Setting up Mailchimp in Checkfront

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Learn how to activate the Mailchimp integration, including how to select your audience, map merge tags, and show the opt-in booking form field.

New to Mailchimp? Read the first article in this series for an introduction to the Mailchimp integration.

 

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Accessing the features mentioned in this article

Where can I find this feature using the top menu?

Manage > Integrations > Email > Mailchimp

What more do I need to use this feature?

• A Mailchimp account with API Keys and Merge Tags created.
  
  

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic items version using classic items (Inventory > Items) and our classic products version using classic products (Inventory > Products).  → Learn more about products

 

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Set up and Activate the Mailchimp integration within your Checkfront account with the following steps...

1. Log into your Checkfront account.
2. Go to Mailchimp within Integrations (Manage > Integrations > Mailchimp).
3. Hover your mouse over the Mailchimp tile and click it to select.
   
4. In the pop-up window, paste the API Key you created within the API Key field.
5. Ignore the List ID field for now. We address this once your account is connected.
6. Enter the Opt-in Label you would like to appear on your booking form. This is the text that appears next to the check-box in your booking form, which allows the Guest to opt into subscribing to your communications. You can also edit the text to suit your needs. By default, the value is Stay up to date on our newsletter.
7. Check the box below the Opt-in Label, if you would like to activate the double opt-in option. If checked, this feature requires your Customer to click on the link in a verification email to confirm their subscription to the list. This helps cut down on SPAM email addresses. The contents of the email can be edited within the Mailchimp interface.
8. Click Activate to complete.

 

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After activating the integration, the modal re-opens. This time, you can select a MailChimp Audience (formerly named List) from the drop-down menu next to List ID.

If you only have one Audience list, then the Audience list is selected automatically.

The number displayed in brackets shows the email addresses already assigned to the Audience list.

 

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Finally, you must map your Mailchimp Merge Tags to your Booking Form fields within Checkfront.

The fields in the pop-up window under Merge Tags are those configured within your Checkfront account (Manage > Layout > Booking Form).

1. Click on each drop-down menu to view a list of fields from Mailchimp.
2. Select a Mailchimp field to match the Checkfront field in focus.
3. Once you've completed the mapping, click Update.

 

If you see the message No merge tags found in your Mailchimp account, then click Update and re-open the modal to re-sync your account and the Merge Tags section displays.

 

Booking Form fields to capture the name and email address of your Customer must be active to ensure that, at a minimum, this information syncs to your MailChimp account.  The system field for Email Address (customer_email) is required. The system field for Customer Name (customer_name) can be used or custom fields for First Name (first_name) and Last Name (last_name).

 

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That's it! The MailChimp extension is now ready to be used.

A new field is displayed at the end of your booking form. If checked, the Customer's email address is added to your MailChimp database once they have completed their booking.

 

 

 

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< Managing merge tags in Mailchimp

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