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

Activation instructions

1

Head to Manage > Apps > Mailchimp in Help Scout. Click on the Install App button in the left sidebar.

2

Sign in to your Mailchimp account to authorize Help Scout. Enter your credentials and click on the Log In button.

3

Back in Help Scout select the Inboxes in which you want the Mailchimp sidebar to appear. 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.
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