SimpleClinic integrates with MailerLite so that any new patients that are created are sent directly to your email list in MailerLite.
For existing patients, you will need to run a New Client report from Report Centre and upload into MailerLite. Click here.
PLEASE NOTE BEFORE YOU CONNECT:
If you signed up to MailerLite Classic before the 15th March 2022 you will need move to a MailerLite account as MailerLite Classic is no longer supported.
Step 1 - Get your API key from MailerLite
Note: MailerLite may change their dashboard at any time and instructions to get your MailerLite API may differ. Please refer to MailerLite help pages for more support.
- In MailerLite go to Integrations in the left had menu
- Under Integrations -> MailerLite API -> Click Use next to API
- Select Generate new token
- Enter the Name of your token (e.g. SimpleClinic) -> ensure you have selected 'All IP's allowed' -> read and understand the API requirements -> Click Create token
Step 2 - Enter the API into SimpleClinic
To setup the MailerLite integration, go to Business Setup -> Integrations -> MailerLite -> Connect -> Copy in your API key from MailerLite -> OK
Step 3 - Configure the List ID
Select Configure -> Choose the List ID from the dropdown menu. The List ID needs to be created in MailerLite first for it to show here. This will be the mailing list you want new clients to be saved into.
Please note: Only 1 ListID can be selected, and all patients will be added to this list. Any further sub groups will need to be created and managed in MailerLite. If you change the List ID, you will need to disconnect and reconnect MailerLite to SimpleClinic.
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.
Ensure to select SAVE.
