Connect Help Scout and Mailchimp to See List Subscriptions in the Sidebar
Mailchimp is an email marketing service used by companies large and small all over the world. Their product has everything your business needs to manage an email newsletter, and they give you great reporting along the way.
The Help Scout App pulls everything you need to know from the customer's Mailchimp profile right into the sidebar. You can see what lists they are subscribed to, add them to or unsubscribe them from a list, and open their Mailchimp profile in a click. Important to note, when you unsubscribe a customer from a mailing list, it works as if the customer has unsubscribed themselves.
Head to Manage > Apps > Mailchimp in Help Scout. Click on the blue Install App button in the left sidebar.
You'll then be prompted to sign in to your Mailchimp account to authorize Help Scout. Enter your credentials and click on the Log In button.
You'll be directed back to the app page in Help Scout, where you can select the mailboxes you'd like the Mailchimp integration to show up in. Once you've selected them, click Save. You're done!
A couple of notes:
- It is only possible to link one Mailchimp account per Help Scout account.
- The email address is the only data sent over to Mailchimp when you subscribe a customer from the Help Scout sidebar. Make sure that you do not have any other fields (name, address, or phone) set as required at Mailchimp to use the sidebar subscribe.