Mailchimp Integration Setup
Video:
Step-by-step instructions:
Step 1: Click on My Apps then Get More Apps
Step 2: Click Learn More on the Mailchimp app
Step 3: Click on Connect Mailchimp
Step 4: Log in to your Mailchimp account
Step 5: Authorize Housecall Pro to access your Mailchimp account
After authorizing Housecall Pro to access Mailchimp you will see the screen below. At this point you have successfully set up the Mailchimp integration.
How do I create a Mailchimp email campaign?
Learn how to create an email blast campaign directly from within your Housecall Pro account using your Mailchimp integration
Video:
Step-by-step instructions:
Step 1: Click on My Apps then Get More Apps
Step 2: Click Learn More on the Mailchimp app
Step 3: Click on Create a Campaign
Step 4: Create your email campaign
Name your campaign. Be sure that you use a descriptive name that will make it easy to find within Mailchimp's campaign reports.
Choose your audience. Within Mailchimp you can create multiple audiences so be sure to select the appropriate audience group for this particular email campaign.
Give your email a subject line
Give your email a title and body text.
Toggle on/off your logo and the online booking button
If you have online booking turned on, you can change the text on the button from Book Now to Make and Appointment for example.
Step 5: Once you are done creating the campaign, press Next in the top right corner of the screen
Step 6: Send yourself a test email so that you can double check for spelling errors and see what your customer will see.
If you need to make edits, go back to the previous step by clicking on the arrow to the left of Test and send campaign in the top left of your screen.
Step 7: Click Send all in the top right corner
Step 8: Confirm you wish to send this campaign. At this point your email campaign will be sent to your customers.
All reporting on this email campaign will be available within your Mailchimp account. For help/support with Mailchimp reporting, please access their support by clicking on the help icon from within your account.
How do I sync my customers to Mailchimp?
Learn how to push your customers over to your Mailchimp account so that you can send them email campaigns.
Video:
Step-by-step instructions:
Step 1: Click on My Apps then Get More Apps
Step 2: Click Learn More on the Mailchimp app
Step 3: Click on Sync Customers
Step 4: Select your Mailchimp audience from the dropdown
Step 5: Select which customers you wish to sync to Mailchimp
*IMPORTANT: If a customer has already been synced to Mailchimp they will not be listed as an available customer to push over
If you want to filter your list by customer tags, use the filter icon in the top left to select the customer tag and we will filter your customer list for you based on the tag(s) selected.
Step 6: Click on Sync in the top right corner of the screen
Step 7: Confirm the sync by clicking on Sync
Step 8: You will receive an email letting you know when the sync has been completed
❗Important:
If you have a free Mailchimp account, we are unable to push over more than 500 customers since that is the Mailchimp limit on free accounts. Keep this in mind if you already have customers in your Mailchimp account as we will not be able to push over customers once you hit the 500 limit.
If you have a paid Mailchimp account, it's important to check what your customer limit is and how many customers you currently have in Mailchimp to determine how many you can sync from Housecall Pro. Mailchimp does not prevent us from pushing over customers to paid accounts and if you go over your plan's limit, they will automatically push you into their next usage tier.