This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
setup_mailchimp_integration [2019/07/02 14:11] benn |
setup_mailchimp_integration [2019/07/02 14:30] benn |
||
---|---|---|---|
Line 7: | Line 7: | ||
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. | 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. | ||
- | {{:audiencemc.png}} | + | {{:audiencemc.png?nolink}} |
===== Linking the Lead Manager to MailChimp ===== | ===== Linking the Lead Manager to MailChimp ===== | ||
- | |||
* Click on "Settings" | * Click on "Settings" | ||
Line 18: | Line 17: | ||
* Fill in your username and password and you're done | * Fill in your username and password and you're done | ||
- | {{ :3rdpartymailchimp01.png?nolink |}} | + | {{:thirdpartyintegration.png?nolink&600|}} |
- | {{ :screen_shot_2013-02-06_at_9.37.06_am.png?nolink |}} | + | {{:mclink.png?nolink&600|}} |
+ | |||
+ | {{:mclogin.png?nolink&600|}} | ||
Line 26: | Line 27: | ||
* Click on "Leads" | * Click on "Leads" | ||
- | * Click on "MailChimp" | + | * Click on "Export" |
- | * Select "All Leads" from the dropdown | + | * Choose whether to export "Currently Checked" Leads, or leads "In Current Search" |
- | * Click on "Export to MailChimp" | + | * Select the audience to export to. |
- | + | * Click on "Next" | |
- | {{ :screen_shot_2013-02-06_at_10.16.01_am.png?nolink |}} | + | * Click on "Export" |
- | {{ :screen_shot_2013-02-06_at_10.20.48_am.png?nolink |}} | + | {{:exportcorrect.png?nolink:}} |
+ | {{:export_audience.png?nolink&400|}} | ||
- | Now, all of your entries in the leads list will be immediately migrated over to the MailChimp list you've selected. Additionally, any //new// leads will also move over automatically. | + | Now, all of your entries in the leads list will be immediately migrated over to the MailChimp audience you've selected. Additionally, any //new// leads that meet the same criteria will also move over automatically. |