What it does
The Mailchimp integration allows you to sync
your customer data in order to send customers marketing emails. Any
customer in the system who has the 'opt into marketing communications'
checkbox ticked will be automatically synced to & subscribed to a
specified mailing list in your Mailchimp account. Changes to customer
details (including changes to this opt-in checkbox) will be synced to
Mailchimp too.
The integration also handles
updating the 'opt into marketing communications' checkbox when a
customer unsubscribes from a mailing list by themself, and additionally,
if a customer whose email is in the system subscribes from elsewhere,
this checkbox will be updated too.
Setup
Head to Admin Settings > Integrations > Mailchimp in JobStaq,
and you will be prompted to enter an API key, which will allow JobStaq
access to your Mailchimp account. Click this link
(or alternatively, when logged into Mailchimp, go to your name [top
right] > account > extras > API keys) in order to go to the
Mailchimp dashboard, where you can generate the required API key. From
here, you are able to generate a new API key, or view existing ones
(though we'd advise creating a new key if you already have one for
increased security & control). Once you have a key generated, copy
and paste this value to JobStaq, and click the 'update' button.
If successful, you should have the option to select which list from
your Mailchimp account you wish to sync customers to - this is
automatically populated to the first list which we found in your
Mailchimp account, though you are able to change this if required.
Suggestions
We'd also advise you to update the description on your Mailchimp
account of how customers subscribed to the list to indicate why they
were added (for example, if you ask customers about whether they want to
receive marketing communications over the phone). A link to the page to
do this on is found in the success notification once you have entered
your Mailchimp API key, though alternatively, when on your Mailchimp
admin dashboard, go to the lists page, select the list selected in JobStaq, 'settings' tab, then '
Required
email footer content', and finally you can adjust the 'Remind people
how they signed up to your audience' field to contain whatever other
information is required.
It may also be worth considering enabling double opt-in for your
mailing list. This will mean once a customer is synced from JobStaq to
Mailchimp, they will receive an email from Mailchimp for them to confirm
they wish to receive emails. The advantage of enabling this is a
potential reduction in 'I never signed up' complaints, which Mailchimp
may suspend your account for if you receive too many of. This option can
be found in the 'Audience name and campaign defaults' option of the
setting dropdown, which is referred to in the paragraph above.