If you want people who sign up for appointments in Acuity to get added to your MailChimp list, you’re in the right place. Let’s dive into how to integrate Acuity Scheduling and Mailchimp.
But first, just in case you stumbled upon this post by accident, let’s discuss why this super simple integration is a good idea:
- If you have a free, exploratory call that you offer through Acuity, how often do you close the deal? My guess is at least a few people don’t go on to book a service with you right away. The thing is, some of them just weren’t ready now, but that doesn’t mean that they might not be ready later. And if you don’t set up a way to keep in touch with them, they may have forgotten all about you by the time that they are ready to book. Solution: add them to your mailing list! Also, hint: there’s a super easy way to do this and we’re going to talk about it in a minute.
- If you’re a service provider, you likely have new services to introduce every once in a while. Or you go on vacation. Or …enter in 100 other reasons you might need to email your entire client base about a new development. Solution: send out a blast to your email list, which contains all your current clients. Again, there’s a super easy way to do this, so keep reading 🤩
How to Integrate Acuity Scheduling and MailChimp
I promise it’s super easy. Here are the steps:
- Create an intake form question for the newsletter opt-in in Acuity forms.
- Grab your MailChimp API key.
- Add your MailChimp API key to Acuity.
I’ll break all that down for you in the steps below.
Create an intake form question in Acuity
This should read something like “sign me up for news and updates” with your personal spin on it. It’s necessary because you can’t just add someone to your mailing list without them opting in legally!
You can see in the screenshot above, that the Intake Form Questions tab is in your main menu on the lefthand side when you log into Acuity. If you haven’t discovered them yet, it’s a super great way to collect information from your potential clients and clients right when they book an appointment.
Simply create a checkbox with whatever text you’d like to use to signal that people are opting in to your newsletter, ie. if they check the box, that means that they’re in! Reference the video up top if you need to see how it’s done.
Grab your MailChimp API Key
Alright, the next piece you want to get together before you actually go to integrate is your MailChimp API key. This guy is sometimes still hard for me to find (ahem, MailChimp, please put it in a better spot!).
Using my old account for reference, the API key lives in the Extras tab circled in yellow at the screenshot above. You access this page by selecting the account info circle at the bottom of your lefthand menu (see the red arrow). When you select this, you can choose either “Account” or “Profile” to get to a screen with the Extras tab.
Once there, simply click “Extras” and you’ll see the option for API Keys in the dropdown. Scroll down to copy, or create and copy, your API Key. Reference the video above for visual instructions if needed.
Add your MailChimp API to Acuity
Once you have your API Key and your Intake Form Question set up, it’s smooth sailing.
You’ll select Integrations, circled in red in the image above, and then Email Marketing, circled in yellow, in the top menu. (Note: You won’t see MailChimp on this page as you haven’t integrated it yet!).
Once you select Email Marketing, you’ll see a bunch of email marketing systems, including MailChimp. Select MailChimp, add your API key when prompted, and follow the steps. You can see exactly how this goes in the video above. And, once complete, you’ll be integrated!