Using your Mailchimp + Constant Contact Integration

Disclaimer: You must have a Mailchimp or Constant Contact account in order to set up the integration.

1. In Mailchimp or Constant Contact, create a list that will house all your new contacts 

2. Go to your Sawyer portal, click on your user icon on the top right of the screen and select Settings
   
    

3. Scroll down to the Integrations section

   

4. Select either Connect Mailchimp or Connect Constant Contact depending on which account you have

5. After logging in your account, select the list you’d like to export contacts to

6. 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

1. Click Campaigns, then Create Campaign
2. Select Create an Email
3. Select the Automated tab
4. Click Welcome new subscribers
5. Enter a campaign name and choose the list you created earlier
6. Create and design your email (if you haven’t created an email before, check out this handy walkthrough by Mailchimp)
7. Select the time period you’d like to wait before sending an email
8. Double check your settings and your email design, then click Next
9. Click Start Workflow

Constant Contact

1. Click Campaigns
2. Click Create 
3. Campaigns Tab and Create Button
4. Select Email Automation
5. Under Welcome Email, click Create
6. Insert your logo
7. Change the colors to match your branding
8. Customize the messaging in the body of the email
9. Click Continue
10. Select the list you created earlier and want to associate with your email
11. Edit the header and footer content as necessary
12. Click Activate