How to set up Mailchimp

In order to integrate Mailchimp with Smartr365, you will need to follow the steps outlined in this guide.

On Mailchimp

To begin, you will need to have a Mailchimp account. If you do not have one already, you can sign up for an account by visiting the Mailchimp website at https://mailchimp.com/.

After creating your Mailchimp account, the next step is to generate an API key. This key is necessary for Smartr365 to communicate with your Mailchimp account and access the required data. Generating an API key can be done within your Mailchimp account settings.

To generate an API key on Mailchimp, follow these steps.

  1. Navigate to the API Keys section of your account.
  2. Click Create New Key.
  3. Name your key. Be descriptive, so you know what app uses that key. Keep in mind that you’ll see only this name and the first 4 key digits on your list of API keys.
  4. Click Generate Key.
  5. Once we generate your key, click Copy Key to Clipboard. Save your key someplace secure–you won’t be able to see or copy it again. If you lose this key, you’ll need to generate a new key and update any integration that uses it.
  6. Click Done.

Choosing the correct editor on Mailchimp

  1. Access your profile settings by clicking on your profile picture or name.
  2. Navigate to the ‘Details’ section.
  3. Choose the ‘Classic Builder’ option.
  4. Set it as the default template editor.

 

On Smartr365

Once the API key has been generated go to Settings > Branding and paste the API key into the Mailchimp Key box.

Scroll to the bottom and click save.

 

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