{"id":27454,"date":"2019-08-21T07:41:42","date_gmt":"2019-08-21T06:41:42","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=27454"},"modified":"2019-08-21T07:46:59","modified_gmt":"2019-08-21T06:46:59","slug":"exporting-contacts-to-mailchimp","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/exporting-contacts-to-mailchimp\/","title":{"rendered":"Exporting contacts to Mailchimp"},"content":{"rendered":"<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Exporting contacts to Mailchimp<\/h1><\/div><div class=\"fusion-text fusion-text-1\"><p>In order to build your business, you may want to run a marketing campaign. For example, by sending an email to all customers or a subset of customers.<\/p>\n<p>With Okappy and Mailchimp, this can be done in 3 quick steps. \u00a0Read on for step-by-step instructions.<\/p>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">1. Generate your contacts list<\/h3><\/div><div class=\"fusion-text fusion-text-2\"><p>First determine who you want to market to. This could be your customers, subcontractors or even employees.<\/p>\n<p>Once you have decided, download the relevant report from Okappy. \u00a0For further information see<\/p>\n<ul>\n<li><a href=\"https:\/\/www.okappy.com\/support-article\/customer-details-report\/\" target=\"_blank\" rel=\"noopener noreferrer\">Downloading your customer list<\/a><\/li>\n<li><a href=\"https:\/\/www.okappy.com\/support-article\/employee-details-report\/\" target=\"_blank\" rel=\"noopener noreferrer\">Downloading your list of employees<\/a><\/li>\n<li><a href=\"https:\/\/www.okappy.com\/support-article\/subcontractor-details-report\/\" target=\"_blank\" rel=\"noopener noreferrer\">Downloading a list of subcontractors<\/a><\/li>\n<\/ul>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-3 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">2. Manipulate your list<\/h3><\/div><div class=\"fusion-text fusion-text-3\"><p>Once you have your complete population, the next step is to determine who from that list you want to market to.<\/p>\n<p>For example you could send an email to customers who you have not done any jobs for in the last 6 months or for those customers with site addresses in a certain geographical area.<\/p>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-4 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">3. Import your your finished list into Mailchimp<\/h3><\/div><div class=\"fusion-text fusion-text-4\"><p>From within Mailchimp<\/p>\n<ul>\n<li>Choose your audience.<\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27456\" title=\"mailchimp audiences\" src=\"https:\/\/okappyimages.okappy.com\/mailchimp-audiences-1024x691.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/mailchimp-audiences-1024x691.png\" alt=\"mailchimp audiences\" width=\"1024\" height=\"691\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27691%27%20viewBox%3D%270%200%201024%20691%27%3E%3Crect%20width%3D%271024%27%20height%3D%27691%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/mailchimp-audiences-200x135.png 200w, https:\/\/okappyimages.okappy.com\/mailchimp-audiences-300x203.png 300w, https:\/\/okappyimages.okappy.com\/mailchimp-audiences-400x270.png 400w, https:\/\/okappyimages.okappy.com\/mailchimp-audiences-600x405.png 600w, https:\/\/okappyimages.okappy.com\/mailchimp-audiences-768x519.png 768w, https:\/\/okappyimages.okappy.com\/mailchimp-audiences-800x540.png 800w, https:\/\/okappyimages.okappy.com\/mailchimp-audiences-1024x691.png 1024w, https:\/\/okappyimages.okappy.com\/mailchimp-audiences-1200x810.png 1200w, https:\/\/okappyimages.okappy.com\/mailchimp-audiences.png 1401w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Click <strong>Add contacts<\/strong> and then\u00a0<strong>Import contacts<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27461\" title=\"mailchimp choose method\" src=\"https:\/\/okappyimages.okappy.com\/mailchimp-choose-method-1024x691.