How to Add Leads/People from ProsperWorks to a MailChimp List

Once you have connected your MailChimp account to ProsperWorks, you can add Leads and People to your existing MailChimp Lists. 

Important: This integration is only available for ProsperWorks Professional Plan and ProsperWork Business Plans. If you are currently subscribed to ProsperWorks Basic Plan, you must upgrade to enjoy this feature.

How to add multiple Leads/People from ProsperWorks to a MailChimp List

 

1 - Navigate to the list view of Leads/People

2- Select the records you would like to add to a MailChimp

3 - Click on the more icon in the bulk actions menu

4 - Select Add to MailChimp from the dropdown menu

5 - Check the checkbox next to the desired MailChimp List 

6 - Click Subscribe

 

How do I know which MailChimp List(s) and Campaign(s) a Lead/Person has been added to?

You can see this is the MailChimp section under the Related tab on the preview pane and well as in the MailChimp section in the lower right section of the full details page:

 

 

 

 

Take a look at this video on the ProsperWorks - MailChimp Integration!  

 

If you have more questions about using ProsperWorks, check out our helpful Resource Section!

For further help or comments, head over to our Community Section!

 

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