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Mailchimp is an email marketing platform that allows you to create and automate personalized journeys for many customer scenarios. You can manage your contacts, send emails, and track results of your clinic’s email campaigns.

Our Jane & Mailchimp integration is handy because you can keep your Mailchimp marketing email list in sync with your clients in Jane! Your clients in Jane will automatically be added to your Mailchimp list if they have opted into marketing emails.

The fields that will move over to Mailchimp include:

  • First Name
  • Last Name
  • Email Address
  • Birth Date
  • Last Visit Info
  • Visit Count
  • Discharged Status
  • City, Province and Country

How to sync your Mailchimp account

Before you begin, you’ll need the following:

Step 1

A user with Full Access can head over to the Settings tab and click on Integrations in the left sidebar menu. Next, click the Get Started button in the Mailchimp section.

The page will list any Mailchimp lists that you have already connected. To add your first list, click “Authenticate your Mailchimp account”. This will take you over to Mailchimp to enter your username and password.

Step 2

Next, you’ll be back in Jane and you can select any of your Mailchimp lists from a dropdown. If you don’t see any lists, you will need to create a list in Mailchimp first, see the above step :)

Select the list you would like to sync with and click Save.

That’s it, you’re done! Jane will automatically keep your lists in sync according to the Marketing Emails opt-in checkbox on your customers’ profiles in Jane.

If you already have permission granted from your customers to opt-in to marketing emails, you can opt-in your customers in bulk in Settings > Online Booking. Just be sure that you’re staying in compliance with your local anti-spam legislation!

Checking Patient Subscriptions

If you want to check whether a patient is subscribed to your Mailchimp list, there’s an easy way to do it.

Head over to the patient’s profile by selecting them in the Patient section:

Once you’re there, scroll down to find a Mailchimp section with a Check Member Status link.

When you click the link, it’ll show you if they’re subscribed or not. Here’s what each of those statuses means:

  • Subscribed - The patient has been sent to Mailchimp and is subscribed to your mailing list
  • Unsubscribed - The patient has been sent to Mailchimp but they are NOT subscribed to your mailing list
  • Never Added - The patient hasn’t been sent to Mailchimp, likely because they have opted out of marketing emails since they signed up.

Additional Resources

Looking to set up your first Mailchimp campaign? Hop over to one of our guides to learn how to set up common campaigns we see used by many clinics:

For those of you interested in learning a bit more about what MailChimp has to offer, check out one of the webinars we hosted as part of our online Allied Conference sessions.

Happy emailing!

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