This feature is a part of Yardbook’s Premium Business Package.
If you need to send mass marketing emails, we recommend using MailChimp.
MailChimp specializes in marketing emails, and has been used by millions of people and businesses since 2001.
MailChimp has a free plan that allows you to send up to 1,000 messages a month.
Once you set up your MailChimp account, you can link it to Yardbook. Our integration will help you sync all your customers from Yardbook to MailChimp with a single click.
Set up
First, navigate to the Mailchimp Integration page:
Sitemap -> Mailchimp Integration -> Sync Customer List
Then, follow the instructions here to get your API Key so that Yardbook can send your customers to your MailChimp Account. (You will need to create a brand new Mailchimp account if you don’t already have one).
Once you’ve located your API key, you can enter it on the “MailChimp API Key” field and hit “Save”.
Sync List
Once you have completed the set up process, you can choose an existing list/audience or create a brand new list/audience in Mailchimp to sync your customers to.
Archive & Unarchive in Mailchimp
If you have synced a record, and later archived it in Mailchimp, the record will no longer show up in Mailchimp. You will need to unarchive it to make it visible again.
See instructions from Mailchimp.
Filters
By default, all active customer records will be synced to Mailchimp. You can now filter your customer list by one or more customer tags, and only sync the filtered list to Mailchimp. To add a new filter, enter it in the following field.
Note: If you are entering more than one tag, you can separate them by using commas.
Important: Only Sync Subscribed Contacts
Before syncing any contacts to MailChimp, make sure that they are considered “subscribed.” This means the contact has given you explicit permission to send them marketing emails. Sending emails to unsubscribed contacts can violate email marketing laws and result in penalties.
Using Tags for Syncing Specific Customers and Targeted Emails
Tags let you choose a specific subset of customers to sync with MailChimp, giving you control over which groups receive your marketing emails.
Additionally, all tag values from your Yardbook customer records will sync to MailChimp. This allows you to create targeted email campaigns based on those tags, ensuring the right messages reach the right customers.