Manage Mailchimp Lists

Subscribe clients into your MailChimp Lists.

• Find the Client's case.
• Go into the Client Tab of the case.

• Navigate to the Contact Details dropdown and click Edit.
• Next, confirm that the correct email address is listed under "email 1" and click Save.

• Click on the dropdown menu next to the case status.
• Select Manage MailChimp Lists.

• Select the MailChimp List the firm would like to subscribe the client under. 
• Click Submit.

• The client has now been subscribed to the selected MailChimp List. 

NOTE: MailChimp List must be created in your MailChimp account directly.