Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to add Contacts to a MailChimp list in Clio Grow?

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Go to the Integrations tab in your Settings
  2. Connect your Mailchimp account if you have not done so already
  3. Click Add a new email list
  4. Select which email list you want to connect to
  5. Create rules for which contacts should be connected to this list through Contact Type and Tag parameters
  6. If appropriate, click "Add all existing contacts with these settings to this list"
  7. Click Connect Email List to save changes

 

Once the list is set up, new Contacts will be automatically added to the email list provided that they meet the parameters. They also have to fit these two criteria:

  • Must have an email address
  • Must be a person-type contact (Company contacts do not get added to MailChimp lists)

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality