Guide on How to Integrate Coworkify to Mailchimp

In partnership with Mailchimp, Coworkify has released a new feature where space owners can manage their email campaigns efficiently.

To integrate Mailchimp, Space Owners should follow these steps:

  1. Create an account at Mailchimp - https://mailchimp.com

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  2. Fill in the following fields with the necessary information such as the email address, username, and your Mailchimp password. Then click “Get Started”.

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  3. Check your inbox for Mailchimp confirmation email. Click “Activate Account” to complete the registration process.
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  4. Once activated, the browser will lead you to “Plan Selection” page to choose a specific Plan you want to subscribe. 
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  5. Then, you can now set-up your account on a step by step process as required by Mailchimp.

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  6. Once the process is completed, you can now get started in using Mailchimp.
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    Here are the steps on how to retrieve your Mailchimp API key:

    1. Log in to Mailchimp - https://mailchimp.com

    2. Go to your Profile by clicking the drop down arrow under your Account.
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    3. 
    Under Profile, click on “Extras” tab and choose “API Key”.

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    4. 
    To generate your Mailchimp API Key, here is a Help Doc to guide you: How to Generate your API Key

    5. Once you have created an API Key, copy the API Key and go to Coworkify.

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    6. Log in to your Coworkify account, Navigate to ‘Settings’ and click on ‘Integration’ on the left side of the bar.
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    Note: You won’t be able to post your API Key unless you tick check inside the box.

    7. Paste the API Key and click “Connect Mailchimp”

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    A box will pop-up to confirm you want to integrate the API Key, select “OK”

    8. After confirming it, another box will pop-up for you to select a specific “Audience List” and click “Enable”. Once you have enabled it, the list of your Coworkify members will sync successfully to the Audience List you have selected. 

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    Here is a Help Doc on how to Create a Mailchimp Audience:
    How to Create a Mailchimp Audience

 

After successfully integrating Coworkify to Mailchimp, the following scenarios are expected to happen while the integration is Active:

  1. Existing members are successfully added to the Email List
  2. Newly added members are automatically added to your Email List
  3. Automatically unsubscribed members that cancel from a Space or disabled by the space owner.

Coworkify users need to re-integrate their Mailchimp API Key if:

  1. Coworkify Integration is not updated or;
  2. The space owner change the API Key to its Mailchimp Account

To reintegrate, just retrieve the key from your Mailchimp account and follow the same process above. 

 

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