Mailchimp integration

The Mailchimp integration with Property Shell allows you to seamlessly 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, populate them with Property Shell contacts, and run targeted marketing campaigns, all from a single connected ecosystem.

What Is the Mailchimp Integration and Why Use It?

The Property Shell + Mailchimp integration enables you to:

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

By combining your audience data, marketing channels, and analytics in one place, Mailchimp helps you:

• Streamline your marketing workflow.
• Reach your audience across email, social, and web channels.
• Track campaign performance, from first send to final sale.

Key Benefits

Getting Started with Mailchimp Integration

Step 1: Install the Integration

1. Click the three dots (⋮) in the top-right corner of Property Shell.
2. Go to Settings → Integrations.
3. Select Mailchimp and click Install.
4. Follow the prompts to connect your Mailchimp account.

Step 2: Automatically Sync Leads to Mailchimp

You can configure automatic sync rules to ensure new or updated contacts are continuously sent to Mailchimp.

1. Under Automatically Send Updates to Mailchimp, click the + button.
2. Add a name/description for this trigger.
3. Choose the record type: Lead or Purchaser/Sale.
4. Select your Mailchimp account (the one you connected earlier).
5. Choose the Mailchimp audience from the dropdown list.
6. Select which fields you’d like to send. These become Merge Tags in Mailchimp.
7. Click Save.

Step 3: Historical Sync

If you want to sync all historical contacts (not just new or updated ones):

Manual Process to Send Leads to Mailchimp

If you prefer manual control, you can send leads or purchasers to Mailchimp at any time.

1. Navigate to the Leads, Purchasers, or Partners tables in Property Shell.
2. Select the records you wish to send using the checkboxes on the left. To send all records in your filtered list, don’t tick any boxes.
3. Click the 3x3 grid icon (⋮) in the top-right corner.
4. Choose Send to Mailchimp.
5. In the pop-up window, verify the Mailchimp account and audience list are correct, then click Send to Mailchimp.

Your selected records will then be queued for sync.

Mailchimp Unsubscribe Feature

Property Shell and Mailchimp maintain two-way unsubscribe sync to keep your mailing lists compliant.

Uninstalling the Integration

To disconnect or uninstall:

1. Go to Settings → Integrations → Mailchimp.
2. Click the X (Remove) button next to the Mailchimp account.

This will fully disconnect Mailchimp from Property Shell.

Mailchimp Sync Timing

The sync between Property Shell and Mailchimp occurs approximately every 5 hours.

Viewing Mailchimp Activity in Property Shell

One of the biggest advantages of this integration is the ability to see Mailchimp activities directly within Property Shell.

You can track:

• Which EDM campaigns were sent
• Whether emails were opened
• If any links were clicked

These interactions are displayed on each Lead or Purchaser’s activity timeline, providing full visibility into engagement.

Automated Journeys (Mailchimp Limitation)

Benefits for Sales Teams

The integration offers measurable value to sales teams by:

• Identifying engaged leads: instantly see who opened or clicked campaign emails.
• Prioritising follow-ups: focus on prospects showing active interest.
• Gaining insights: understand contact behaviour to tailor communication and boost conversions.

Summary

By integrating Mailchimp with Property Shell, you can:

• ✅ Streamline your marketing and CRM processes.
• ✅ Sync contacts seamlessly between platforms.
• ✅ Track campaign performance within Property Shell.
• ✅ Build more effective, data-driven marketing campaigns.