How do I export my customers to MailChimp?

#1 Sign up and log in to MailChimp

#2 Set up your API keys

#3 Create an Audience

Log into your MailChimp account and navigate to Audience in the left sidebar > Audience dashboard (here is the link).

Click on "Create Audience" button in the upper right > add your business details:

When an audience has been created, click the "Manage Audience" dropdown on the right side > then "Audience Settings":


Click the copy-clipboard button next to the Audience ID:




Copy this audience ID into your CleanerPlanner account > Settings > Integrations > MailChimp > List ID:

Save your settings to close out.


#4 Sync Customers to MailChimp

  1. Go to the Customers tab
  2. Click on "Update Mailchimp"

  • Note that only customers with email addresses will be imported, since MailChimp relies on that to email your customers
  • Key customer information like the job status, round name, etc. is loaded into MailChimp so that you can filter to the audience that you want

#5 Set up Email Campaigns and Surveys

MailChimp has extensive documentation on setting up various types of email campaigns, surveys, sign-up forms etc. As an example, here is the setup for a simple email campaign: https://mailchimp.com/help/create-a-regular-email-campaign/


Go to your admin dashboard in Mailchimp and click on "Create":

You can now select your desired email campaign:


Once you've filled out the email template, hit Send to distribute to your customers!


Note: Please be sure to comply with any GDPR requirements with targeting customers in email campaigns.

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