Articles on: Patient Communication

How do I export to Mailchimp?

Exporting client details to Mailchimp is very straightforward. Just follow these steps:

In WriteUpp

Go to Tools -> Data Export (from the burger menu, top-left)

Click on the Patient tab and choose either the By First Name or By Surname tabs (to see a full list of your patients)

Scroll to the bottom of the page and click on "Export to CSV"

In Mailchimp

Login to Mailchimp

Click on Audience

Click on Manage Audience and choose Import Contacts

From here you have a couple of options. You can either import the CSV file you exported from WriteUpp directly into Mailchimp, or use the copy and paste option to manually copy the information from the CSV file and paste it into Mailchimp. You can also use these options to import information you might have saved from other sources as well

Each time you want to update your Mailchimp list you can go through this process as Mailchimp automatically de-duplicates your data and will exclude any clients that have clicked on unsubscribe previously.

Updated on: 20/06/2022

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