Now that we have everything successfully set up within the integration, our next step is to add our clients to our audiences. We have 3 alternatives options to do this, there is no correct option, it is primarily what suits you as a clinic on how you wish to proceed on this.
Subscribe All Email Addresses
As described in the previous article, you have the option to add all of your clients to your Mailchimp audiences.
Sync Email Address allows you to sync your entire client list up to your Mailchimp audiences. To do this, decide on which audience(s) you wish to sync your patients to and then turn the list on. The sync will look at patient accounts who have a valid email address, and email marketing consent ticked (Normal consent is not enough for this integration). If you have two client accounts that share the exact same email address e.g. Husband and Wife/Mother and Child, then only one of these accounts will be synced up to Mailchimp to stop duplications.
You do have the option to add your clients to the audiences manually rather than sync your client list up - if you wish to do this then you can leave the settings as they are - this will be explained in later articles how to add your clients manually the audiences.
When you first turn your audience on to link up, your display will change to the image below. Please note your list may state more or less than 50 clients - this will just depend on your client list.
When the sync has completed you will see a 'Sync Information' just below the list, which will explain the process that happened with your client accounts during the sync. If an email address has failed to sync, you will be provided with the reason when you scroll through the Sync Information.
Total shared emails = The number of patients/clients that share the same email address which is only added once to the selected Mailchimp audience.
Total errors = The number of email addresses that did not get subscribed to the selected audience due to an error - you will be provided with information for each erroneous email.
Total Subscribers = The number of email addresses that successfully subscribed to the selected audience.
If you decide to have your Mailchimp audiences turned on within e-clinic, any new clients that you add into your e-clinic system will be automatically be subscribed to the audience(s) that have been turned on.
After the sync has been completed, your Mailchimp audience will look somewhat like the image below.
If you have the automatic syncing turned on, and a new patient comes in and joins your client - provided they have a valid email and email marketing consent ticked then they will to automatically be added into the audience. If a current patient changes their email then the new email will be added into the Mailchimp audience and the old email will be unsubscribed.
If you do not know which clients have email consent ticked or not you can run the 'Client Analysis' report which will give you a list of your patients, you will then need to click on 'Edit' and choose a custom date range. Ideally change the day, month and year to a number of years ago e.g. 1st January 2010 as this will then be able to bring up all of your patients - when you have done this you then want to apply the changes and then select 'Columns' and tick 'Email Marketing'. When the column appears you will then be able to click and drag the 'Email Marketing' title up to the blue box above so it looks like the image below, the report will then be split up into two sections 'Email Marketing: false' and 'Email Marketing: true'.
