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--- setup_mailchimp_integration [2015/06/19 02:53]
christopher
+++ setup_mailchimp_integration [2017/03/07 00:30]
brittany [Managing your Exports]
@@ 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.
+==== Creating lists with tags ====
+First, you will want to make sure to tag your leads. Here is an example:
+{{::mailchimp-tag1.png?600|}}
+After you created you tag, you would need to go to each lead that you would like to have this tag and add the tag.
+Now go to the "Leads" tab and create an advanced search based off the tag you created. You can then add the filter and when it displays the list of all the leads with this tag, click the Mailchimp expor button. See example:
+{{:mailchimptag2.png?600|}}
+===== 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 =====

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