Contact Sync to Mailchimp

Edited

This document provides a step-by-step guide on how to sync contacts from your profile page to Mailchimp using the MedicareProCRM platform. Follow the instructions below to ensure a successful synchronization process.

Steps to Sync Contacts

To sync contacts with Mailchimp, please follow these steps:

  1. Navigate to any profile page within the MedicareProCRM platform.

  2. Click the purple Actions button located at the top-right corner of the screen.

  3. Select Sync Contact from the dropdown menu.

  4. From the available options, choose Mailchimp.

  5. After the system fetches all of your Mailchimp lists, select the lists you wish to sync the contact with.

  6. Once you have made your selections, click Sync.

Confirmation of Successful Sync

Upon successful synchronization, a green Mailchimp badge will appear next to the profile name, indicating that the contact has been successfully synced.