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Both sides previous revision Previous revision Next revision | Previous revision | ||
ug10-10 [2015/10/08 10:48] – ivan | ug10-10 [2023/02/02 10:06] (current) – Shelley Hunter | ||
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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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+ | 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. | ||
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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. |
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- | 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 | + | If the Unsubscribe |