Knowledge Base

 
 

Version 7, 2019

×
Menu

Mailchimp


Mailchimp is a webservice that allows you to easily design and email newsletters to your clients. For many of our clients this service is likely to be free.
 
Below are the instructions and settings to setup Bp Allied to export your Clients to Mailchimp for you to be able to email them newsletters or other marketing information. By setting up your Mailchimp sync in Bp Allied you can manage your Client newsletter list at the same time as you carry out your daily tasks. Go to the Mailchimp website to find out more about their services.
 
Before you start
To export Clients to Mailchimp they need the following to be setup in their Client Details information:
  • the Mailing List tickbox ticked. Use the Client Bulk Edit in Data Maintence to add and manage these in bulk.
  • A valid email address that is ticked as the Primary Email address
  • The fields exported are: Client ID, Name and Email Address.
  • Client ID must be unique
     
    Mailchimp only allows ONE copy of an email address in a List, so if you have multiple clients using one email address only one of them will be imported into Mailchimp.
 
Resubscribing clients MUST to be via Mailchimp – either manually or getting the client to log into Mailchimp and updating their subscription details (from a previous email). If a client has unsubscribed, the API will NOT allow resubscription via BpAllied into Mailchimp.
 
Mailchimp
1

Getting started

1. Getting started
The instructions above detail what you need to do to get started with Mailchimp.
2

Mailchimp API Key

2. Mailchimp API Key
An API key is an encrypted key that allows Bp Allied full access to your Mailchimp account (without you actually logging on). Bp Allied uses this key to sync Client mailing List information with Mailchimp.
Find out how to create an API key here on the Mailchimp website.
3

Mailchimp List ID

3. Mailchimp List ID
The ListID is the encrypted name of your mailing list e.g. 2a39609a
You will need to create a List in Mailchimp first.
Copy the ListID into the Mailchimp ListID field in mypractice
4

Test Credentials

4. Test Credentials
Click Test Credentials to check that the API key and ListID details are correct. (You must do this so the API key and List ID values will save)
If it is, then the Test Succeeded message will display
If not, then a Connection Failed error will display
Click OK
Then, remove and re-enter both your API and ListID keys.
 
If a message similar to this, starting "Unable to find the resource at..." displays. Then the ListID is likely to be incorrect. The list may have been deleted.
Try logging into MailChimp and selecting a new ListID.
5

Sync Bp Allied and Mailchimp

5. Sync Bp Allied and Mailchimp
Click the Sync Bp Allied and Mailchimp button to update the mailing list both in Bp Allied and in Mailchimp.
Run this prior to sending out each mailing list so that Mailchimp has the most up-to-date information.
The sync will upload any new clients with the appropriate triggers from Bp Allied into Mailchimp. Changes in the subscription status should be updated in both systems. New Clients added into Mailchimp will NOT come back into BpA but changes to a client's subscription status will update.
 
6

OK

6. OK
Click OK to save the changes and close the options window open.
Click Cancel to cancel the changes and close the options window open.
Click Apply to save the changes and keep the options window open.