Overview
Mailchimp integration allows you to connect your Mailchimp account to Smartr365 for sending email marketing campaigns to your client base.
Setting Up Mailchimp
Navigate to Settings > Mailchimp
Follow the on-screen instructions to connect your Mailchimp account
Once connected, you can manage campaigns from within Smartr365
Using Mailchimp
Sending Campaigns
Create and manage email campaigns through the Mailchimp integration
Client data from Smartr365 can be used to target campaigns
Track campaign performance and engagement
Managing Templates
Use existing Mailchimp templates or create new ones
Templates can be customised with your firm's branding
Troubleshooting
Issue | Solution |
Cannot connect to Mailchimp | Ensure you have an active Mailchimp account and valid credentials |
Campaigns not sending | Check your Mailchimp account for any sending limits or verification requirements |
Client data not syncing | Verify the Mailchimp connection is active in Settings |