Use the Mailchimp integration

Overview

Cin7 Omni can synchronize contact data with Mailchimp. It works in the following way:

It searches for contacts with email addresses that have been subscribed to in Cin7 Omni.
Checks to see if these email addresses exist in the specified Mailchimp list.
If the email address does not exist on the list, add a new contact to this list.
Unsubscribes in Cin7 Omni any contacts that have unsubscribed in Mailchimp since the last update.

For the integration to work the contact must have an email address assigned to them.

Subscribe contacts with Cin7 Omni

There are two ways to subscribe contacts to a mailing list using Cin7 Omni: Using the POS, and using the Mailchimp Partner List.

Use the POS

Upon checkout, it is possible to subscribe the customer to your specified mailing list.

POS Configuration

To use this feature you must first make a change in the POS General Settings by setting "Close the print dialogue after printing" to No

To subscribe a POS customer to a list:

Make a sale in the POS as usual.
If the POS has been configured correctly, after payment has been processed you will be taken to a screen that will provide the option to either print the receipt or email the receipt.
Enter the email address in the Email field, fill out the First Name field and, if the customer agrees, check Join Newsletter
Select Email.
The customer will be emailed a receipt and they will be subscribed to the mailing list when Cin7 Omni is synced with Mailchimp (see below).

Use the Mailchimp partner list

You can subscribe individual contacts to a list from the Mailchimp Partner module. To do this:

From the left navigation, select Integrations, then Mailchimp.
Select List.
The following list shows all contacts with email addresses in your CRM. Those that have the subscribed column checked are subscribed.
Search for an individual contact and check the subscribed column to subscribe that contact to a list.
The contact will be subscribed to the mailing list when Cin7 Omni is synced with Mailchimp (see below).

Pre-Existing Contacts

If you want to subscribe multiple contacts to a mailing list (e.g., adding a new Mailchimp account to a pre-existing Cin7 Omni account), it may be easier to export contacts from Cin7 Omni and import them into Mailchimp.

Sync contacts

Once you have subscribed contacts, all that remains is to sync with Mailchimp:

From the left navigation, select Integrations, then Mailchimp.
Select the Sync button.
All contacts will be synced.