Differences

This shows you the differences between two versions of the page.

--- ug10-10 [2014/06/23 13:01] – barbara
+++ ug10-10 [2020/05/11 13:38] – Viola Scott
@@ 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.'SB''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.
+==== 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.
@@ Line 26: / Line 34: @@
 {{: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 be removed from all lists.