Connect to Mailchimp

To connect to Mailchimp, simply click on your company name in the top right corner, then select "Settings" . 


In the "Settings" menu, scroll down and select"Integrations".


Click on "Add +"  in the top right-hand corner.


The "Add Integration" page will show. Click on the "Mailchimp" icon. You will be taken to the Mailchimp login where you can login and grant access to Supply'd.


After returning to Supply'd the "MailChimp Settings" screen should appear.

If it doesn't appear, click on your name in the top right corner, select "Settings", scroll to "Integrations" and select "MailChimp" from the "Integrations" list. You can also follow these steps if you need to make changes to the settings at a later date.

 

MailChimp Settings


Complete the fields as follows:

  • Integration Name* [Required] - A unique integration name for this Mail Chimp integration. This is only used as a reference for this integration for your account.

Toggle on to sync Supply'd customers to Mailchimp.

  • Sync To List - What list to sync Supply'd customers to.

Map Fields:

Choose the data you would like to send to MailChimp fields. Select from the drop-down. Note: The list of choices are the same for each field. 

  • Address 
  • Company Name
  • First Name 
  • Last Name 
  • Phone Number

 

Syncing Other Platforms

For other platforms, such as Shopify, Square etc., toggle on and complete the fields as above.

 

Save

Click "SAVE" to apply your settings.

 

Removing the MailChimp Integration

If you would like to disconnect from MailChimp, you can do so by clicking on your company name in the top right corner, selecting "Settings", then "Integrations". Select "MailChimp" from the "Integrations" list. Click on the 3 dots in the top right corner and select "Remove Integration".


You will be asked to confirm.