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Manage Mailchimp Lists
Updated over 6 months ago

Subscribe clients into your MailChimp Lists.

  • Find the Client's case.

  • Go into the Client Tab of the case.

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  • Navigate to the Contact Details dropdown and click Edit.

  • Next, confirm that the correct email address is listed under "email 1" and click Save.

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  • Click on the dropdown menu next to the case status.

  • Select Manage MailChimp Lists.

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  • Select the MailChimp List the firm would like to subscribe the client under.

  • Click Submit.

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  • The client has now been subscribed to the selected MailChimp List.

NOTE: MailChimp List must be created in your MailChimp account directly.

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