Add a contact to Mailchimp when an appointment is scheduled in Acuity Scheduling
Launch this workflow to connect
Acuity Scheduling &
Mailchimp
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■Overview
Are you manually adding appointment details from Acuity Scheduling to Mailchimp? This not only takes time but can also lead to human errors, such as incorrect email addresses or missed registrations. With this workflow, contact information is automatically added to Mailchimp whenever a new appointment is registered in Acuity Scheduling, helping you resolve these challenges smoothly.
■Who This Template Is For
- Anyone who uses both Acuity Scheduling and Mailchimp and manages customer lists manually
- Marketing and sales teams looking to streamline follow-up emails and other communications with people who book appointments
- Anyone who wants to eliminate manual transcription errors and keep customer information up to date
■Benefits of This Template
- Contacts are automatically added to Mailchimp when an appointment is registered in Acuity Scheduling, reducing the time previously spent on manual tasks.
- Eliminating manual data entry helps reduce the risk of human errors, such as incorrect information or missed registrations.
■Flow Bot Workflow
- First, connect Acuity Scheduling and Mailchimp with Yoom.
- Next, select Acuity Scheduling as the trigger and set the action to “When a webhook is received.”
- Then, set the Acuity Scheduling operation to “Retrieve appointment details” to retrieve the registered appointment information.
- Finally, set the Mailchimp operation to “Add contact to audience” to add the contact to an audience based on the retrieved information.
※ “Trigger”: An action that initiates the flow. “Operation”: An action that processes information within the flow after the trigger starts.
■Customizing This Workflow
- When adding a contact to Mailchimp, set the Acuity Scheduling appointment information retrieved in the previous step, such as the name and email address, as variables in the desired Mailchimp fields.
- If you want to add information shared by all contacts, such as a tag identifying participants in a specific campaign, you can also set a fixed value.
- With the Acuity Scheduling trigger “When a webhook is received,” you can configure the trigger to start when a specific event occurs. In this workflow, it is set to start when an appointment is registered.
■Notes
- Connect both Acuity Scheduling and Mailchimp with Yoom.
- For instructions on configuring Acuity Scheduling webhooks, see this guide. In this workflow, set the trigger webhook URL in the “Appointment Canceled” field.
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