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/mailchimp-choose-method-1024x691.png\" alt=\"mailchimp choose method\" width=\"1024\" height=\"691\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27691%27%20viewBox%3D%270%200%201024%20691%27%3E%3Crect%20width%3D%271024%27%20height%3D%27691%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/mailchimp-choose-method-200x135.png 200w, https:\/\/okappyimages.okappy.com\/mailchimp-choose-method-300x203.png 300w, https:\/\/okappyimages.okappy.com\/mailchimp-choose-method-400x270.png 400w, https:\/\/okappyimages.okappy.com\/mailchimp-choose-method-600x405.png 600w, https:\/\/okappyimages.okappy.com\/mailchimp-choose-method-768x519.png 768w, https:\/\/okappyimages.okappy.com\/mailchimp-choose-method-800x540.png 800w, https:\/\/okappyimages.okappy.com\/mailchimp-choose-method-1024x691.png 1024w, https:\/\/okappyimages.okappy.com\/mailchimp-choose-method-1200x810.png 1200w, https:\/\/okappyimages.okappy.com\/mailchimp-choose-method.png 1401w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Select the option for <strong>CSV or tab-delimited text file<\/strong><\/li>\n<li>Click <strong>Continue To Setup &gt;<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27455\" title=\"mailchimp browse contacts\" src=\"https:\/\/okappyimages.okappy.com\/mailchimp-browse-contacts-1024x691.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/mailchimp-browse-contacts-1024x691.png\" alt=\"mailchimp browse contacts\" width=\"1024\" height=\"691\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27691%27%20viewBox%3D%270%200%201024%20691%27%3E%3Crect%20width%3D%271024%27%20height%3D%27691%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/mailchimp-browse-contacts-200x135.png 200w, https:\/\/okappyimages.okappy.com\/mailchimp-browse-contacts-300x203.png 300w, https:\/\/okappyimages.okappy.com\/mailchimp-browse-contacts-400x270.png 400w, https:\/\/okappyimages.okappy.com\/mailchimp-browse-contacts-600x405.png 600w, https:\/\/okappyimages.okappy.com\/mailchimp-browse-contacts-768x519.png 768w, https:\/\/okappyimages.okappy.com\/mailchimp-browse-contacts-800x540.png 800w, https:\/\/okappyimages.okappy.com\/mailchimp-browse-contacts-1024x691.png 1024w, https:\/\/okappyimages.okappy.com\/mailchimp-browse-contacts-1200x810.png 1200w, https:\/\/okappyimages.okappy.com\/mailchimp-browse-contacts.png 1401w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Click <strong>Browse<\/strong> and then find the spreadsheet containing your contacts<\/li>\n<li>Click <strong>Continue to Match<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27457\" title=\"mailchimp select columns\" src=\"https:\/\/okappyimages.okappy.com\/mailchimp-select-columns-1024x691.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/mailchimp-select-columns-1024x691.png\" alt=\"mailchimp select columns\" width=\"1024\" height=\"691\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27691%27%20viewBox%3D%270%200%201024%20691%27%3E%3Crect%20width%3D%271024%27%20height%3D%27691%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/mailchimp-select-columns-200x135.png 200w, https:\/\/okappyimages.okappy.com\/mailchimp-select-columns-300x203.png 300w, https:\/\/okappyimages.okappy.com\/mailchimp-select-columns-400x270.png 400w, https:\/\/okappyimages.okappy.com\/mailchimp-select-columns-600x405.png 600w, https:\/\/okappyimages.okappy.com\/mailchimp-select-columns-768x519.png 768w, https:\/\/okappyimages.okappy.com\/mailchimp-select-columns-800x540.png 800w, https:\/\/okappyimages.okappy.com\/mailchimp-select-columns-1024x691.png 1024w, https:\/\/okappyimages.okappy.com\/mailchimp-select-columns-1200x810.png 1200w, https:\/\/okappyimages.okappy.com\/mailchimp-select-columns.png 1401w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>For each column in the spreadsheet, if you want to import it, select edit<\/li>\n<li>Choose the relevant field you want to import into<\/li>\n<li>Click <strong>Save<\/strong> to move onto the next field<\/li>\n<li>If you don&#8217;t want to import the column, click <strong>Skip<\/strong><\/li>\n<li>Click <strong>Continue to Organize &gt;<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27459\" title=\"mailchimp organise\" src=\"https:\/\/okappyimages.okappy.com\/mailchimp-organise-1024x691.