Connecting Mailchimp with Noterro: Streamline Your Patient Communications

Staying in touch with your patients shouldn’t require extra work. Connecting Mailchimp allows you to turn your patient list into a powerful communication tool—so you can build relationships, increase rebookings, and keep your clinic top of mind. Instead of exporting lists or manually managing contacts, everything stays up to date automatically.

What You Can Do

Once connected, you can:

• Send email campaigns: Share promotions, seasonal offers, or clinic updates with your full patient list.
• Build automated journeys: Create welcome emails, follow-ups, or rebooking reminders that send automatically.
• Segment your audience: Target specific patient groups based on your needs (e.g., active vs. inactive clients).
• Stay consistent without extra admin: Keep your communication running in the background while you focus on care.

How Syncing Works

Noterro keeps your Mailchimp audience up to date automatically:

• Any profile with a first name, last name, and email address will sync to Mailchimp.
• New patients are added automatically.
• Updates to existing profiles are reflected in Mailchimp.
• No manual imports or exports required.

Good to Know

• Only patients with valid contact information are synced.
• You remain in control of how and when you communicate with your audience.
• Mailchimp handles email delivery and compliance.

When Should You Use This?

This integration is especially helpful if you want to:

• Increase rebookings without relying on manual outreach.
• Run promotions or announcements.
• Build long-term patient relationships.
• Reduce admin work around managing contact lists.

Connecting Your Noterro Account to Mailchimp

Follow these steps to connect Noterro to your Mailchimp account:

1. Sign up for a Mailchimp account if you don't already have one.
2. Log into your Mailchimp account.
3. Click on Audience in the left sidebar.
4. Click All Contacts.
5. Click on Settings (the last header in the chart).
6. Select Audience Name and Defaults (you may want to change the name).
7. Check all the Form Settings Boxes (Enable double opt-in, re-CAPTCHA, and GDPR fields).
8. Customize Email Defaults and New Subscriber Notifications to your preference.
9. Click Save Audience And Email Defaults.
10. Click Audience, then click All Contacts.
11. If you have multiple audiences, click the Audience drop-down and choose the one you want to work with.
12. Click Settings.
    They’ll display a string of letters and numbers for your Audience ID. Click the copy icon to copy your Audience ID to your clipboard.
13. Return to Noterro as the Admin.
14. Click on the Gear Icon (top right header).
15. Click on Integrations.
16. Click on Connect in the Mailchimp section.
17. Paste the Audience ID in the Audience ID field, but don't press save yet.
18. Back in Mailchimp, click on your Mailchimp Profile in the top right corner.
19. Select Account & Billing.
20. Click Extras, then click API Keys.
21. Under API Keys, select Create a Key.
22. Create API Key Name and select Generate Key.
23. Copy the API Key. You will need to paste this into Noterro.
24. Return to Noterro.
25. Paste your API Key in the API Key field.
26. With both the Audience ID and API Key populated, click Save.

Important Note: It may take a few minutes for Mailchimp to load your contacts.

Disconnecting Your Noterro Account from Mailchimp

If you want to remove the integration:

1. Login to Noterro as the Admin.
2. Click on the Gear Icon (top right header).
3. Click on Integrations.
4. Click on View Settings in the Mailchimp section.
5. Enter a blank Mailchimp API key and a blank Mailchimp List Name.
6. Click Save.

Unsubscribing Mailchimp Audience Members

Follow these steps to unsubscribe individuals and remove them from your Mailchimp Audience.

How to Use Mailchimp

Visit Mailchimp's website for more information on how to use it.

Important Note: Mailchimp is free if you have less than 500 clients in your list.