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

Available for the Professional, Business and Trial customers.


0 - Connect your MailChimp account to ProsperWorks using instructions here

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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