Add a new MoonClerk customer to a Mailchimp audience when a plan is created
When a customer starts a recurring plan through MoonClerk, this workflow adds them to your Mailchimp audience, or updates them if they are already a member, so your onboarding emails can reach new payers.
MoonClerk
Mailchimp2 steps Setup ~5 min Used on 655 sites Free to import
What this workflow does
MoonClerk takes recurring payments for memberships, donations and subscriptions. The people paying are the ones you most want on your email list, but copying them from MoonClerk to Mailchimp is a manual job. This workflow adds each one as their plan starts.
The MoonClerk trigger fires when a plan is created, which is the start of a customer's recurring payments. FlowMattic passes the plan data to Mailchimp. Its Add New Member action adds the email you map to the audience you pick, or updates the member if that address is already there.
A customer who starts a second plan triggers another run, and Mailchimp updates their existing membership with the values you map. Blank values in that later event can overwrite what Mailchimp holds, so map only fields the plan always carries. The onboarding emails themselves come from your own Mailchimp setup, such as an automation for new audience members. One-off payments don't create a plan, so those payers aren't added.
Monthly donors for a charity
A supporter sets up a monthly gift on a MoonClerk form. They join the donors audience in Mailchimp, where your welcome series thanks them and explains where the money goes.
Paid newsletter or membership
Members who start a subscription plan land in the audience that receives member-only issues, without you exporting payers from MoonClerk each week.
Instalment plans for a course
Students paying a course in instalments are added to Mailchimp when their plan starts, so they get your onboarding emails before the first lesson.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
MoonClerk Plan CreatedFires when a plan is created in MoonClerk, meaning a customer has started recurring payments. The plan data from MoonClerk is passed on for mapping.
- Mailchimp Add New Member
Adds the customer to your Mailchimp audience as a new member, or updates them if the address already exists. Map the email and any name values from the plan, then connect Mailchimp.
What you need
- FlowMatticCore
- MoonClerk 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.
- Start a test plan after import and check which value carries the customer's email in the MoonClerk data before you map it into the Mailchimp step.
- Pair this with a second workflow on MoonClerk's Plan Ended trigger if you want to act when a customer's recurring plan stops, such as updating their record in Mailchimp.
- If you run several MoonClerk forms, add a Filter after the trigger that continues only for the form or plan name that belongs in this audience.
Questions about this workflow
Are one-time MoonClerk payers added to Mailchimp?
No. The trigger is Plan Created, which only fires for recurring plans. MoonClerk's Payment Successful trigger is the one to use if you want every payer.
What if the MoonClerk customer is already in my Mailchimp audience?
Add New Member updates them instead of adding a duplicate. The mapped values replace what Mailchimp holds, and a blank value in the plan data can clear a field you had filled.
Does this send an onboarding email by itself?
No. It only puts the customer in the audience. Set up a Mailchimp automation or campaign for new members to send the onboarding emails.
Will customers with plans created before import be added?
No. Only plans created after you turn the workflow on start a run. Import existing MoonClerk customers into Mailchimp separately.
More Email Marketing workflows
Other ready-to-import templates from the same category.
Import this workflow into your WordPress site
Download the JSON, import it from the Workflows screen and connect your accounts. Every run stays on your server, with no per-task fees.
30-day money-back guarantee Unlimited workflows and runs Self-hosted