A smart way of email marketing in AEM using MailChimp

1. www.tothenew.com
MailChimp Integration
with AEM
Jatin Gupta
(AEM Consultant)

2. www.tothenew.com
Agenda
 Introduction
 Email Marketing in AEM
 Existing Flow of Email Marketing in AEM
 Disadvantages of current Architecture
 Better approach to AEM’s current Email Marketing – MailChimp and its
Introduction
 MailChimp as One Man Army and its features
 Integration of MailChimp with AEM
 MailChimp API and Its Working
 References

3. www.tothenew.com
Introduction
Email Marketing is
 Directly marketing a commercial message to group of people using email.
 Can be used to sends ads, request business or brand/product awareness.
 Building customer loyalty, acquiring new customers or convince existing customer
and increased sales.

4. www.tothenew.com
Where Email Marketing being Used
1. Have you lately received an email
from your favorite ecommerce site
promoting an exciting offer that
prompted you to take action.
2. Do you receive emails from online
sources you might have subscribed to
(like blogs, notifications) about latest
content, offers, etc. ?

5. www.tothenew.com
Email Marketing in AEM
In AEM, email marketing is done through Newsletters. It’s a part of Campaign
management. Once created, you can send newsletter to specific group of users either
immediately or at schedule time.
You can also add the new content or modify the existing content.

6. www.tothenew.com
Existing Flow of Email Marketing in AEM
Send a newsletter to Leads in 5 simple steps:
 Configure Email Service “Day CQ Mail Service”.
 Create a Newsletter (Use Geometrixx Newsletter Template or create a new
one.)
 Add content to Newsletter or modify the existing content.
 Open the settings and associate with the list.
 Publish the newsletter and its assets.
 And finally Send the newsletter to leads in the list associated with the same.

7. www.tothenew.com
3,4
1
2
Activate the
Newsletter
5
6
3,4

8. www.tothenew.com
Disadvantages in the existing architecture
 Performance issues when number of leads increases in terms of managing those
leads.
 Additional overhead of sending email.

9. www.tothenew.com

10. www.tothenew.com
MailChimp Features
 Interface to create Campaign, List
 Predefined Templates
 Advanced analytics to grow your business
 Drag and Drop support for Campaign content creation
 Advance feature for including segments with Campaigns
 Comprehensive mobile Options that go with you
 Flexible API documentation
 Sending/scheduling emails

11. www.tothenew.com
MailChimp Integration With AEM
List Creation
Lead Creation
Campaign/Newsletter Creation
Exporting the Newsletter to MailChimp
Send Newsletter

12. www.tothenew.com
List Creation
 Navigate to http://mailchimp.com
 Create a MailChimp account
 Go to List Tab and click on “Create
List”
 Enter the required information
and click on “Save”
Fill List form &
Click Save

13. www.tothenew.com
Fetching MailChimp List in AEM
 Navigate to http://localhost:4502/miscadmin
 Under Tools -> Cloud Services Configuration,
select MailChimp and Click on “New”
 Select MailChimp Template and click on
“Create”
 Open the config page and configure the config
page as per the MailChimp Account details
Via
Importer
Marketing
User
AEM
MailChimp
Config
Pages
Cloud
Service
Pages

14. www.tothenew.com
Lead Creation
 Configure the MailChimp Cloud Service on the page
 Drag and Drop the Subscribe-MailChimp Component
 End user selects the list
 Click on Subscribe.
End User
AEM

15. www.tothenew.com
Newsletter Creation , Exporting & Sending
 Navigate to http://localhost:4502/system/console/configMgr
 Create a entry in “Day CQ Link Externalizer” in Domains property
(mailchimp:<public-DNS-publish-AEM-instance>)
 Create a page under Websites -> Campaigns using “MailChimp
Newsletter” template
 Add the content as per your requirement
 Open “Settings” Tab and configure the fields and cloud service
 Activate the page and its assets.
 Click On “Export Newsletter to MailChimp” tab
 To send the Newsletter, click on “Send”

16. www.tothenew.com
Marketing
Author
Newsletter Creation , Exporting & Sending………
Newsletters
Newsletters
AEM

17. www.tothenew.com
MailChimp API
Key Points:
 Latest version 3.0
 Based on REST
 Support HTTP Basic-Auth and OAuth2 authentication Method
 Define Actions, Resources like Subscribers, Campaigns
 Supported Format JSON
 Based on HTTPS protocol
 Supports pagination
http://developer.mailchimp.com/documentation/mailchimp/guides/get-started-with-
mailchimp-api-3/

18. www.tothenew.com
Http Basic Auth
 Widely used protocol for simple
username/password authentication.
 Easiest authentication method and
east to Implement
 Safe over secure SSL/HTTPS
connection
 Examples: Jive, Mail Chimp, Chargify

19. www.tothenew.com
Under the hood for (3):
Header: Authorization Basic {TOKEN}
Where {TOKEN} is
Base64(username + ‘:’ + password)

20. www.tothenew.com
3 Simple Steps to Implement Basic Auth
1. Create username and password
2. Encode the <username>:<password> string using base64
3. Add the authorization header with value as
Basic <Value generated from step2>
Note: For each request to third party API we need to include the authorization
header

21. www.tothenew.com
Advantages:
 Safe over HTTPS/SSL
 Easier to implement
Several Problems and Limitations:
 App can store the user’s credentials
 Apps get the complete access to your account
 User can’t revoke access to an app except by changing their password
 Compromised apps can expose the User’s credentials

22. www.tothenew.com
Subscribe A user to a list using CURL…

23. www.tothenew.com
References
 http://mailchimp.com/features
 http://developer.mailchimp.com/documentation/mailchimp/guides/g
et-started-with-mailchimp-api-3/

24. www.tothenew.com
Contact me at:
jatingupta030@gmail.com
For any Questions or
Codebase ?

25. www.tothenew.com
Thank you