The Mailchimp integration works together with our data capture feature (available on HALO Standard and Pro plans).
You are able to automate importing new contacts you collect during your event to your Mailchimp account!
In this article, we'll show you how to integrate your account and start sending your data to the audience of your choice. If you don't already use Mailchimp, it is free to sign up and this is a great "customer relationship manager" tool to get started with.
1. Integrate your account
The first step is to link your Simple Booth and Mailchimp accounts. Start by clicking your avatar in the top right corner of your account, and click the "integrations" button.
Next, click the "Connect Mailchimp" button, and you'll be guided through a process to sign into your Mailchimp account.
Connected accounts can be managed from your Integrations page, and you can integrate multiple accounts!
2. Event Setup
Mailchimp settings are at the bottom of the data capture panel in your preset settings. These integration settings do not appear in the app at this time.
Mailchimp must be enabled on a preset-by-preset basis. You'll be able to choose the Mailchimp account and audience you want your data sent to while enabling your other data capture options for each event.
Fields You Can Sync To Mailchimp
Any of the standard data capture fields can sync to new contacts. This includes email address, phone number, first name, last name, date of birth, postal code or phone number.
Syncing dates of birth requires an additional step in your settings. Configure these by starting with the "settings" dropdown menu from your audience settings. Choose the "Audience fields and *|MERGE|* tags" option highlighted below.
Once within these settings, scroll to the bottom where you'll find the birthdate settings.
Ensure "BIRTHDAY" is entered in ALL CAPS and that the format reads MM/DD:
Be sure to save your changes!