MailChimp is an external emailing service that allows users to setup bulk emails, automate email campaigns and even build newsletters. The Real Geeks Lead Manager has direct integration with MailChimp allowing users to target specific groups of leads by sending their contact information automatically to MailChimp.
Linking the Lead Manager to MailChimp
To connect your Real Geeks Lead Manager to MailChimp, follow these steps:
- Navigate to Settings in the Lead Manager and click Integrations.
- Select Click Here to Link to MailChimp.
- Enter your MailChimp account email and password to authorize the connection.
Sending Leads to your Mailchimp Audience
With the CRM’s Advanced Filters, you can efficiently organize leads based on common details such as location, status, or recent activity—ideal for building the right audience to send to Mailchimp. These filters save time and ensure your campaigns reach the most relevant contacts.
Once you’ve applied a filter and identified your audience:
- Click Export.
- Select the Mailchimp audience to send the leads to.
- Click Next.
- Click Export to finish.
Your selected leads will instantly transfer to the chosen Mailchimp audience. Even better, any new leads that match the same filter criteria will automatically sync, keeping your Mailchimp lists up-to-date with no extra effort.
Managing your Exports
If you decide that you would no longer like a group of leads to be automatically sent to Mailchimp, you will need to delete the Active Mailchimp Export.
Go to the Real Geeks Third-Party Integrations page and press Delete next to the criteria you would like to remove and confirm your choice.
Troubleshooting & Miscellaneous
Q: Why aren't all of my leads showing up in MailChimp?
A: Sometimes when you click on “Export to MailChimp” you will notice that many of your leads are not being pushed over to the MailChimp list. This is because MailChimp is doing some magic-“email validation” and it will decide if an email is valid or not, without our help. Sometimes it will decide an email is invalid, so it just won't import that lead.
Q: How many integrations can I run with MailChimp?
A: MailChimp integrates at the administrator level and it is set up on a company basis. Even though there is only one integration joining the Lead Manager to MailChimp, you can build multiple lists for multiple agents to utilize.