Schedulista provides online appointment scheduling software for your business or organization to allow your clients to book with you 24/7. We offer a number of integrations with other software and services to aid with your business.
Our integration with the Mailchimp email marketing service allows you to easily send bulk or mass emails to your clients, as well as individual and timed emails.
This is an overview of the Mailchimp integration. Check the More information section below for instructions on setting up the sync.
You cannot currently email clients directly through Schedulista. Clicking on a client's email address on the web or tapping the Email button on the client record in the mobile app will open and use your default email program and/or service to send an individual email.
You can also directly email clients through Mailchimp.
What Mailchimp offers
The Mailchimp service allows you to curate a mailing list to send various emails to individuals, groups, or your entire client base. You'll be able to track your campaigns, as well as set up automated workflows to simplify your operations.
As of November 2023, Mailchimp offers a Free Plan with the follow features:
Up to 500 contacts*
Up to 1,000 email sends per month with a 500 email daily send limit†
8 marketing channels: Email, Landing Pages, Shoppable Landing Pages, Facebook & Instagram Ads, Social Media Posting, Postcards, Popup Forms, Marketing Calendar
1 audience (a mailing list)
Basic email templates
Single-step email automations
Your own Mailchimp website
* You can archive contacts in Mailchimp to reduce your active number of contacts to 500 or below.
† Email sending will be paused if contact or email send limit is exceeded.
If you need additional features, such as nurture or drip email campaigns that allow you to send multiple follow-up emails over time, Mailchimp offers various monthly subscription plans (compare plans here) or a Pay As You Go credit program.
The Mailchimp sync
Our integration with Mailchimp allows you to sync your Schedulista client list with a single mailing list on your Mailchimp account.
The sync will automatically occur every day at around 10pm your time to update any changes, additions, and deletions for that day. You can also manually push a sync at any time if you need to immediately update information.
The sync can be set in three options:
Sync to and from Mailchimp - This two-way sync shares information both ways from Schedulista to Mailchimp and from Mailchimp to Schedulista
Import from Mailchimp - This one-way sync shares information only from Mailchimp to your Schedulista client list
Export to Mailchimp - This one-way sync shares information only from Schedulista to your Mailchimp mailing list
What is shared in the sync
We share the following information from Schedulista:
Client's first name
Client's last name
Client's email address
Last appointment date & time
Next appointment date & time
Client's total appointment count
Grouped listing of all services client has booked
Mailchimp will share a contact's first and last name and their email address with Schedulista. If a client record for the email address doesn't currently exist in Schedulista, a new record will be created during the two-way sync or the one-way sync from Mailchimp.
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