You are accessing documentation for myPractice version 4. This is not the latest version of Bp Allied.
Support for this product will be discontinued on 01 February 2020.
 
Please contact our support team about upgrading to the latest version of BpAllied to enable this implementation.
Version 4
×
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 myPractice 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 myPractice 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.
 
To export Clients to MailChimp they need the following to be setup in their Client Details information:
 
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 myPractice full access to your MailChimp account (without you actually logging on). myPractice uses this key to sync Client mailing List information with MailChimp.
 
To find your API Key
1 - Log into MailChimp
2 - Click on your name on the left hand side
3 - the My Account menu will appear (in grey)
 
 
4 - Click Account Settings
5 - Click Extras
6 - Click API Keys
7 - Click Create A key
8 - Copy the key into the myPractice field MailChimp API Key
 
To log out of MailChimp
Click on you name on the left hand side
Click Log Out on the My Account Menu
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 Succeededmessage will display
If not, then a Connection Failed error will display
Click OK
Then, remove and re-enter both your API and ListID keys.
5

Sync myPractice and MailChimp

5. Sync myPractice and MailChimp
Click the Sync myPractice and MailChimp button to update the Mailing list both in myPractice and in MailChimp.
Run this prior to sending out each mailing list so that MailChimp has the most up-to-date information.
6

OK

6. OK
Click OK to save the changes and close the options window open.
7

Cancel

7. Cancel
Click Cancel to cancel the changes and close the options window open.
8

Apply

8. Apply
Click Apply to save the changes and keep the options window open.