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ug10-10 [2017/12/01 16:35] – external edit 127.0.0.1 | ug10-10 [2020/05/11 13:38] – Viola Scott | ||
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==== Set up ==== | ==== Set up ==== | ||
- | General settings> | + | 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 ' | + | Mailchimp- Create your List or Audience name(s). |
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+ | IQX - General settings> | ||
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+ | IQX - Agency Set up> Contact Event Types – create new type with unique ID eg. ID code ' | ||
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+ | ==== Using ==== | ||
Once set up is complete you will then see a new view on Person & Client contact selector forms – Mailer Selections. | 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/ |
Adding people to the list is similar to creating stored selection. Search & highlight the relevant people. Save. | Adding people to the list is similar to creating stored selection. Search & highlight the relevant people. Save. | ||
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They will now appear on your list in Mailchimp for use. | They will now appear on your list in Mailchimp for use. | ||
- | If the Unsubscribe to Marketing button is set - Person, Get in Touch view) or Company, Contact Details - then they will be removed from all lists. | + | If the Unsubscribe to Marketing button is set on Person or on Company, Contact Details - then they will be removed from all lists. |