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Exporting emails to Mailchimp

For larger bulk email campaigns, Zigaflow allows you to push email addresses to MailChimp

Find and filter your contacts

1. Click "CRM"

Zigaflow Dashboard with the CRM dropdown in the top navigation bar highlighted, above the Recently Created Quotations panel

2. Click "Contacts"

CRM menu open on the Dashboard with Contacts highlighted above Customers, Suppliers and Supplier Contacts

3. Contacts can be filtered first on this screen using the filters to the left or the search box

Contacts list filter panel with the Customer Tags field highlighted, alongside Customer, Customer Types and Club filters

Select the emails to export

4. Click "Email Marketing". If this is not visible, go to the Cog -> Integrations and connect to MailChimp

Contacts list toolbar with the blue Email Marketing button highlighted between Bulk Action and Deleted buttons

5. It is possible to filter again using the filters on the left of the pop-up screen

Mailchimp Email Marketing pop-up, step 1 of 3, with the Client Tags filter highlighted among the left-hand recipient filters

6. Select the email(s) to push to MailChimp.

Email list row with its checkbox selected, marking an address labeled Accounts for export to MailChimp

Choose an audience and export

7. Click "Next" to select the audience to push to

Mailchimp export pop-up over the contact filters panel, with the purple Next button highlighted to continue to audience selection

8. Select the MailChimp audience

Mailchimp Email Marketing step 2 of 3 with the Audience dropdown open and the Website Sign-Ups option highlighted

9. Select the desired MailChimp tag(s)

Mailchimp Email Marketing step 2 of 3 dialog with the Newsletter checkbox highlighted under Contact Tags (optional)

10. Click "Export to Mailchimp"

Mailchimp Email Marketing step 2 of 3 dialog with Newsletter tag selected and the Export to Mailchimp button highlighted

11. Click "Close"

Mailchimp Email Marketing Step 3 of 3: Review Export Result showing 2 added contacts and the red Close button
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