Mailchimp and Clio

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Mailchimp’s marketing platform works around the clock as your personal marketer, helping you find your clients, grow your business, and get smarter as you go.

Set up Mailchimp in Clio

  1. Go to App Integrations.
  2. Search for Mailchimp.
  3. Click the MailChimp icon and then select Get started.
  4. Enter your MailChimp sign in credentials and wait for the integrations page to reload. Once done, follow the steps below to add a new email list in Clio Grow.

 

Add new email lists

Note: Clio Grow "email lists" are called an "Audience" in Mailchimp.

Follow these steps to add a new email list in Mailchimp:

  1. From within Mailchimp, click Audience.
  2. Click Audience dashboard.
  3. Click the Current audience dropdown and choose View audiences.
  4. Click Create Audience.
  5. In the confirmation box, click Create Audience.
  6. Enter the details in the fields provided.

 

Uninstall Mailchimp

PC Mac
  1. Open the Start menu on your PC.
  2. Go to Settings > System > Apps & features.
  3. Select the app.
  4. Click Uninstall.

 

Contact Mailchimp support

For further inquiries about Mailchimp, contact their support.

 

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