How to export Tags to Mailchimp
Using tags is a great way to organise and manage your contact lists in Mailchimp.
Once connected to Mailchimp, you can add tags to contacts in Mailchimp from across various views in WriteUpp. For example, if you wanted to add a tag to all contacts in mailchimp who are on your Waiting list in WriteUpp, you can do this!
To add tags to contacts from within WriteUpp:
- Head to the view you would like to export tags from. The views you can use to do this are the Activity, Caseload and Client views, as well as the Recall list and any other lists you have created in WriteUpp.
- Click the Export dropdown at the bottom of the chosen view.
- From the dropdown menu, select Mailchimp:
- This will open the ‘Mailchimp Export’ modal. You will see that the selected audience is the default - this cannot be edited in the modal (tags will only be added to contacts who appear in this audience in Mailchimp):
- In the textbox, enter all the tags you would like to add to the contacts on the list. You can add multiple tags.
- Once you are happy with the tags you have created, click the Add Tags button. This will start the export of the tags to Mailchimp.
- Once the export is complete, head to your Mailchimp account and you will see the tag(s) you created added to all the contacts listed on the exported view.
Updated on: 16/07/2024
Thank you!