How Clients Sync with Mailchimp Updated September 28, 2023 14:24

What is the Mailchimp integration?

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The Mailchimp integration is available on select plans.

With the Mailchimp integration, your clients sync one-way from Jobber into Mailchimp as an audience. Mailchimp can be used to manage your online marketing as well as postcard marketing. You can create and send email campaigns and manage the recipients. 

Learn more about what Mailchimp does and how to connect your Mailchimp account to Jobber.

Audience

If you are using a Mailchimp account on their free plan, you are allotted one audience which is created by default when you create your Mailchimp account. Since Jobber also creates an audience in Mailchimp, you will need to delete the default audience before your Jobber clients can sync into Mailchimp. In Mailchimp, navigate to your audience dashboard or use the link below to access it.

To delete an audience in Mailchimp, start from the Audience Dashboard which can be accessed from the link above. Then in the top right of that page, click Manage Audience > View Audience. One thing to note is that if you've recently sent an email or published a webpage connected to this audience, Mailchimp will prevent you from deleting it for 7 days. This is a measure that Mailchimp uses to ensure delivery and gather data for reports.

This is where you can view your existing audience. To delete it, check the box next to the audience name. Once the box is checked, a delete button will appear. Click Delete. 

Contacts

An audience in Mailchimp is made up of contacts, which are your clients in Jobber. All clients from Jobber are synced to Mailchimp, including archived clients. When you add a new client or edit an existing client in Jobber these updates are flagged to sync over to Mailchimp. There is a two-minute delay from when a client is updated to when the client syncs. That way if there is a mistake on the client, you can quickly fix it before it syncs. You can also run a sync manually by going to the App Marketplace > Mailchimp. On the bottom right corner of this page, there is an option to sync your clients to Mailchimp. 

In Mailchimp, the Audience page will show how many contacts make up your audience, and how many of those contacts are subscribed to your email marketing. To see which contacts make up this audience, click View Contacts.

Your contacts in Mailchimp are based on email address. This means that if you change the client's email address in Jobber, it will create a new contact in Mailchimp. However, the new client will show as a subscribed contact while the contact with the old email address will become unsubscribed. You can see if a contact is subscribed or not from the email marketing column from the Manage Contacts page.

Contacts can also be further divided into Segments to better target certain groups of people. Mailchimp defines segment in two ways, both as a noun and a verb: to segment is to take the action of filtering and dividing similar contacts. The resulting list of contacts is also called a segment.

When creating a new segment, you can set condition for the contacts that appear in that segment.

Contact profile

From the Manage Contacts page, if you click on a contact you can view a profile of their information.   

This page shows:

• Notes: this is where you can add an internal note that displayed on this contact in Mailchimp. This notes field is separate from your internal notes field in Jobber.
• Activity Feed: this shows the most recent 50 events for this member. This is where you will see opens, clicks, and unsubscribes
• Tags: The client tags sync from your Jobber account to this same person in Mailchimp when the client first syncs to Mailchimp.
  
  • Note: If new tags are added to the client in Jobber, they will sync to Mailchimp when an edit to the client is made. Tags removed from the Jobber client will remain on the client in Mailchimp, however they can be removed from Mailchimp manually or via CSV export/import.
• Open & Click rates: for emails sent through Mailchimp, they track the open rate and the click rate. The open rate is a percentage that tells you how many successfully delivered campaigns were opened by subscribers. The click rate is a percentage that tells you how many successfully delivered campaigns registered at least one click.
• Profile Information
  • Email: The email address syncs from Jobber and is what the contact is based on in Mailchimp.
    • Note: Updating a client's email address in Jobber won't update it in Mailchimp, but will create a new contact instead. 
  • Address: This is the billing address from Jobber.
    • Note: The address will only sync when every field for the billing address is filled out including zip code and country.
  • Phone Number: The phone number does not sync from Jobber, so this field will likely appear blank unless you have added one in Mailchimp.
  • Last Visit: This field syncs from Jobber and shows when the last visit for this client was completed.
  • Client hub URL: This is the unique URL that your client can use to access the Client hub.
  • Booking request URL: This is the unique URL that your client can use to access your booking request
• Other: This is where you can see other details such as language, location, favorite email client, preferred email format, and when the client was last updated.

Note: This is a one-way sync, so if you edit the contact's personal information this is something that you will need to maintain by editing in both Jobber and Mailchimp. Changes made in Mailchimp won't sync back to Jobber.

Merge tags

Some of the information from your Jobber account can be used as Merge Tags in Mailchimp when you are composing an email campaign. This is similar to variables in Jobber, where you can use them to input information custom to the client in your templates.

These are the merge tags that will populate information from Jobber:

• First Name: *|FNAME|*
• Last Name: *|LNAME|*
• Company Name: *|CNAME|*
• Address: *|ADDRESS|*
• Last completed visit date: *|LASTVISIT|*
• Link to Client hub: *|CLIENTHUB|*
• Link to booking request: *|BOOKREQST|*
• is Lead?: *|ISLEAD|*

How to create an email campaign

In this video, one of our product coaches Ronen pulls together all the different aspects of the Jobber and Mailchimp sync and walks you through how to create an email campaign in Mailchimp.

Mailchimp sync settings

While clients do sync automatically with Mailchimp, you can monitor their sync status from the Gear Icon > Settings > Connected Apps > Mailchimp.  On this page there are three stages clients can be in when syncing to Mailchimp. 

• Clients that could not be synced –  these are clients that tried to sync but came back with an error. The error is displayed in this section and will need to be corrected before the client will sync to Mailchimp.
• Clients waiting to be synced – these are clients that have not yet synced yet. Something might be holding them up from syncing such as not having a valid email address. 
  • Note: Clients who have a field that we don't sync with Mailchimp updated (such as a custom field) might appear in this section until another field that we do sync is edited (such as a first or last name).
• Clients synced with Mailchimp – these are clients that have successfully synced to Mailchimp.

You can also manually run a sync from the Sync Account button in the bottom right corner of the Mailchimp settings page.