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Both sides previous revision Previous revision Next revision | Previous revision | ||
ug10-10 [2017/02/16 09:26] – [Set up] barbara | 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. | They will now appear on your list in Mailchimp for use. | ||
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+ | 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. |