setup_mailchimp_integration
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| Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
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setup_mailchimp_integration [2019/07/02 14:12] benn |
setup_mailchimp_integration [2019/07/02 14:28] benn |
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| ===== Linking the Lead Manager to MailChimp ===== | ===== Linking the Lead Manager to MailChimp ===== | ||
| - | |||
| * Click on "Settings" | * Click on "Settings" | ||
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| * 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|}} | ||
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| * 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 |}} | + | {{:exportmcau.png?nolink&600|}} |
| + | {{:export_audience.png?nolink&600|}} | ||
| - | 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. |
setup_mailchimp_integration.txt · Last modified: 2020/05/28 21:05 by michaels
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