Experience the difference of "Elite".

Integration with Mailchimp
(page 3 )

Status: Planned 63 Votes
Sloanish
Dec 9, 2023 11:01 AM
Joined Jun, 2018 118 posts

I just ran the Email List and looked at the data.

Can you include the address fields?

Mailchimp has a place for those and we need to send cards as well as emails.

One export that is complete and formatted can then be used for all our needs.

Will Zapier allow for us to get to this data rather than only access records where a event happens?

Thank You

Kraig M
Dec 14, 2023 4:54 PM
Joined Oct, 2023 6 posts

As a general note in this context we typically recommend the use of tags for potentially common situations like "Bad Guest" or "Don't Rent to this Guest". This helps verify user by user.

Have you looked into using our mailing report that is designed to export CRM data out? Its possible to use this report to import data into MailChimp and update those lists.

~Caleb

by Caleb M – Dec 8, 2023 6:05 PM (UTC)

Thanks Caleb - this is exactly what I was looking for.  Tags show up in all of the places I can think of that I would need to use them (including the CRM edit contact page, they get applied to exports from this page, and are also part of the criteria on the prebuild email list report).  So tags are a better solution than custom fields for what I need!