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
If you have a free Mailchimp account, we are unable to push over more that 2,000 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 2,000 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 plans limit, they will automatically push you into their next usage tier.