Disclaimer: You must have a Mailchimp or Constant Contact account in order to set up the integration.
In Mailchimp or Constant Contact, create a list that will house all your new contacts
Go to your Sawyer portal, click on your user icon on the top right of the screen and select Settings
Scroll down to the Integrations section
Select either Connect Mailchimp or Connect Constant Contact depending on which account you have
After logging in your account, select the list you’d like to export contacts to
When the "Saved!” notification appears below the name of your list, your integration is complete
Note: The integration only works for future contacts, it will not import your current contacts. If you want to import your existing contacts to this list, go to Contacts to export it from Sawyer then upload it to your list in Mailchimp or Constant Contact.
The following fields are sent to Mailchimp or Constant Contact via the direct integration:
Email address
First name
Last name
City
Zip code
Phone
How to set up an automated welcome email in Mailchimp and Constant Contact
Setting up an automated welcome email is just as easy as creating a regular email campaign. If you’ve never created an email using Mailchimp or Constant Contact, you can find helpful guides on their sites to get you started. (Mailchimp | Constant Contact)
Mailchimp
Click Campaigns, then Create Campaign
Select Create an Email
Select the Automated tab
Click Welcome new subscribers
Enter a campaign name and choose the list you created earlier
Create and design your email (if you haven’t created an email before, check out this handy walkthrough by Mailchimp)
Select the time period you’d like to wait before sending an email
Double check your settings and your email design, then click Next
Click Start Workflow
Constant Contact
Click Campaigns
Click Create
Campaigns Tab and Create Button
Select Email Automation
Under Welcome Email, click Create
Insert your logo
Change the colors to match your branding
Customize the messaging in the body of the email
Click Continue
Select the list you created earlier and want to associate with your email
Edit the header and footer content as necessary
Click Activate
Now whenever a new customer registers for a class, they’ll automatically be sent a welcome email!