Daylite + MailChimp Integrations

Daylite is a software product with features such as calendaring, time and billing tracking, and contact management. This software is used by consultants and service professionals to manage their jobs and schedules, generate invoices and reports, and stay organized. Daylite offers the ability to sync with many third-party applications such as Google Calendar, Microsoft Outlook, Salesforce, and others.

MailChimp is a marketing automation top that helps businesses create newsletters and manage their email lists. With MailChimp, business owners can design and send emails through a wide variety of devices and platforms such as the web, mobile phones, iPads, and more. MailChimp also allows users to build and manage their email lists and track email opens and click-throughs. MailChimp integrates with multiple third-party applications such as WordPress, Daylite, HubSpot, and more.

In order to integrate Daylite and MailChimp, users need to first set up their accounts in both systems. To begin this process, users must first enter the username and password of their Daylite account on the MailChimp login page. Next, users will be prompted to provide the hosting address of their Daylite website on the MailChimp settings page. Finally, users can send a test email from a contact in their Daylite account using the “Send a Test Email” link at the bottom of the screen under “Manage Lists.” This process is illustrated below:

Benefits of Integration of Daylite and MailChimp

An integration between Daylite and MailChimp greatly increases the functionality of each platform. In day-to-day use of Daylite, users can automatically create a contact record in MailChimp for every contact they add to their Daylite contacts list or calendar. Additionally, if a user adds a new contact through a pop-up window within a Daylite dashboard view, a new contact record will be created in MailChimp. When a contact has been added to a Daylite calendar event, the contact’s name will also appear in the email subject line. This way, when users send an email through MailChimp to their Daylite contacts, recipients will know who the email is about without even opening it. When sending out an email through MailChimp, users can select contacts from their Daylite contact list. If only one contact is selected, the message will be sent to just that person; however, if multiple contacts are selected then all recipients will receive the same email simultaneously. Furthermore, if no contacts are selected then all recipients will receive an email with no subject line or header information. This process is illustrated below:

By integrating Daylite with MailChimp, users can benefit from easier access to contacts through both platforms. Integrated users can select contacts directly from their Daylite contacts list when sending out emails through MailChimp. Integrating these two platforms also makes it easier for users to create new contacts in either system since they can use any method (i.e., adding a new contact in the calendar view or adding a new contact through a pop-up window. to create a contact record in one system that will be automatically generated into the other system.

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