Mailchimp

Screen_Shot_2020-03-04_at_9.30.26_AM.pngSend information about your Calendly invitees to Mailchimp when you connect it to Calendly.

For each event type, automatically add invitees to a Mailchimp audience. Associate one or more tags with the event's invitees, then use that information to automate tasks such as sending followup emails and other activities.

Automate a marketing campaign

When you book, cancel, or reschedule a Calendly meeting, we will pass these events to your contact's activity feed:

  • Booked-calendly-meeting
  • Canceled-calendly meeting
  • Rescheduled-calendly-meeting 

You can use these events for behavioral targeting which will let you create and send campaigns to a segment, or trigger an automated email.

Important note about GDPR

Please ensure that your invitees grant consent to receive emails from you before you add them to a Mailchimp audience. Once your invitees opt-in, we add them to Mailchimp audiences as subscribers.

If your invitees are in General Data Protection Regulations (GDPR) countries, we add them to Mailchimp as "transactional contacts" (who only receive messages about orders, shipments, test messages, etc.) and ask them to opt-in to future emails.

 

SEE THESE PROCEDURES

To integrate Calendly with Mailchimp 
To set up rules for Mailchimp 
To disconnect Calendly and Mailchimp
Troubleshooting tips

To integrate Calendly with Mailchimp

Before you begin, you'll need:
  • Calendly Pro account with admin privileges
  • Mailchimp free or paid account with admin privileges
  1. At the top of any Calendly page select Integrations.
  2. Select Mailchimp.
  3. Select Connect Mailchimp.
  4. Log into Mailchimp (follow the instructions that appear).
    See a confirmation appear at the top of the screen that indicates your Mailchimp account is connected to Calendly.

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To set up rules for Mailchimp

  1. At the top of any Calendly page select Integrations.
  2. Select Mailchimp.
  3. For the desired event type, select Create a Rule.
  4. At When someone schedules with the event type, select the type of event.
  5. Select the audience you want to add invitee information to.
  6. (Optional) Select one or more tags to associate with invitees.
  7. Select Save.
      

To disconnect Calendly and Mailchimp

Note: if you disconnect Mailchimp, the rules you create in Calendly will be deleted.

  1. At the top of any Calendly page select Integrations.
  2. Select Mailchimp.
  3. Select Disconnect, then Disconnect to confirm.

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Troubleshooting tips

  • If you try to sync a Calendly contact with one in Mailchimp that was unsubscribed in your email marketing, you can ask Mailchimp to resubscribe the contact. For more information, see Mailchimp's Resubscribe a Contact article.
  • If your contact wasn't added in Mailchimp, Mailchimp may not have recognized the contact's email as a valid email. For more information, see Mailchimp's About Fake Signups article.
  • If you use merge tags to insert contacts into Mailchimp campaigns and the tags aren't being replaced with the right content, make sure your tags are properly mapped. Calendly doesn't validate merge fields. For more information, see Mailchimp's Troubleshooting Merge Tags article.

 

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