How to segment MailChimp subscribers by campaign

Email Segments in MailChimp

Here’s the scenario, you have just launched a new promotion for your latest e-book. You set up a landing page and posted lots of links across the internet directing people to that page.

A visitor arrives at your page, wants a copy of your e-book so they register to your email list.

Wouldn’t it be great if you could now send targeted emails to those people who joined your list based on your e-book?

Using MailChimp and its segments… You can!

This article will run you through the steps on adding a small piece of code to your signup form, that will allow you to segment your subscribers based on where they have signed up to your list.

So let’s get started!

First we need to add an additional merge tag – this allows MailChimp to recognise we’re going to be adding an extra field.

  1. Go to ‘Lists’ (create one if you haven’t already)
  2. Click ‘View’ then ‘Subscribe’ on the list you wish to segment
  3. Hover over ‘Settings’ then ‘List Fields And *|MERGE|* Tags’
  4. Click ‘Add Field’
  5. Click ‘Text’
  6. In the label field, enter ‘Campaign’
  7. Under ‘Stick this tag in your content:’ enter ‘CAMPAIGN’ – this will be used in the steps below.
  8. Click ‘Save’

MailChimp access the merge tag settings MailChimp adding extra fields to subscribers

Time to edit a little bit of code – don’t panic, it’s nothing too daunting.

  1. Remaining within your list – hover over ‘For your website’ and select ‘Signup Form Embed Code’
  2. Copy that code into a text editor like notepad so we can edit it
  3. Find the line starting <input type=”email”… >
  4. Duplicate this line onto the one just below
  5. Change type=”email” to type=”hidden” on the copied line
  6. Between the quotes on value=””, enter a short (memorable) term that describes your campaign
  7. Change name=”EMAIL” to name=”CAMPAIGN”
  8. Delete everything else up to the > sign at the end of the line
  9. Copy and paste this code onto the page that you would like the signup form to work – make sure your using the ‘Text’ view if it’s in WordPress.

MailChimp Segment code

Please see this article for more help with adding the signup form to your website.

How to view your new segment within MailChimp

Now that we have our new segment set up and ready to capture campaign information, we need to view the segment so we can start sending emails to them.

  1. Go to ‘Lists’
  2. Click ‘View’ then ‘Subscribers’ on the list that has the segment
  3. Click ‘Segment’ this will make some additional fields appear
  4. Select your campaign name from the drop down options
  5. Leave the middle field as ‘is’
  6. Enter the term you used to describe your campaign into the last field
  7. Click ‘View Segment’

MailChimp view custom segment

You should now see a list of subscribers who signed up as a result of your campaign.

Additional notes

When you come to creating a second campaign, everything is a lot easier.

You will simply need to grab the code you created for this campaign, and change the text between the quotes on value=”xxxxx”.

Copy and paste this into your new page and you’re done!

If this is working for you, let me know in the comments below!

  • Manu

    Ah finally it’s here, thanks a lot Sam. Got a question for you if you don’t mind. On step 3 aren’t we supposed to copy that line so the email field keeps intact? I’ve copied it and renamed the line to what you have showed but I can’t seem to select the campaign. I can see the value in the subscriber row though so not sure what’s wrong…Any ideas?

    • Hey Manu! Sorry for the delay getting back to you, I was away last week.

      Yes you are correct in copying the line – I have edited the article above.

      I’m slightly confused to which part is creating the problem. As I understand it, you have added the new ‘Campaign’ tag within MailChimp, edited your code and entered the new form in your website?

      Are you having trouble with finding the result within MailChimp? or entering the code onto your site?

      Could also copy the edited line of code here so I can take a look at what you have?

      Many thanks,

      • Manu

        Hey Sam,

        not a problem at all and thanks for your reply. Any chance to get you added in skype? My nick is “grasman” so if you want to give me a chat I am all for it 🙂

        • Hey Manu,

          Unfortunately I won’t be able to do a Skype chat with you, StuffedWeb is just me helping others (like you) so I can’t dedicate as much time to it as I (really) wish I could. BUT if you drop me an email using the contact link above, you can send me screen shots / code / what ever you like and I will get back to you 🙂

  • jamie

    hi! first; this post is AWESOME! you really helped me see a new facet to mc. that being said i do have a question; is there a way to put a campaign merge field like this in the facebook integration on mc so that any signup from fb comes into mc tagged as ‘facebook’?

    thanks again for your help!

  • Sam—This post is EXACTLY what I was looking for. Thanks so much for the info. Initial implementation and testing works like a charm. Now I can keep track of JV referrals during my launch!

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