As of May 2019, TM3 is now officially able to integrate with TM3. In order to make the most of this integration, there are a few steps you will need to complete in order to get your process running smoothly.
Please note Blue Zinc Support will only be able to advise on how to integrate MailChimp correctly. However, if you need assistance with creating templates etc, these questions should be directed to MailChimp Support by clicking on 'Help' at the top right-hand corner of your Account.
If you already have MailChimp and Audiences created then please slip to Step 3, if not then continue reading.
Step 1 - Signing up with MailChimp
If you don't have an account with MailChimp but are wanting to sign up, click here. This will direct you to their homepage to start the process - it's free of charge.
Step 2 - Creating your Audiences
After you sign up you will be taken to your own dashboard which will allow you to create templates, audiences etc and show you the growth of your data.
If you already have MailChimp you can proceed to the third step.
Your next step is to create your audiences, you can do this by clicking on 'View Lists' on the main screen or 'Audience' in the navigation bar at the top of the screen - this has been highlighted by a red box in the image below. The quickest way to access your Audiences would be through 'View Lists'. However, if you decide to click on 'Audience' you will be brought to a new page, and then need to click on 'Manage Audience > View Audience' - you will then be taken to the same page as where 'View Lists' would bring you to.
When your audience page appears, in order to create your audience you will need to click onto 'Create Audience'. There is no limit on how many lists you wish to create. However, you may be asked if you wish to learn about tags - ensure you continue on with creating an audience.
You will now be prompt to enter in your Audience Name, the default from email address and default from name. When you enter your details you can proceed to save the audience, you don't need to worry about any of the other settings for the audience. When you create your audience you will then see the image below. Please continue to repeat this step until all of your audience that you need have been created.
Step 3 - Creating your API Key
Your next step is to set up an API Key. An API Key is what integrates TM3 and Mailchimp together meaning you will now be able to add your clients from your TM3 to your audiences.
To create your own unique API Key you will need to access your Account by clicking on your name in the top right-hand corner and select 'Account'. When the account loads click on 'Extras > API Keys'. This has been highlighted in the image below for you.
When the API Keys load, you are going to access the section that states 'Your API keys' which will look like the image below and ensure you select 'Create A Key' (NOT 'Create A Mandrill API Key') - this should take a matter of seconds.
When your key is created, your API keys should look like the image below. Double click on your key so that it is all highlighted and then right-click and select 'Copy' - each clinic will have their own unique API Key. Please do not use another clinic's key or the API Key below, as this is primarily just for example and you will not be able to access any of the lists.
Now that our Mail Chimp is set up our next step is to integrate Mailchimp and TM3 together.