Leads can automatically enter and leave email marketing campaigns based on where they are in the buying process.

Integrate your sales process with MailChimp to be sure that your prospects are receiving the right messages at the right time.

Set up MailChimp

First, you’ll need a MailChimp account with at least one list.

To integrate Nutshell and MailChimp:

1. Go to the Sales automation page in your company settings
2. Click on your pipeline
3. Under the MailChimp banner, click Connect with MailChimp
4. Enter your MailChimp username and password, then click Log In

Automatically add and remove leads from lists

Your leads should be receiving different email content during the separate phases of their buying journeys. In Nutshell, you can automate when leads are added and removed from different lists. You can also overlap their subscriptions, for example you could add them to a newsletter and an onboarding drip.

To automatically subscribe leads to a list at a certain stage in your pipeline:

1. Click the + button below the MailChimp banner
2. Select yourMailChimp list from the first dropdown
3. Select the stage where the lead should be unsubscribed from the second dropdown
4. Click Save

You also have the option to keep the lead in the list forever (or until they decide to unsubscribe themselves).

Edit or delete an email marketing automation

You can make changes to the setup by clicking on the MailChimp automation. From the side panel, you can select a different list, choose to remove the lead from a list in a different stage, or delete the automation entirely.

FAQ

What happens if I add a person to a lead at a later stage than when the lead is supposed to add them to my drip campaign? 

Any new people on a lead will be automatically added to your MailChimp drip unless you add them during or after a stage that removes a lead from a specific campaign. 

Why are my contacts immediately added and unsubscribed from MailChimp lists? 

Nutshell will immediately add all contacts associated with an opened lead to the MailChimp lists in that leads pipeline. We will then unsubscribe them, immediately. Once they have reached the stage of your pipeline where you've requested they be subscribed to a campaign, we will re-subscribe them to that campaign, as they are already on the list.