Add a contact to Mailchimp only for new customers when an appointment is scheduled in Acuity Scheduling

■Overview

Do you manage appointments in Acuity Scheduling and customer lists in Mailchimp manually? Adding customer information to your list every time an appointment is booked is time-consuming and prone to data entry errors. This workflow automates the integration between Acuity Scheduling and Mailchimp, automatically adding contact information to Mailchimp only when a new appointment is registered for a new customer. This streamlines manual data transfer tasks, allowing you to focus on more important work.

■Who This Template Is For

• Anyone who uses Acuity Scheduling and Mailchimp and manually transfers customer information between them
• Anyone looking to eliminate manual data entry between their appointment scheduling system and email marketing tool
• Marketing team members who want to automate follow-ups after acquiring new customers and streamline their marketing activities

■Benefits of This Template

• Automatically adds contacts to Mailchimp based on appointment information in Acuity Scheduling, reducing the time spent on manual data entry
• Automated processing helps prevent human errors such as data entry mistakes and missed registrations, helping maintain accurate customer data

■Workflow Overview

1. First, connect Acuity Scheduling and Mailchimp to Yoom
2. Next, select Acuity Scheduling as the trigger and set the “Receive a webhook” action to detect updates to appointment information
3. Then, set the Acuity Scheduling “Get appointment details” action as an operation to retrieve detailed information about the customer who made the appointment
4. Next, set the Mailchimp “Search contacts” action as an operation to check whether the retrieved email address is already registered
5. Then, configure a branch so that the workflow proceeds only when no matching contact is found in Mailchimp
6. Finally, set the Mailchimp “Add contact to audience” action as an operation to add the new customer’s information to the list

※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.

■Customization Options

• You can select any Mailchimp audience (list) for adding contacts to match your environment
• You can set customer information retrieved from Acuity Scheduling, such as names and phone numbers, as variables for the contact information added to Mailchimp. You can also customize the workflow by adding specific tags

■Notes

• Connect both Acuity Scheduling and Mailchimp to Yoom.
• Branching is an operation available on the Mini plan and higher. Please note that if you are on the Free plan, the configured workflow operation will result in an error.
• Paid plans such as the Mini plan include a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.
• For instructions on configuring Acuity Scheduling webhooks, see this guide. In this workflow, set the trigger webhook URL in the “New Appointment Scheduled” field.