How to import WordPress users to MailChimp with Users Insights
In this tutorial I am going to show you how to use the Users Insights export feature to create a cutsomized WordPress user CSV export, that can be used to import your WordPress users into MailChimp.
The WordPress user export feature of Users Insights allows you to create a custom selection of the users to export. It also allows you to select the user data fields to be exported, so you can export all the user data that you need for MailChimp.
1. Segmenting the list of users that you want to import to MailChimp
The first step is to select which users you would like to import. If you want to import all the users, you can skip this step.
You can use the Users Insights user filters to narrow down the selection of users. In this example I’m going to use the Geolocation module of Users Insights and I want to select all the users that are from Spain. Later I’m going to import those users to a list called “Users from Spain”, because I want to send them a promo code for the national day of Spain.
I am using the “Country” filter and select the condition to match the country field to “Spain”. This automatically lists all the users that are from Spain:
In the same way you can use any of the available filters to segment your user data, such as you can filter the users by Groups, Last Seen, purchased WooCommerce product, etc.
2. Selecting the user fields that you want to export
You can use the Visible Columns option to select the user fields that will be exported.
In this example, I am going to select the username, name and email fields. I am going to exclude the country field, as I already know that the current selection of users is from Spain.
3. Exporting the users
Just by clicking on the Export button, Users Insights will automatically export the current user selection – it will apply all of the filters and export only the visible columns.
The exported file is in a CSV format, which is a supported format by MailChimp to import subscribers:
4. Importing to Mailchimp
Once you have the CSV user export file, now it’s time to import the users to MailChimp.
On the MailChimp site, go to the “Lists” page. You can either create a new list or open an existing list. In this example I’m going to create a list called “Users from Spain”, as it will contain all of the WordPress users that are from Spain.
On the list page, click on the “Add subscribers” -> “Import subscribers” link:
After this, MailChimp will ask you where you want to import the subscribers from – we choose the “CSV or tab-delimited text file” option here:
On the next page MailChimp will ask you how you would like to import each of the columns in the CSV file. I select the following options:
- Username column – I click on the “Skip” option, as I don’t need the username
- Name column – I select the “New column name” option and create a new column called “Name”
- Email – the email address from the CSV file should be automatically detected as a primary email for the subscriber
On the next step MailChimp asks us to categorize the imported list of users, I select the “subscribers” option.
The next step is the actual import process and if everything goes normally, you should see all of the exported users from WordPress, imported to the new list:
Just by following the steps above you can create various lists in your MailChimp account and import your WordPress users. For example, if you are using the WooCommerce module, you could export all of the users that have ordered a specific product and then you can create an e-mail campaign to suggest related products to those users. Or, you could use the Last Seen filter of Users Insights to find the users that haven’t been active recently and perhaps send them a friendly reminder.
With the Users Insights filters you have almost infinite options to segment your WordPress users – this can be a powerful tool to create various and flexible email campaigns with MailChimp that can help you promote your products and services.