
OrthoInTouch automatically exports your patient and responsible party contact information to the highly popular MailChimp email marketing platform! MailChimp has over 5 million users and offers excellent features for newsletter and email campaigns. Best of all, they offer a no-cost plan for up to 2,000 contacts and 12,000 emails per month for FREE! Follow the instructions below to automatically synchronize your patient & responsible party contacts with your MailChimp Lists!
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Sign up With MailChimpVisit www.mailchimp.com and click “Sign Up Free” in the top right corner. Fill out the register form using a valid email account and password. You will then be asked to complete your registration. Follow MailChimp’s instructions for verifying your account. |
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Step 2: |
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Create Matching Location ListsLog In to your MailChimp account. Click on “Lists” from the right side navigation, then “Create List” from the top right. Create a list for each office location. The list names must be identical to the office location names listed in OrthoInTouch -> Settings -> Locations & Templates. If the list name & office location name does not match, the import/export will fail. |
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Send us your API KeyOnce you have created a MailChimp list which matches each office location name, send OrthoInTouch your MailChimp API key. This can be found by visiting the account section of MailChimp. Click Extras -> API Keys -> Create Key. |
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Step 4: |
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Enable the SyncMake sure in your OrthoInTouch settings you have MailChimp Sync checked, look periodically to make sure your list get populated in each office list. |
Step 5: |
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Create & Send CampaignsCreate a MailChimp campaign and start sending emails! |
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