Mailchimp is a software that gives you the ability to create and manage mailing lists, newsletters, automated marketing campaigns and more. When integrated with Teachworks, you’re able to sync your students, families, and employees to Mailchimp with ease.
If you haven’t already, create an account with Mailchimp here.
Enabling Mailchimp
- Click on "Account & Settings" and then click on "Integrations & Add-Ons".
- Use the "Search" field and enter in "Mailchimp".
- Click the “Enable” link.
Configuration
After you have enabled the Mailchimp Integration, you can click on the "Manage" link to configure the integration's settings. You can follow the steps below to achieve this:
- Enter your Mailchimp API key in the "Mailchimp API Key" field. (You can click the link that says “here”, below the API field if you need to get the API key).
- Submit the form.
- After submitting the form, a new page will load.
- The first setting you can enable is the "Recipient Opt-In". Enable this setting if you'd like to send a confirmation email to the recipient before adding it them to your mailing list.
- Under "Students", select the Audience List that you would like to add your students to within Mailchimp. (You can follow these steps to create an audience in Mailchimp).
- Choose the "Status" of the students you’d like to sync (Active, Inactive, Prospective). If you don’t wish to sync any students, you can leave it blank.
- You can use the "Merge Tags" field to add custom content to emails and to organize your Audiences.
- Repeat the above steps if you wish to sync "Families" and "Employees".
- Enable the "Automatic Sync" setting if you want Teachworks to sync new/updated contacts daily.
- Click on the "Save & Sync" button to save your changes and sync your contacts to Mailchimp.
- In order to view your synced records, you will need to log into your Mailchimp account.
You can view the status of your synced records by viewing the Sync Logs. You can access the Sync Logs by following the steps below:
- Click on "Account & Settings" and then click on "Integrations & Add-ons".
- Click on "Settings" under the Mailchimp Integration.
- Click on "Sync Logs" on the right-hand side.
TIP: To manually sync your contacts, go to Integrations & Add-Ons and press “Sync” under the Mailchimp Add-On. If you don’t have any new contacts, the records will be updated.
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