As business owners we’ve all heard about how important it is to keep a list of our customers’ contact information so that we can stay in touch with them. It’s simple, if we stay in front of our customers, then they’ll think about us more often and they will be more likely to work with us again… so newsletters featuring promotions and updates are necessary for any business (whether you have an online presence or not)
Saying this, there are a lot of web-based platforms that can help any business manage their email contacts… and by far, the most popular is Mailchimp, which I’ve been using for a few years. But it wasn’t until recently that I began utilizing it better by integrating it with another very important part of my online business… our invoicing software.
About 3 years ago I found Freshbooks, an online invoicing company that has simplified my Invoicing, Accounts Payables and Accounts Receivables… by using them instead of an accounting firm to do the same tasks, I’ve actually saved between $800-1,200/month! Which is huge for a small business!
Well, after using Freshbooks for a while, I realized that all of my customers’ info is right there, email & all… right in my Freshbooks account, so it got me thinking…
“Is there an easy way to integrate my Freshbooks contacts with Mailchimp Account?”
And the answer is, “Yes!”… I found these instructions for how to set up Freshbooks integration with Mailchimp on the Freshbooks Integration Page:
Click on the Get Started link to sign-up for a MailChimp account. Once you have your account, you can connect to your FreshBooks account by taking the following steps:
- Login to your MailChimp account.
- Click on the lists tab.
- On the left side of the screen, click on the orange Create New List.
- Fill in the details of your list and click the save button.
- Under your new list, click on the import link.
- In the import screen, select the FreshBooks button.
- Enter your FreshBooks URL and API Authentication Token to complete your setup.
From there it’s as easy as getting your first email formatted and sent out, so let the emailing begin!
Now wasn’t that simple?