Make: Add a new subscriber to a MailerLite group when a chat starts

Integrating with your MailerLite Classic account can help you build your email list and stay in touch with new leads. Make allows you to connect with hundreds of apps using zero-code integrations.

Follow the steps below to set up a workflow that adds a new email subscriber to an email group in MailerLite whenever a visitor initiates a chat.

Note: To set up this automation, you’ll need to have accounts with both Make and MailerLite. You’ll also need to set set up and activate your Pre-Chat Form.

Learn more about creating automations with Make and in this article: Make

Learn about setting up your Pre-Chat Form: Using the Pre-Chat Form 

1 - Create a new scenario

Log in to your Make account. Then, navigate to Scenarios in the left navigation menu.

To create a new workflow, click the Create a new scenario button in the upper right of your Make dashboard.

Click the plus (+) sign to add an app and search for

Select Watch Chat Starts.

2 - Select or create a webhook

Select an existing webhook. If you do not already have a webhook for watching new chat starts in, select the Add button.

Name your webhook and select Save to update your settings.

Then, copy the URL address to your clipboard and click OK. You’ll need the URL to create a webhook in your account.

Log in to your Dashboard and make your way to⚙️Administration Settings Webhooks for your selected property.

Then, click the + Create Webhook button in the upper right.

In the Name field, enter the name of your new webhook.

Enter the webhook URL you copied under Your Endpoint URL.

Under Select Events, tick the box for Chat Starts.

Then, click the Continue button.

See our guide to creating webhooks here: Creating and managing Webhooks

3 - Connect your MailerLite account

Click the plus (+) sign to add another module to your workflow and search for MailerLite Classic.

To add a new subscriber to a group in your MailerLite account when a chat starts, select Add Subscriber to a Group. Then, click the OK button.

Under Connection, select a MailerLite account you’ve previously connected with Make or click Add to create a new connection.  

If you are adding a new MailerLite connection, you will need to enter your API key.

To find your API, log in to your MailerLite account.

From the Dashboard, click your profile name and image in the upper-right corner and select Integrations in the pulldown menu.

Click Developer API to view your API key.

Copy the API key, then enter it in Make.

Select the group the new subscriber will be added to and add values in the fields containing the visitor information you would like to transfer from to your MailerLite account.

Under Enter a List ID, you can select the option to enter the subscriber values manually or choose Select from a list to add tokens for fields from

Under First Name, select or enter

Under Email address, select or enter

Under Email, select or enter 1. Visitor: Email.

In the Custom Fields, select or enter 1. Visitor: Email under Email.

Under Name, select or enter 1. Visitor: Name.

Under Resubscribe, select Yes, No, or Empty.

Under Autoresponders, select Yes, No, or Empty.

Under Type, select Subscribed.

Then, click the OK button.

In the lower-left corner, click Run once.

Send yourself a test message.

Then, check the status of your newly created scenario.

4 - Activate your new scenario

To activate your new workflow, navigate to the Scenarios tab in the left menu.

Next to your scenario, check to make sure the toggle is switched to the on position.

Now, when a visitor starts a chat in your widget and fills out your Pre-Chat Form, their name and email will be added to the MailerLite subscriber list for the group you selected.

If you need someone to walk you through the setup process, book a call with our support team.

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