Mailchimp

Connect to Mailchimp

To connect to Mailchimp, simply click on your company name in the top right corner, then select Settings.

In the Settings menu, scroll down and select Integrations.

Click on Add + in the top right-hand corner.

The Add Integration page will show. Click on the Mailchimp icon. You will be taken to the Mailchimp login where you can login and grant access to Supply'd.

After returning to Supply'd the MailChimp Settings screen should appear.

If it doesn't appear, click on your name in the top right corner, select Settings, scroll to Integrations and select MailChimp from the Integrations list. You can also follow these steps if you need to make changes to the settings at a later date.

MailChimp Settings

Complete the fields as follows:

Integration Name* [required]

A unique integration name for this Mail Chimp integration. This is only used as a reference for this integration for your account.

Sync Supply'd Customers?

Toggle on to sync Supply'd customers to Mailchimp.

Sync To List

What list to sync Supply'd customers to.

Map Fields

Choose the data you would like to send to MailChimp fields. Select from the drop-down. Note: The list of choices are the same for each field.

• Address

• Company Name

• First Name

• Last Name

• Phone Number

Syncing Other Platforms

For other platforms, such as Shopify, Square etc., toggle on and complete the fields as above.

Save

Click the button to add the MailChimp integration.

Removing the MailChimp Integration

If you would like to disconnect from MailChimp, you can do so by clicking on your company name in the top right corner, selecting Settings, then Integrations. Select MailChimp from the Integration list. Click on the 3 dots in the top right corner and select Remove Integration.

You will be asked to confirm.