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I am working with a carpet cleaning and restoration company and I want to set up a Zapier integration between Housecall Pro and MailChimp. I’ve connected it correctly and it is working, but in order to properly segment the audiences in Mailchimp, I think I need the Zap to change based on which job tag they have. 

For example, if a customer has a job marked completed and that job was tagged as “water restoration,” i want them to get a specific set of follow up emails in Mailchimp that are related to water restoration. If a customer has a job marked completed and that job was tagged as “carpet cleaning,” they should get a totally different set of follow up emails. 

I initially tried to workaround by having the Zap just come through as “job completed” for everyone no matter what, and then adding the job tag text into the customer field in Mailchimp. Then I was trying to use customer journeys in Mailchimp to say -- well, if John has a “job complete” tag and a customer note of “water restoration,” then send him X email in 2 days, Y email in 10 days, etc, and then setting up a different journey for people who come in as “job complete” with a different customer note. But how is that going to work when someone books a carpet cleaning in April and then a dryer vent cleaning in October? They would get the carpet cleaning post-job communication, but when their dryer vent job comes through, how will the customer get updated via Zap? Their “job complete” tag will have already been added from their first job, so they would not get any of the additional communication right?

Confused and appreciate any insight or guidance anyone has on how to best set this up!

Hi ​@toastok 

Try using Mailchimp Tags when adding/updating the Subscriber in Mailchimp.

Tags can be used as the trigger conditions for Mailchimp Customer Journeys.

 


Hi there ​@toastok! 👋

Just came across this and wanted to check how things are going on this—did using Tags as Troy suggested do the trick?

If you need any further help, just let us know—want to make sure you’re all set! 🙂


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