Add new PayWhirl customers to a Mailchimp audience for onboarding emails
When a customer is added in PayWhirl, this workflow adds them to a Mailchimp audience, ready for the onboarding emails you set up in Mailchimp. Existing members are updated instead.
PayWhirl
Mailchimp2 steps Setup ~5 min Used on 2.4k sites Free to import
What this workflow does
A subscription business wants to greet new customers, explain how billing works and point them to their portal. PayWhirl handles the recurring billing, while Mailchimp is often where those emails are written. The gap is getting each new customer from one to the other.
The PayWhirl trigger is Customer Created. PayWhirl fires it when a customer is added to the account, whether through portal signup, widget checkout signup or by an admin. FlowMattic passes the customer's details to Mailchimp, and Add New Member adds them to the audience you pick, or updates them if they are already a member.
The onboarding emails themselves come from Mailchimp. Set up an automation there that starts when someone joins the audience, or when a tag is added if your step applies one. Customers added by hand in PayWhirl also run this workflow, so keep that in mind for test accounts.
Subscription box welcome series
A coffee subscription adds each new PayWhirl customer to Mailchimp, where a welcome series explains delivery days and how to skip a month.
Membership onboarding
A paid membership sends new customers a Mailchimp sequence that walks them through logging in to the customer portal.
Service retainers billed in PayWhirl
An agency bills retainers through PayWhirl and uses a Mailchimp audience to send new clients its kickoff checklist.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
PayWhirl Customer CreatedRuns when a customer is added to your PayWhirl account, through portal signup, widget checkout signup or manually by an admin. The customer's details are passed to Mailchimp.
- Mailchimp Add New Member
Adds the customer to the Mailchimp audience you choose, or updates them if they already exist there. Connect Mailchimp and map the email and name from PayWhirl.
What you need
- FlowMatticCore
- PayWhirl AccountAccount
- Mailchimp AccountAccount
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
Make it yours
Changes worth making after you import it.
- Build the onboarding automation in Mailchimp before you turn this workflow on, so the first customers added receive it.
- If you create customers manually in PayWhirl for testing, add a Filter that skips your own email domain so test accounts stay out of the audience.
- Use a separate Mailchimp audience, or a tag if the step offers one, so onboarding emails reach new PayWhirl customers and not your whole list.
Questions about this workflow
Does this send onboarding emails from Mailchimp by itself?
No. The workflow adds the customer to the audience. The emails come from an automation you set up in Mailchimp.
What if the PayWhirl customer is already on my Mailchimp list?
Mailchimp keeps the one member record and refreshes it, since Add New Member also updates existing members. Whether they get the onboarding emails again depends on your Mailchimp automation settings.
Do customers I add by hand in PayWhirl trigger it?
Yes. PayWhirl fires Customer Created for admin-added customers as well as portal and checkout signups.
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