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setup_mailchimp_integration [2017/03/07 00:30]
brittany [Managing your Exports]
setup_mailchimp_integration [2019/07/02 14:10]
benn
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 ===== Getting Started ===== ===== Getting Started =====
  
-The first thing you need to do is create lists in MailChimp for the Lead Manager to send to. This is required for the integration to function properly. If there are no lists in your MailChimp, the Lead Manager will have no lists to target and won't be able to send leads over.+The first thing you need is an audience ​in MailChimp for the Lead Manager to send to. Mail Chimp will create an audience for you when you create an account. This is required for the integration to function properly.
  
-This can be accomplished from within MailChimp by going to Lists > Create List > Create List +{{:audiencemc.png?nolink |}}
- +
-{{ ::​mailchimpcreate01.png?​direct |}} +
- +
-You can create a few different mailing lists on your MailChimp account -- for this example, I'm going to create: +
- +
-  * //All Leads// - A list of all my leads, so I can tell them about promotions, specials, absences, etc.   +
-  * //Gold Mines// - The big spenders who are looking at properties that will let me retire to the Disneyland Resort. +
- +
-{{ :​screen_shot_2013-02-06_at_10.09.41_am.png?nolink |}}+
  
  
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 ==== Creating lists with tags ==== ==== Creating lists with tags ====
  
-First, you will want to make sure to tag your leads. Here is an example: ​+First, you will want to make sure to tag your leads by going in your lead manager to your lead's detail page. Here is an example: ​
  
  
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 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.  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:+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 ​export ​button. See example:
  
  
setup_mailchimp_integration.txt · Last modified: 2020/05/28 21:05 by michaels