Differences

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--- ug10-10 [2014/06/23 13:04] – barbara
+++ ug10-10 [2023/02/02 10:06] (current) – Shelley Hunter
@@ Line 3: / Line 3: @@
 ==== Set up ====
-General settings> Email /Telephony – 300 + 301 need to be populated with your mailchimp API key and URL.
+Create a Mailchimp account, if you do not already have one.
-Agency Set up> Contact Event Types – create new type with unique ID eg. ID code 'SB' description 'MailChimp Subscription'. Then populate General Settings>Email/Telephony 315 'mailchimp contact event code' with the corresponding ID.
+Mailchimp- Create your List or Audience name(s).
+IQX - General settings> Email /Telephony – 300 + 310 need to be populated with your mailchimp API key (found in Account, Extras, API keys) and URL.
+IQX - Agency Set up> Contact Event Types – create new type with unique ID eg. ID code 'SB' description 'MailChimp Subscription'. Then populate General Settings>Email/Telephony 315 'mailchimp contact event code' with the corresponding ID.
+If your Agency wishes to have different Mail Chimp accounts for different divisions then the API key, URL and username should be added to the Division under Maintenance - Agency Setup -Division.
+==== Using ====
 Once set up is complete you will then see a new view on Person & Client contact selector forms – Mailer Selections.
-Create your list name in Mailchimp. Then click on the IMPORT button on the Mailer Selections view. This will create the list within IQX.
+Click on the IMPORT button on the Mailer Selections view and select the List/Audience you have in MailChimp. This will create the link to the list within IQX.
 Adding people to the list is similar to creating stored selection. Search & highlight the relevant people. Save.
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 {{:mailchimp4.png|}}
-{{:mailchimp5.png|}}
+They will now appear on your list in Mailchimp for use.
-Once they confirm subscription they appear on your list in mailchimp to use for your mailchimp mailers.
-Job available to run to unsubscribe people that will send an unsubscribe request to Mailchimp for any with the unsubscribe button pressed on their record.
+If the Unsubscribe to Marketing button is set on Person or on Company, Contact Details - then they will not be added to a list.  If a candidate or contact unsubscribes via Mail Chimp the next time the Subscribe button is pressed in IQX this data will be pulled back and the relevant record in IQX updated to say they are unsubscribed from marketing.