Skip to main content
N
NickieNewt
October 19, 2022
Question

Mailchimp connection and subscribed contacts

  • October 19, 2022
  • 2 replies
  • 0 views

Hello,

I have connected QB to Mailchimp so that customers are updated to an audience, but how do I filter subscribers and non subscribers? I would expect a field in customer details - or is there a way of adding one...

 

Any help greatly appreciated! Thank you!

2 replies

R
RCV
October 19, 2022

Let me help you set up your QuickBooks and Mailchimp integration, NickieNewt.

 

When setting up the QuickBooks Online (QBO) and Mailchimp integration, you’ll select the audience you want your QuickBooks customer and invoice data to sync with. When the data syncs, your QuickBooks customers import new contacts for the audience. The new contacts are tagged in Mailchimp as QBO contacts which makes it easy to identify them for specific marketing efforts. To learn more about this one, find out more about Mailchimp contact types, and the importance of your Mailchimp audience.

 

To view subscribed, unsubscribed, non-subscribed, or cleaned contacts only, you’ll use the Email Marketing column in the Mailchimp app. Here's how: 

 

  1. Click Audience.
  2. Tap All contacts.
  3. If you have more than one audience, click the Current audience drop-down and choose the one you want to work with.
  4. Locate the Email Marketing column of the contact table. This column displays badges to indicate each contact's type.
  5. Click the arrow to sort your audience by contact type.

 

Here's an article you can refer to for more details about connecting QuickBooks Online and Mailchimp. For more details about Mailchimp’s marketing tools for your QuickBooks contacts, check out how to work with audience segments, how to use classic automation, and how to get started with campaigns.

 

I can assist you with other tasks and processes in QuickBooks Online. Just leave your questions or concerns here and I'll answer them.

N
NickieNewtAuthor
October 20, 2022

Thank you however that response failed to answer my question.

 

I have Mailchimp and QB connected so contacts already go to an audience.

 

Not all customers on QB have subscribed to marketing.

 

If all customers are synced to mailchimp how does mailchimp know if they are subscribers or not?

Or how do I block customers from syncing if they have opted out of marketing?

 

Thank you

Nickie

A
Ashleigh1
October 20, 2022

Hello NickieNewt, thanks for coming back to us here, so Mailchimp is a 3rd party app with its own support, you will need to reach out to Mailchimp support team who will be able to help you with any questions as we don’t support it therefore can't help you here im afraid. 

A
Anonymous
July 29, 2023

I have a bigger issue where my contacts from quickbooks goes to mailchimp, but my conatcts from mailchimp do not go to quickbooks. Any idea anyone? I have already spend 6h with quickbooks team support and 3 hours with mailchimp support.... If anyone can help... Thank you!

R
ReymondO
July 29, 2023

Thanks for joining the thread and sharing your concerns with us. Let me route you to the right support group to diagnose the problem and fix the contacts syncing issue. 

 

I can see that you've already contacted our QuickBooks Phone Support Team. To conduct a more in-depth investigation, I recommend giving them another attempt and contacting them once again. This will enable them to carry out a series of tests to validate the problem and, if needed, initiate a ticket to address the matter.

 

Here's how you can get in touch with them:
 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Click Contact US and choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

 

For further insights into QuickBooks Online and Mailchimp integrations, you might find this resource useful:  Connect QuickBooks Online and Mailchimp.

 

Please keep me informed about your progress. Ensuring that everything is resolved is my priority. Wishing you a delightful day ahead.

Terms & ConditionsAccessibility statement