SimpleClinic integrates with MailChimp so that any new patients created are sent directly to your email list in MailChimp.

For existing patients, you will need to run a New Client report from Report Centre and upload into MailChimp. Click here. 

Step 1: To setup the MailChimp integration, go to Business Setup -> Integrations -> MailChimp -> Select Connect -> Login to your MailChimp account

After logging in, you will be redirected back to the integrations page.

Step 2: Select Configure -> Choose the List ID from the dropdown menu. The List ID will be what mailing list you want new clients to be sent to.

Step 3: Add additional fields: By default, SimpleClinic will only automatically map the email address. If desired, you will need to map the patient first name and the patient last name to the FNAME and LNAME merge tags.  If you have defined additional merge tags in MailChimp, you can map other patient data to these fields. A full list of MailChimp merge tags can be found here.

Save the changes to the email settings by clicking SAVE.