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Integrating Noterro with MailChimp (Email Marketing)

Comments

15 comments

  • Chris Smith RMT

    I have followed this to a T twice now, and I still can't get it to integrate. 

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  • Jennifer Anthony

    Once I have followed these steps and integrated with MailChimp, will new patient email addresses added to SOAPVault automatically populate the MailChimp list?

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  • Ryan

    Jennifer, yes they will be added to MailChimp automatically.

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  • Molly Brook

    Once I have integrated mailchimp, how can I ensure new patients are opting in for my newsletter? is there something I can change on my intake form to allow them to actually subscribe? 

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  • Ryan

    By default, they are added to your mailing list, but I will pass this along as a suggestion to our Product Team.

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  • Molly Brook

    Thank you. In order to actually send anything via mailchimp, I need to be able to get my clients express permission with an option to opt out, otherwise, I believe is violates CASL (canadian anti spam laws)

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  • Rick Nash

    Simple enough. Went smoothly. What triggers the transfer & how often? How iwill I know it is working?

     

     

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  • Ryan

    Each time a patient's email is added or removed, it's synced to your SOAP Vault MailChimp List.

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  • Student Clinic

    What happens to client already on my mailchimp list, then register with soapvault account? Which record is kept and/or updated? 

    Also, can a mailchimp subscriber be added to Soapvault via Mailchimp? 

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  • Ryan

    SOAP Vault will also constantly update MailChimp every-time you add a new patient or make a change to an existing one.  Once you add someone to your SOAP Vault account they will be added to your Mailchimp account.

     

    Yes you can manually add contacts to your SOAP Vault campaign.

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  • Krisjon Vargas
    Molly BrookJanuary 24, 2018 18:17

    Thank you. In order to actually send anything via mailchimp, I need to be able to get my clients express permission with an option to opt out, otherwise, I believe is violates CASL (canadian anti spam laws)

    Has there been a response to Molly Brook (above) about this?

    I'm having the same issue.

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  • Ryan

    SOAP Vault doesn't track opt-in / out, a general rule is to only add the patient's email address if they've given you consent to email them.  If you've integrated your SOAP Vault account with Mailchimp for email marketing, opt-in/outs are tracked in there.

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  • Kathrina Aliling, RMT

    i followed the steps and soap vault is not recognizing the ID and API key

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  • Ryan

    Kathrina, that's odd.  I'd be happy to help, just book a time and we can get your account connected together.  https://calendly.com/soapvault-migration/initial

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  • Candice Stevenson

    Is there a way for those who have previously indicated they do not wish to be contacted refrained from being included on the mailchimp integration at all?

    I guess I am seconding what was said above. Is there a way Noterro can include an option on initial intake forms for clients to select whether they wish to be contacted or not?

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