Add Contacts to MailChimp as You Book Appointments
The email marketing platform for businesses of all sizes. MailChimp lets you design rich email templates and send them to your customers, with monitoring tools to measure engagement levels.
How it works with Setmore
Every time a new customer profile is created in Setmore, their information will automatically be exported to your MailChimp campaigns. This works even if customers add themselves through your Booking Page.
Flow New Setmore Customers to Your MailChimp Lists
Whenever a new customer is added to your Setmore account – whether by you, one of your team members, or by customers when they use your Booking Page – Setmore will automatically export their contact info to MailChimp. This means your MailChimp email lists are always up-to-date with new customer contact information, so they get exposure to your email messages and offers, without any additional action from you.
Rather than having to manually cut-and-paste customer contact info from one platform to another, this integration automates the process so you’ll never have to look at another spreadsheet again (fingers crossed).
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Less Busy Work, More Accurate Email Campaign Lists
Before you get started, you’ll want to verify that your MailChimp customer contact fields match up with your Setmore customer contact fields (as in, there are fields for First and Last Name, Email Address, Phone Number, etc.).
Step 1: In Setmore, navigate to Apps & Integrations > MailChimp, and click the “Activate” button.
Step 2: You’ll be prompted to log in with your MailChimp account to grant access to Setmore.
Step 3: Once logged in, select which MailChimp email list you want your new Setmore customers to flow into.
Frequently Asked Questions
Does the automatic export work retroactively for my existing customer contacts?
Currently the integration will only apply to new customers contacts that are created post-activation. It will not retroactively export your existing Setmore customer contacts into MailChimp.
Can I manually transfer over old customer contacts to my MailChimp account?
Yes. You can do this by exporting a .csv file of your customer contacts, and manually importing the .csv file into MailChimp. To export a .csv file from Setmore, go to the Customer tab and click the menu bar (three horizontal bars) icon, adjacent to the search field. Select “Export customers” from the drop-down menu. You will receive an email shortly with the .csv file attached.
How do I edit or add new customer contact fields or form fields in Setmore?
You may add or remove custom form fields by going to Apps & Integrations > Your Booking Page (Configure) > Booking Policies. The fourth item down from the top will read “Contact Fields,” and here you may add or remove new fields.