What is the Mailchimp integration?
Mailchimp is a marketing tool that allows bulk communication, Formitize has a one way integration where your contacts can be pushed through to Mailchimp to bulk email.
How do I integrate with Mailchimp?
In the Web Portal navigate to Settings > Integrate > Mailchimp > Start Setup > New Profile > Create Profile > Login > Approve > Choose Contact Types and Audience > Save.
Mailchimp integration FAQs
*Upon setup, the chosen contact types will be pushed over to Mailchimp.
*New contacts that are added to Formitize's CRM will automatically push across to Mailchimp upon creation.
*When editing existing contacts in Formitize, these edits will adjust the contact in Mailchimp as well.
*If your contact has a contact type listed, this will also push across to Mailchimp, allowing you to categorise the contacts.
*If changing the contact type after it has already been sent to Mailchimp, it will not automatically update and you will need to push the new contact type through the integration profile.
*A contacts first name, last name and email will push across, if there is no email address, the contact will not send to Mailchimp.
*If a contact already exists in Mailchimp prior to integration, the details on the Formitize contact will update the existing record in Mailchimp.
*If a contact is deleted in Formitize, it will not automatically delete it on Mailchimp's end, you will need to remove the contact from the Mailchimp account manually.