How to Integrate MailChimp - first time setup, Sync Settings
If you want to know how to integrate MailChimp in Hike, you’re in the right place.
In this article, we will go over the steps to integrate your MailChimp with your Hike account.
Having already activated your MailChimp account, you will find the MANAGE button to the right.
Click on the MANAGE button to reveal the drop down list. Choose Sync settings from the list to proceed.
This section exists to match all the settings in Hike to all the settings in MailChimp. If this is not done correctly, your activity may not properly be recorded when synced between Hike or MailChimp.
To sync the Contact Detail with Hike, you must have at least one contact list created in MailChimp first. If you are a new user of MailChimp, you are advised to create two contact lists: Customers and Suppliers.
Go to your MailChimp Account and get to the List page. Then, click on the Create List button and now you can create your list.
- List name
Your subscriber will see this, so make it something appropriate.
- Default From email address
This is the email address people will reply to.
- Default From name
This is the name your email will come from.
- Remind people how they sign up for your list
This is a reference for your customers and suppliers how they know you or your business.
Click Save to create your list.
After you have created at least two lists in MailChimp, you are now ready for doing the sync setting in Hike.
Let's go through the sections, explaining the relevant fields, starting at the top of the page:
Use this table to control how your data is sent to and from Hike
The type of data being synced
With all your customer details in, link to a corresponding list you create in MailChimp
With all your supplier details in, link to a corresponding list you create in MailChimp
Tick this box if you want data sent to and from Hike and MailChimp
- Hike - MailChimp
Tick this box if you want data only sent from Hike to MailChimp
- MailChimp - Hike
Tick this box if you want data only sent from MailChimp to Hike
If the SAVE button is lightly grayed out, it means there is a section you have not completed.
Otherwise, click the SAVE button to finish.