IMPORTANT NOTE FOR OFFICES : Special MailChimp integration options for offices are covered at the end of the article.
1. Create a MailChimp account and your first list
If you already have a MailChimp account you'd like to use, great! But before you skip to step 2, 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 TurboLeads client list 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 TurboLeads clients. For this case we recommend you create a separate list on your MailChimp account, for iHOUSEweb / TurboLeads purposes only.
If you do not already have a MailChimp account, sign up for a free account here. 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.
Your first list (contacts list) is created automatically when you create a new MailChimp account. Simply complete the account creation process, then you can move on to step 2.
2. Link your account
Login as an admin to your iHOUSE Elite Website. From your Admin Menu, navigate to the TurboLeads application using the app switcher (look for the grid icon at the top right section of the screen).
Now, click "Settings" on the left side of the screen. Under the "Account" heading of the Settings screen, click on "MailChimp Integration". You should have already completed Step 1, so it's time for Step 2 - click on "Link MailChimp". Enter your MailChimp Username and Password, then click "Log In".
If you only have one list in your MailChimp account, it will be selected automatically, but if you have more than one, make sure the correct list is selected before you proceed.
Note that you also have an option to sync your TurboLeads tags and / or statuses to MailChimp as segments, which could be helpful if you intend to use the MailChimp interface to schedule emails to various client segments.
Once you are happy with your settings, click "save" (top right corner).
You have successfully integrated MailChimp with your TurboLeads account! TurboLeads can now send campaign emails based on the campaign triggers and delivery schedules that you define.
For help setting up your first campaign(s), click here.
MailChimp Linkage Options for Offices
If you are linking MailChimp to an office account, you have a couple options.
- Account MailChimp integration. When MailChimp is linked at the account level, campaigns and emails are shared with all office agents. All leads (inluding leads assigned to agents) are eligible to receive campaign emails from the office MailChimp linkage. Assigned agents can view active campaigns and even start campaigns manually for their leads. However, assigned agents cannot edit the office's campaign emails or campaign settings.
- Personal MailChimp integration. When MailChimp is linked at a personal level, campaigns and emails are NOT shared with office agents. Leads are only eligible to receive campaign emails from this type of linkage if they are assigned to an agent who has a personal mailchimp integration. If the office administrator does not have an account MailChimp integration, each agent needs to link their own MailChimp account to enable campaigns.
It is possible to have an account MailChimp Integration as well as personal MailChimp integrations for each agent, but this is not recommended in most cases. To ensure that leads are only synced to a single MailChimp list and campaigns are all sent from the same MailChimp account, we recommend that you choose either an account MailChimp integration or a personal MailChimp integration for each agent.