The integration to MailChimp will allow you to create lists within MailChimp to send bulk emails to. This can be used for many different purposes.
Please note: If you are on a free MailChimp plan, this only allows for 2000 subscribers across all lists and the export will stop processing until you upgrade to a paid plan.
- Go to Settings > Company settings in Commusoft.
- Click Integrations.
- Click Use Mailchimp.
- Go to MailChimp > Account > Extras > API keys > Create A Key.
- Copy and paste the code in the API key area into Commusoft.
- Click Save.
The integration is now complete
To use the integration, you can export reports from Commusoft into MailChimp.
Go to Reporting > 3 lines in top left > select a report and if this report is suitable to export, you will see an arrow pointing right and 'export' shows when you hover over it.
You can filter the report to date and add filters using the More filters button and export that too.
Once you've clicked export you will see a side panel open with a drop-down of whether you'd like to add the list in MailChimp under customers or contacts. Select from the list and click Export.
Now you will create your list. Fill in the form as required and click Save.
The export will start.