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/mailchimp-organise-1024x691.png\" alt=\"mailchimp organise\" width=\"1024\" height=\"691\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27691%27%20viewBox%3D%270%200%201024%20691%27%3E%3Crect%20width%3D%271024%27%20height%3D%27691%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/mailchimp-organise-200x135.png 200w, https:\/\/okappyimages.okappy.com\/mailchimp-organise-300x203.png 300w, https:\/\/okappyimages.okappy.com\/mailchimp-organise-400x270.png 400w, https:\/\/okappyimages.okappy.com\/mailchimp-organise-600x405.png 600w, https:\/\/okappyimages.okappy.com\/mailchimp-organise-768x519.png 768w, https:\/\/okappyimages.okappy.com\/mailchimp-organise-800x540.png 800w, https:\/\/okappyimages.okappy.com\/mailchimp-organise-1024x691.png 1024w, https:\/\/okappyimages.okappy.com\/mailchimp-organise-1200x810.png 1200w, https:\/\/okappyimages.okappy.com\/mailchimp-organise.png 1401w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Add tags and choose the status of these contacts in Mailchimp<\/li>\n<li>Click <strong>Continue to Review &gt;<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27458\" title=\"mailchimp all set\" src=\"https:\/\/okappyimages.okappy.com\/mailchimp-all-set-1024x691.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/mailchimp-all-set-1024x691.png\" alt=\"mailchimp all set\" width=\"1024\" height=\"691\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27691%27%20viewBox%3D%270%200%201024%20691%27%3E%3Crect%20width%3D%271024%27%20height%3D%27691%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/mailchimp-all-set-200x135.png 200w, https:\/\/okappyimages.okappy.com\/mailchimp-all-set-300x203.png 300w, https:\/\/okappyimages.okappy.com\/mailchimp-all-set-400x270.png 400w, https:\/\/okappyimages.okappy.com\/mailchimp-all-set-600x405.png 600w, https:\/\/okappyimages.okappy.com\/mailchimp-all-set-768x519.png 768w, https:\/\/okappyimages.okappy.com\/mailchimp-all-set-800x540.png 800w, https:\/\/okappyimages.okappy.com\/mailchimp-all-set-1024x691.png 1024w, https:\/\/okappyimages.okappy.com\/mailchimp-all-set-1200x810.png 1200w, https:\/\/okappyimages.okappy.com\/mailchimp-all-set.png 1401w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>If you&#8217;re happy with the import, then choose <strong>Import<\/strong><\/li>\n<\/ul>\n<p>Your contact will be downloaded into your audience. \u00a0You can then create your campaign and send them to your audience.<\/p>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-5 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Further information<\/h1><\/div><div class=\"fusion-text fusion-text-5\"><p>For further information on creating campaigns on Mailchimp, check out their <a href=\"https:\/\/mailchimp.com\/resources\/mailchimp-101\/\" target=\"_blank\" rel=\"noopener noreferrer\">Mailchimp 101<\/a>. For more information on the different reports you can generate from Okappy, check out our <a href=\"http:\/\/okappy.com\/support\/reports\/\">Okappy support pages<\/a>.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to send marketing campaigns to your contacts using Okappy and Mailchimp<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[312,319],"portfolio_skills":[],"portfolio_tags":[409,410,412,411],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Exporting contacts to Mailchimp - Okappy<\/title>\n<meta name=\"description\" content=\"Learn how to send marketing campaigns to your contacts using Okappy and Mailchimp, Read on to find out how to set up an audience in 3 quick steps.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.okappy.com\/support-article\/exporting-contacts-to-mailchimp\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Exporting contacts to Mailchimp - 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