📝 Overview
Integrate your Sawyer account with Mailchimp or Constant Contact to automatically send new customer contacts to your email marketing lists. Once set up, you can create automated welcome emails that go out to customers when they register for a class.
⚠️ Requirement: You must have an active Mailchimp or Constant Contact account to set up this integration.
🛠️ Setup Basic Integration
Click here to learn how to connect Sawyer to your Mailchimp or Constant Contact account
Click here to learn how to connect Sawyer to your Mailchimp or Constant Contact account
In Mailchimp or Constant Contact, create a new list that will house your Sawyer contacts.
In your Sawyer Portal, click the user icon in the top right and then go to Settings.
Scroll down to the Integrations section. Then select Connect Mailchimp or Connect Constant Contact based on which service you use.
Log in to your account when prompted
Select the list you created in Step 1.
When the "Saved!" notification appears below your list name, the integration is complete.
💡 The following information is automatically sent to your email marketing platform for each new customer:
Email address
First name
Last name
City
Zip code
Phone number
⚠️ This integration only works for new contacts going forward. It will not import your existing Sawyer contacts. If you want to import current contacts, go to Contacts in Sawyer, export them, then manually upload them to your list in Mailchimp or Constant Contact.
📨 Set Up Automated Welcome Emails
Learn how to create a welcome email that automatically sends when new customers register for a class.
Mailchimp
Click the arrow to learn how to set up automated emails with mailchimp
Click the arrow to learn how to set up automated emails with mailchimp
Click Campaigns, then Create Campaign
Select Create an Email
Select the Automated tab
Click Welcome new subscribers
Enter a campaign name and select the list you created earlier
Create and design your email (see Mailchimp's design guide here for help)
Select the time period you'd like to wait before sending the email
Review your settings and email design, then click Next
Click Start Workflow
Constant Contact
Click the arrow to learn how to set up automated emails with constant contact
Click the arrow to learn how to set up automated emails with constant contact
Click Campaigns
Click Create
Select Email Automation
Under Welcome Email, click Create
Insert your logo
Change colors to match your branding
Customize the messaging in the body of the email
Click Continue
Select the list you created earlier to associate with this email
Edit the header and footer content as needed
Click Activate
🔔 You're All Set! Whenever a new customer registers for a class, they'll automatically receive your welcome email.
❓ Frequently Asked Questions
Find answers to common questions about the Mailchimp and Constant Contact integration.
Will this integration import my existing contacts?
Click the arrow to view the answer
Click the arrow to view the answer
No. The integration only syncs new contacts going forward from the moment you set it up. To bring your existing contacts into your email list, you'll need to export them from Sawyer and manually upload them to Mailchimp or Constant Contact.
Can I use both Mailchimp and Constant Contact at the same time?
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Click the arrow to view the answer
You can set up integrations with both platforms, but each integration will send to a different list. Make sure you have separate lists created for each platform in your account.
What happens if a customer provides incomplete information when registering?
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Click the arrow to view the answer
The integration will send whatever information the customer provides. Some fields may be blank if customers don't fill them in during registration. You can manually update contact information in Mailchimp or Constant Contact as needed.
Can I change which list contacts are sent to?
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Click the arrow to view the answer
Yes. Go back to the Integrations section in your Sawyer Settings and reconnect to select a different list. Only new contacts from that point forward will go to the new list.
How long does it take for a new contact to appear in my email list?
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Click the arrow to view the answer
New contacts typically sync to your Mailchimp or Constant Contact list within a few minutes of registering in Sawyer.
Can I customize which customer information gets sent?
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Click the arrow to view the answer
No. The integration automatically sends the standard fields: email, first name, last name, city, zip code, and phone number. You cannot customize or add additional fields through this integration.