Customer Forum

names / mailchimp integration

Lisa Posted: 2019-06-26 13:56

we are trying to export a list of customers into mailchimp but we have hit a snag - we cant seem to work out a way of exporting the name of the individual recipient as we well as the email address of the intended - any suggestions ?

Sam (Workbooks Online) Posted: Thu, 27.06.2019 - 11:16

Hi Lisa,

Are you using our MailChimp Integration? This will pull across Members of a Campaign from Workbooks to MailChimp, the integration can sync over a number of fields between the two systems this includes fields such as the Name and Email Address of the Person or Sales Lead Record.

We do have more information on the MailChimp Integration on our Knowledge Base that will go into further detail on how this is setup.