accountEvery store view maps to its own Mailchimp store, audience and account, across brands and currencies.Checkout opt-in, site tracking and SMSOpt-in on the order confirmation page and at registration, the Mailchimp pixel, and SMS consent at checkout.Customers, orders and products syncCatalogue, customers, subscribers, carts, orders and promo codes, kept in step both ways within about a minute.Health dashboard and notificationsDashboard, notifications, cron and queue monitors, API and webhook logs and a quality-of-service report in the Magento admin.Campaign performance and revenueSee what each campaign and journey sold, in Mailchimp and in the Magento admin.Shopper journeys with ebizmarts PulseA free companion that shows each shopper's story on one timeline, with the Mailchimp activity written into it.All 8 Marketing Automation featuresBack to the overview.
Questions
What merchants ask before they turn it on.
Where are the segments built?
The extension scores every customer from Magento order history and writes the segment, order count, first and latest order details and category tags to the contact. Segments and journeys that use them are built in Mailchimp.
Do scores and tags update automatically?
Yes. Merge fields and tags update as orders sync, and the recency, frequency and value score is refreshed nightly.
Which merge fields are available?
Order count, first and latest order dates and totals, the highest-value product, SKU and category of the first and latest order, who the latest order shipped to and whether it was for themselves, and the segment. New Mailchimp merge fields can be mapped from the Magento admin.
What about unsubscribes?
Both ways. Someone who unsubscribes in Mailchimp is unsubscribed in Magento, and someone who opts out in Magento is updated in Mailchimp.
Does this need a paid Mailchimp plan?
The extension is free. Automations and some segmentation features depend on your Mailchimp plan.
Sell more with what your store already knows.
The setup wizard takes a few minutes. If something in your setup is unusual, the Marketing Automation team at ebizmarts is one email away.