Mailchimp Integration

Automatic Client Sync

• In the Shortcuts Cloud go to Menu > Business Settings > Connection Settings to configure your site
• Once connected, your Shortcuts client list syncs automatically with MailChimp as a list of contacts.
• To view your contacts:
  1. Navigate to Audience in MailChimp.
  2. Select View Contacts to see clients uploaded from Shortcuts.

Targeted Campaigns with Segments

• Segments allow you to target your audience based on specific criteria, such as:
  • Gender.
  • Future appointments.
• To view or create segments:
  1. Go to Manage Contacts.
  2. Select Segments.
• These segments are available when setting up campaigns, enabling personalized and effective communication.

Tags for Multi-Location Businesses

• If your business operates across multiple locations:
  • Tags are created for each site, allowing you to target clients based on the last location they visited.
  • Each client’s record is unique and associated with the location where their details were last updated.
• To view tags:
  1. Go to Manage Contacts.
  2. Select Tags.

Audience Fields and Merge Tags

• Found in Settings, these features enhance personalization:
  • Audience fields (e.g., last visit date) can trigger automated campaigns.
  • Merge tags (e.g., first name, last name) allow personalized content in emails.
• These fields sync directly from Shortcuts, simplifying your campaign setup.

Pre-Built Campaign Templates

• Shortcuts provides a range of one-off campaign templates for occasions like:
  • Mother’s Day, Father’s Day, and Valentine’s Day.
• To access templates, find them in the Templates section of MailChimp.
• Additional imagery for campaigns is available in the Content section.

Maximizing Your Integration

• Use synced data and tags to create highly targeted and personalized campaigns.
• Leverage pre-built templates and images to save time while maintaining a professional appearance.