IMPORTANT NOTE: If you have TurboLeads CRM, this guide is not for you. See this article instead.
Did You Know?
This article is also available as a video! Click here to watch our tutorial video on this topic.
This option allows you to link your MailChimp account to your iHouse Elite website.
Only available with Pro Packages.
1. Create a MailChimp Account
Use this link or visit their site to signup for a free account. Their free account offers generous sending limits that should be adequate for most agents' needs, but if you have several thousand contacts or if you want to take a more aggressive approach to your email marketing, you can upgrade your limits with one of their paid packages.
If you already have a MailChimp account you'd like to use, great! Skip to the next step.
2. Create Your First List
Before you can use your MailChimp account to send email, you have to create at least one list. (MailChimp recommends that you only create one.) Soon we'll be showing you how to add your website contacts as subscribers to that list.
If you already have a list that you want to use, great! - but a quick word on syncing as it pertains to the list you choose: It works both ways. So whatever subscribers are already in your MailChimp list will be added to your LeadTracker as well. If your list contains previous clients and new leads, then this behavior is probably desirable. However, if your list contains friends and family, perhaps you don't want them to be mixed in with your LeadTracker clients. For this case we recommend you create a new list on your MailChimp account, just for business purposes.
On to the next step.
3. Link Your Website to MailChimp
Login as an admin to your iHOUSE Elite Website. From your Admin Menu, go to Linked Accounts → MailChimp.
Click on the LINK MAILCHIMP button. This will take you to a new window.
Enter your MailChimp account username and password to give your website permission to connect to your MailChimp account.Note: your username here is NOT the same as your email address!
After Your MailChimp Account Is Linked
Syncing Your Clients
After your MailChimp account is linked, your admin page will show a checkbox to turn on syncing and a select box for you to choose which MailChimp list to sync them to.
How syncing works
When you first turn on syncing, all of your "registered" clients (the ones who signed up on your website) who are opted-in to marketing emails will be added as potential subscribers (synced) to your MailChimp list. This will result in MailChimp sending them an email. They are not yet activated and they will not show up in your MailChimp list until they click Activate in the email they receive from MailChimp.
Syncing works both ways, so take care which list you choose to sync. Whatever subscribers are already in your MailChimp list will be added to your LeadTracker as well. If your list contains previous clients and new leads, then this behavior is probably desirable. However, if your list contains friends and family, perhaps you don't want them to be mixed in with your LeadTracker clients. For this case we recommend you create a new list on your MailChimp account, just for business purposes.
After syncing is turned on, any new clients that signup on your website that check the box that it's "OK to send them emails" are automatically subscribed to your MailChimp list and will immediately receive the activation email from MailChimp.
Ready to start syncing your contacts?
Check the checkbox for "Yes, please sync my LeadTracker clients with the following list:"
Choose which list you'd like to sync to in the select box.
Click the SAVE & RESYNC button.
- You'll get a confirmation box that looks like this.
Click the OK button.
Congratulations! Your LeadTracker is now synced with your MailChimp list.
Any new subscribers to your synced list will be automatically synced back to your website LeadTracker as a client. If a client with that email address already exists it will be merged instead, updating their marketing email opt-in preferences.