- Updated: 4/2/2019
- Pricing Tiers: All
- Appointment Version: All
The AppointmentPlus-MailChimp integration offers a dynamic new way of creating, distributing and managing your Customer e-marketing campaigns and messages. MailChimp subscribers have full access to all of MailChimp’s newsletter templates, email messaging tools, track and reporting features, social media integration and other features necessary for successful and accurate customer marketing and outreach efforts.
How to Enable MailChimp
The MailChimp Plugin is available for all accounts from the Marketplace. To enable this plugin for your account:
- Visit The Marketplace (in the header).
- Click Email Marketing and locate the MailChimp ad.
- Click Enable or Get It Now!
- Choose the Locations where you want to offer this feature and then Enable the plugin.
Once enabled, a new Settings tab will appear. Click this tab and review the options:
- If you are a current MailChimp subscriber, click Add Settings.
- If you are not already a MailChimp subscriber, you can Sign Up for your own account.
Using your MailChimp information, enter the Username and Password into the designated fields and Log In. To authorize your integration, you’ll be prompted to Send Verification Code from MailChimp. Once the code is received at the phone number associated with your MailChimp account, enter it on the Two-Factor Authentication page. You can choose to skip verification for two weeks, but this is only required when you are initially logging in.
How to Export Customer Records to MailChimp
The plugin enables you to easily export your Customer information from your AppointmentPlus scheduling system directly to your MailChimp. Using the Customer Report, you can use the report filter options to identify the Customers to export.
Please note the system only exports the Customer’s first and last name, and email address information.
Once you have defined your data set, choose the MailChimp selection from Format Options. Then, click Run Report.
On the following screen, you can review the Customers being exported, and then choose to export into an existing list or log in to create a new list. When that step is complete, click Export List.
Once Customer information is imported, you’ll receive a confirmation of the action. The number of unique contacts will be listed along with the contact mailing list they were entered in and the next steps you can take. You will be able to go to your MailChimp account, use your Customer View link for a MailChimp newsletter, or close the window.
Note: When merging into your MailChimp email list, only unique contacts (based on email address) will be added.
Adding a Book Now or Schedule Now Button (or Link) to E-Marketing Materials
Adding a Book Now or Schedule Now button to your emails is easy. After you have created a new email list or merged your customer data into an existing list, you have the option of adding a button or link to your MailChimp newsletter. By selecting the Use my customer view link with a MailChimp newsletter option, you will be shown your Customer View link. Copy and paste the link anywhere on your MailChimp newsletter as a link or associated with a Book Now button.
Using MailChimp Email System
Information about MailChimp
The integration between the two services can help businesses keep their Appointment calendars full with the following benefits:
- Effortlessly pass your AppointmentPlus Customer information to MailChimp and accurately manage your Customer lists using MailChimp's tools.Once uploaded, MailChimp will automatically manage any "unsubscribed" or "opt-out" email addresses. It also eliminates the need to manage two separate email databases for e-marketing campaigns.
- Quickly add the AppointmentPlus Book Now or Schedule Now button to your newsletters, email messages and other e-marketing materials.Make it easier for Customers, clients, patients and students to schedule their Appointments or book their reservations by allowing them to access your AppointmentPlus scheduler right from the MailChimp e-marketing piece. They will not need to manually open a new browser window or type in a URL. They simply click on the Book Now or Schedule Now button to instantly access your business’s AppointmentPlus scheduler.
- Easily track Customer activity and success with MailChimp’s analytics tools.You can quickly access such important statistics as number of opens, number of click- throughs, bounce rates and number of unsubscribes. These figures would be difficult—if not almost impossible—to decipher, sort and analyze if done manually.
- Low Cost. MailChimp offers you tremendous flexibility, functionality and legal compliance for your email marketing and newsletter campaigns, and MailChimp does all of this at a very low cost. The costs start as low as FREE!.
Creating Mailing Lists in MailChimp
If you need help adding a list in your MailChimp account, please follow the instructions here.
From the export page, you will be able to review the details of the export and merge into your MailChimp list. Here's a list of the options available to you:
- Customers with an e-mail address
Click on the "Show List" button to display the list of customers with an e-mail address to be exported.
- Merge with an existing list
When selecting the "Select existing list" radio button, a drop down list will appear with your current MailChimp e-mail lists. Select the list you would like to merge the current customer export with and then select the "Export List" button.
- Create a new MailChimp list
Click the "Login to MailChimp" button to create a new e-mail list within your MailChimp account.