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Locate: Manage > Integrations > Emails > Mailchimp
Prerequisites:
- Mailchimp account created and accessible!
- The Mailchimp integration is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
In this article, we cover managing Mailchimp Merge Tags in preparation for syncing Checkfront Guest Booking Form fields to the equivalent fields in Mailchimp.
Managing Mailchimp Merge Tags
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First, click on the Audience menu item within the main menu to open the Audience Dashboard. Then, select Signup forms from the Manage Audience drop-down menu.
Next, select Audience fields and *|MERGE|* tags from the Settings drop-down menu.
Within Audience fields and *|MERGE|* tags, you can manage the fields (and tags) that you need to later map to fields in Checkfront.
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At a minimum, you need fields to represent Customer First Name, Last Name, and Email Address. The Customer's name can be captured with one field (First and Last Name) or separate fields for each (First Name, Last Name). Consider which format you are using within your Checkfront Booking Form. |
Merge Tags provide unique identifiers, that you can use to connect your Mailchimp fields to corresponding fields in Checkfront, so that information can be sent to Mailchimp when the Guest books.
Feel free to Add a Field if you notice any of your Checkfront custom fields are not represented in Mailchimp.
Within the next step of configuration: Mailchimp: Setup in Checkfront, we learn how to map these fields to the corresponding fields in Checkfront.
< Introduction to Mailchimp and API Keys | Setting up Mailchimp in Checkfront >