Integrating MailChimp into your Client Management database allows you to define audiences to distribute communications to from within MoST as well as allow your members to subscribe and unsubscribe from those audiences.
To integrate MailChimp into the Client Management System, the first step is to acquire an API key for you MailChimp account, to do this perform the following steps.
- Go to the MailChimp website and login.
- Go to you account settings by clicking on you name / organisation name in the top right corner next to help and then click on Account.
- Click on the Extras menu item and then click on API Keys.
- Click on the "Create A Key" button to create the API key what will be used by MoST.
- Email the relevant API Key code to support@expert.services along with your website address.
Once the key as been sent to support and support has confirmed that it has been registered you can then proceed to creating the relevant database columns required for MailChimp.
- Login into MoST and click on Accessories > Client Management > Edit Forms > Management Fields.
- Create a Checkbox List column called "MailChimp Audiences" and add the names of the audiences you require. Refer to Management Fields for more information.
- Save the changes by clicking the Apply button. When the Apply button is clicked MoST will connect to MailChimp and create the audiences.
Note: If the name of an audience is changed MoST will create a new audience leaving the original audience in place. To permanently delete the audience do so via the MailChimp interface. Likewise if an Audience is deleted it will also need to be deleted via the MailChimp interface.
The field will then need to be added to all the appropriate forms for users to complete such as Subscription Forms, Update Details Forms, Event Registration Forms, etc.