- Overview
- Account Settings
- Assets
- Connectors Framework
- Customer Portal
- Customers
- Dashboards
- Devices
- Dispatching
- Forms
- Inventory
- Invoices & Billing
- Locations
- Payments
- Parts
- Projects
- Quotes
- Recurrent Routes
- Recurrent Services
- Reports
- Sales Orders
- Schedule
- Services
- Tasks
- Text Messaging
- Time Tracking
- Users
- Work Orders
Experience streamlined marketing and improved client engagement with MobiWork and Mailchimp. With the MailChimp Connector, your audiences, members, and campaigns stay effortlessly up-to-date, helping you engage customers more effectively while enhancing overall efficiency.
You can create and send targeted email campaigns, manage recipients, and track your results in real time. Leverage Mailchimp's segmenting feature to target specific groups within your client list for personalized marketing. Tags applied to clients in MobiWork automatically carry over to Mailchimp, simplifying audience management and campaign targeting.
We currently sync the following customer and prospect data from MobiWork to Mailchimp:
Contacts.
Email addresses.
The first and last name of the contact.
The physical address of the customer or prospect.
And the phone number.
To integrate these entities with Mailchimp, you will need to access the Customer List page. Once you are on this page, simply select the "Export to MailChimp" action for each customer. Once selected, the customer contacts will be seamlessly synced with MailChimp.
On the Customers feature page, you will be able to access the "Export Customers to Mailchimp Excel" or the "Export Customer Contacts to Mailchimp (Default Audience)" actions:
These actions will alow you to export your customer contacts from MobiWork to Mailchimp. The "Export Customers to Mailchimp Excel" option will create an Excel file that can be manually imported into Mailchimp. The "Export Customer Contacts to Mailchimp (Default Audience)" option will push the data to Mailchimp with the MobiWork API.
If a contact's email address already exists in Mailchimp, MobiWork will automatically update the following details:
The first and last name of the contact.
The physical address of the customer or prospect.
The phone number.
Additionally, any new customer tags from MobiWork will be added to the Mailchimp contact, ensuring your data stays complete and up-to-date.
Note: existing tags in Mailchimp will remain unchanged, as no tags are deleted.
If you have any questions or need further assistance, please let us know. We'd be happy to help!