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setup_mailchimp_integration [2015/06/19 02:53]
christopher
setup_mailchimp_integration [2015/10/28 00:26]
alex
Line 73: Line 73:
 Click on the little "​x"​ beside the query you want to remove and you're done!  If you login to MailChimp, you shouldn'​t see any more listings move over. Click on the little "​x"​ beside the query you want to remove and you're done!  If you login to MailChimp, you shouldn'​t see any more listings move over.
  
 +===== Automating your lists =====
 +
 +Mailchimp supports a lot of conditional automation that plays pretty nicely with our Lead Manager.
 +
 +Within the Automation options (located on the top bar) you are able to automatically move users from list to list if they are on other lists.
 +
 +For example let's say you want to move new leads that become client from one Mailchimp list to another.
 +
 +What you'll need to do is create a new list on Mailchimp and point a lead manager advanced search that lists all your active clients at it.
 +
 +Now, you'll go to Mailchimp'​s automation menu and click on your old list. In there there'​s a small link that says, "Or remove subscribers from workflow."​ Give it a click, and create a rule that removes any users who are on your new list.
 +
 +This will automatically remove clients from the "new lead" mailing list and place them onto your "​active client"​ list.
  
 ===== Troubleshooting & Miscellaneous ===== ===== Troubleshooting & Miscellaneous =====
setup_mailchimp_integration.txt ยท Last modified: 2020/05/28 21:05 by michaels