As you could have read in the introduction, MailChimp makes it quick and easy to send online newsletters to different target groups. The persons are or will be registered in Coachview and should therefore automatically be added to MailChimp. Does a person no longer want to receive a newsletter or do you want to change a person's details? Then you can arrange that from Coachview, the changes are automatically implemented in MailChimp.
In the steps below you can read how to do this through the service center in Coachview.
It's important to know:
|Set up and activate connection via the service center:|
Click in function group 'Service center' on the function 'Links'. Different panels with possible links are shown.
Click on the 'Configure' button in the 'Miscellaneous' panel in the 'MailChimp' box.
Before the link can be activated (authenticated) you need to fill in the details below:
Note: a number of details can only be entered after the link has been activated.
The option 'Mailchimp list' is now visible.
Coachview has now retrieved all lists from your MailChimp environment. It is mandatory to select a MailChimp list. Therefore the selection list will be outlined in red.
The MailChimp list selected by you will automatically create a target group.
A number of items from the personal file can be linked to items from your chosen MailChimp list.
Which items from the MailChimp list you can choose depends on the MailChimp list you selected in the previous step.
These are the Coachview items you can link to
From the drop-down list, select an item from the MailChimp list. Only the items you added to the list in MailChimp will be visible.
|Once you have entered all the data and authenticated, you can enable the link.|
Congratulations the connection has been made!
Coachview has created a target group.
|The connection is always possible:|
Removing this connection means:
Pausing this link means there is no more contact with MailChimp. When subscribing, unsubscribing or changing person, actions will still be created. Coachview tries to perform these actions, but they go wrong and are rejected because the contact with MailChimp has been paused.
Would you like to link a list from MailChimp and add it as a target group?
Then click on the 'Add' button and follow the steps described above.