Property Shell's Mailchimp Integration: A Comprehensive Guide

The Mailchimp integration with Property Shell empowers you to efficiently manage your marketing campaigns by syncing your leads and purchaser contacts directly with Mailchimp audiences. This integration enables you to create subscriber lists in Mailchimp and add people from Property Shell, streamlining your email marketing efforts.

What is Mailchimp Integration and Why Use It?

Mailchimp integration allows you to:

• Send leads and purchaser contacts from Property Shell to Mailchimp for bulk mail (EDM) and marketing campaigns.
• Create targeted subscriber lists in Mailchimp and populate them with contacts from Property Shell.

By bringing your audience data, marketing channels, and insights together, Mailchimp helps you achieve your marketing goals faster. You can promote your business across email, social media, landing pages, postcards, and more—all from a single platform.

Key Benefits of Mailchimp Integration

1. Seamless Data Sync: Keep your lead and purchaser data synchronised in real-time between Property Shell and Mailchimp.
2. Comprehensive Visibility: Track campaign interactions, such as emails sent, opened, or clicked, directly in Property Shell.
3. Efficient Campaign Management: Easily manage your marketing campaigns and subscriber lists from a single platform.
4. Improved Audience Engagement: Utilise Mailchimp’s tools to create engaging email campaigns and reach your audience more effectively.

Getting Started with Mailchimp Integration

Follow these steps to set up and use Mailchimp integration with Property Shell:

Installing the Integration

1. Access Settings

   • On the upper right part of the page, click the three dots.
   • Select "Settings."
   • Select "Integrations."

2. Install Mailchimp

   • Click on "Mailchimp."
   • Click "Install" and follow the prompts.

Automatically Sync Leads to Mailchimp

1. Setup Automatic Sync

   • Under "Automatically Send Updates to Mailchimp" click the + button on the far right.
   • Provide a name/description for this trigger.
   • Select the record type: "Lead" for leads or "Purchaser/Sale."
   • Choose the Mailchimp account (typically the email you synced with Mailchimp).
   • Select the Mailchimp audience from the drop-down.
   • Choose which fields to send to Mailchimp (these will be created as Merge Tags fields in Mailchimp).
   • Save the settings (this will only apply to future changes in Property Shell).
   • *Please note that we recommend to create an audience for leads and an audience for Purchasers on Mailchimp.*
2. Historical Sync
   • For a full historical sync, email [email protected] and the support team will run the sync for you.

Manual Process to Send Leads to Mailchimp

1. Navigate to Leads

   • Go to the leads, purchasers, or partner pages within Property Shell.
   • Select the leads you want to send to Mailchimp using the checkboxes on the left side of the list.

2. Send to Mailchimp

   • Click the "Send To Mailchimp" link under the 3x3 grid icon at the top right of the page.
   • You can either select specific leads using the checkboxes or send all filtered results in the table.

3. Queue Leads for Sync

   • A pop-up box will appear - Please check the information to make sure its the correct account and audience list
   • Click "Send to Mailchimp," at the bottom and your leads will be queued for transfer to Mailchimp.
     

Mailchimp Unsubscribe Feature

• Automatic Unsubscribe: If a lead unsubscribes from Mailchimp, they will automatically be unsubscribed in Property Shell.
• Manual Unsubscribe: If you unsubscribe a lead in Property Shell, their subscription status will also be updated in Mailchimp. Follow the steps in this guide. to find out more about unsubscribing.  

Uninstalling Mailchimp Integration

To disconnect or uninstall the integration, click the cross (X) button against the account in the integrations section.

Mailchimp Sync Timings with Property Shell

The sync timing between Property Shell and Mailchimp is approximately 5 hours. The reason for this is due to thousands of leads and their interactions being synced at the same time can take a while. This ensures a thorough synchronisation of activities and data between the two platforms.

MailChimp Lead Activity

Viewing Mailchimp Activities in Property Shell

One of the key benefits of the Mailchimp integration is the ability to view all Mailchimp activities directly within Property Shell. This includes seeing which EDM emails were sent, whether they were opened, and if any links were clicked. These activities are logged in the activity timelines of your leads and purchasers in Property Shell.

Automated Journeys

Please note that automated journey emails cannot be synced to Property Shell. MailChimp activities relating to journey emails are completely excluded from MailChimp's API spec, and this is why they don't show up in Property Shell because we can't get this the regular way we retrieve activities. 

Benefits for Sales Teams

This detailed activity tracking helps sales teams by:

• Identifying which leads are most engaged with your email campaigns.
• Prioritising follow-ups with leads who have shown interest by opening emails or clicking links.
• Gaining insights into lead behavior to tailor future communications and improve conversion rates.

By integrating Mailchimp with Property Shell, you streamline your marketing processes, enhance audience engagement, and gain comprehensive insights into your campaign performance. Implement this integration today to take your marketing efforts to the next level.