Unlock your email marketing potential and save valuable time by connecting Mailchimp with Ricochet!
NOTE: In order for customers to sync over to Mailchimp, the customer profile in Ricochet must have a phone number associated with it.
In Ricochet,
Click Preferences
Click Integrations
Click Mailchimp
Identify the API key and List IDs fields. *Find these credentials inside Mailchimp by following the next steps:
In Mailchimp,
Login to Mailchimp with your Mailchimp login credentials
Click Audience from the main menu. NOTE: If you do not have an audience, create a new one and give it an appropriate name. This will act as a general collection of where all of your consignors and customers in Ricochet go once connected.
Click the Manage Audience dropdown
Select Settings
Scroll to the very bottom of that page,
Your Audience ID will be listed. Copy your List ID.
In Ricochet,
Paste the List ID into the appropriate List ID field in the Mailchimp Integrations tab
Add the Audience ID to both the Consignor and Customer Audience fields in Ricochet.
Go back to Mailchimp
In Mailchimp,
In the lower left-hand corner is your profile information. Click that area and select "P." This will take you to your global account settings.
From there, click "Extras" from the sub menu and select "API Keys."
Create an API key if you don't already have one. This is instant and does not cost anything.
Copy the generated API Key.
In Ricochet,
Paste the API Key you just copied into the API Key field in the Mailchimp Integrations tab.
Click "Connect."
Best Practices
Because the API does not automatically add new consignors in real-time, it is our best suggestion to just click the blue "Sync" button prior to every time you're about to create a new campaign in Mailchimp.
Also, be aware that the API is a one-way key. So, if a customer unsubscribes from your mailing list, please turn off the marketing function for that account in Ricochet as well.