Contact people: Tegan, Marie, Eugene (for debugging if all else fails)

System Description

• Google Form intake form Intake form personalisation
• Results in Zap to MailChimp
  • Takes email address from google form, adds it to Mailchimp audience (Mailchimp UI > Audience > View Contacts)
• MailChimp nurture sequence "Onboarding series"
  • Mailchimp sends 3 emails total to new subscribers. 1st one is the slack link and is sent immediately. 2nd one is an intro to programs and is sent 1 day later. 3rd one is a welcome call invitation and is sent 2 days later.
• If the email is already a contact zapier will add the tag returning-signup
  • This will add the email to a mailchimp automation sequence https://us7.admin.mailchimp.com/customer-journey/builder?id=5086 and send the slack onboarding link again.
  • This will only work once per user. Workaround: Remove the tag from time to time from all users.

How to debug:

• Submit a test email through the WoCl intake form on workonclimate.org

  • Check that it appeared under form responses in Intake form personalisation.

• Log in to Zapier to see if your test email became a zap run (it might take a few minutes for it to be triggered by a form response - haven't seen it be >~5 minutes)

  • Go to "Zaps", click "Intake form to mailchimp", or open directly

  

  • Click "Zap history" on the right left 🕒

    

  • Check that there is a most recent run. Click it and validate that the email is as expected in the step "Sent 1 new Subscriber to Mailchimp"

  • Possible issue: Zap is off ⇒ turn it on

    

  • Possible issue: Zap is throwing errors ⇒ inspect the error, post on #core for help if you can't figure it out

• Log in to Mailchimp to see if your email ended up in the database

  • Go to Audience > View Contacts and locate the email there
  • Possible issue: what if it's not there? ⇒ (not sure, hasn't happened yet)

• Check that the Onboarding Sequence is on

  • Go to Campaigns. Check that "Onboarding Series" is in "Sending" status:

  

  • Possible issue: Onboarding Series is in a different status e.g. "Paused" ⇒ click the 🔽 next to "View Report", Edit and unpause the sequence or individual emails.

    

• Check that the individual emails are enabled for sending

  • Possible issue: If the letter icon below is missing from any of the emails, that email is not sending! Click "View email" to enter the editor. Click "Save and Continue" Then make sure that all emails are showing the "Pause and Edit" button.