It's very easy to do directly from your dashboard. You can watch our video here:
Or, follow the step-by-step instructions below.
1. Gather clients: You probably have clients in a spreadsheet, or your CRM, or Filogix. Wherever you have your new client list, find a way to get them into a spreadsheet. Make it look something like this:
(First Name, Last Name, Email)
2. Sign in to your dashboard and go to your Client List Tab:
3. Paste: copy and paste your list of new contacts from your spreadsheet into the box.
4. Then, choose the appropriate heading for each column.
Click "Add to my list". Voila, your contacts are added.
You will very quickly see a note at the top flash once added:
These contacts will automatically be added to your VIP Audience in Mailchimp.
Typically, Mailchimp will email you a confirmation.
If you need any help with this, please reach out.
Thank you!