MailChimp is a powerful email marketing service, specifically designed for large marketing email blasts and newsletters.

LeadSimple does not currently support sending large email blasts, because we use your connected email accounts to send email. Trying to send large email blasts through your email account can cause spam complaints and email throttling issues, keeping your emails from going out and possibly causing your email domain to be marked as spam.

So, we offer a direct integration with MailChimp, allowing you to:

You will need to create a MailChimp account. They offer a free plan for up to 500 contacts and 2500 email sends a month, as well as paid plans which allow for more contacts and email sends.

Once you've created your MailChimp account, you need to connect the two accounts. Log into your LeadSimple account and navigate to the Integrations page under Settings in the lefthand sidebar.

Then click "MailChimp" on the integrations page.

Then, click "Connect MailChimp Account". This will open the MailChimp login page.

Log into your MailChimp account on the login page that appears.

You will then be redirected to the MailChimp integration page in LeadSimple, where you can select which pipelines to sync into MailChimp.

The next step is to select which pipeline(s) you want to sync into MailChimp.

Note that:

Note that this is a one-way push. It is not possible to sync contacts from MailChimp to LeadSimple. That can be done by exporting the list from MailChimp and importing it into LeadSimple.

Now that your contacts are synced into MailChimp, it's time to create segments in MailChimp to keep them organized. You can filter your segments by data synced over with the contacts from LeadSimple, such as pipeline (lead type), stage, tags, source, assignee name, and status.

We highly recommend creating segments corresponding to each stage in LeadSimple so you can segment your one-off campaigns by stage.

To do this, click "Audience" in the lefthand sidebar in MailChimp, then "All Contacts". You will see a list of all your contacts synced from LeadSimple there.

Next, click "New Segment" just above the list of contacts.

In the window that appears, you can choose which attributes to filter the list by.

You can stack filters to create your segment (such as pipeline and stage).

Then hit "Preview Segment" to preview the contacts that will be included in the segment, then hit "Save".

Click the "X" to return to the all contacts view, to create another segment.

After you create your segments, you can switch between them by clicking "View segments".

To create and send a one-off email to all contacts in your audience or segment, go to the "All Contacts" page and view the segment you want to send an email to. Then click "Send Campaign".

Next, select "Email Campaign".

This will open up an email builder, where you can create as fancy or as simple an email as you want.

Then hit "Continue", confirm your audience, from email, and subject, and then either send the email immediately or schedule it for the future.

Want to set up an email that will go out to every new lead that you receive overtime rather than sending an email blast only to your current list? You'll need to set up a MailChimp Journey.

Go to Automations > All Journeys in the lefthand sidebar.

Click "Build from scratch" in the top right:

Then give your journey a name and select your Audience:

The journey trigger should be "Audience Field Changes" under "Contact Activity":

Select "LeadSimple Stage (text)" as the audience field:

And then type in the exact name of the stage in LeadSimple that the contacts you would like to receive this email are going into. (Ensure that the name matches exactly what is in LeadSimple).

Then, add a journey point and select "Send email".

From there, you can build out your email subject, preview text, time of day to send, and the body of the email using MailChimp's email builder.

You can use a saved template or a saved draft email you have already drafted in MailChimp.

You can add more emails to the journey if you like or leave it with just one. If you add other emails, make sure to add a delay in the journey before the following email(s).

Note that MailChimp is great for sending newsletters, other bulk emails, or HTLM emails to current owners, tenants, leads, and realtors, while LeadSimple is specifically designed to allow you to build sales and nurturing campaigns for your active leads as they come in from your lead sources.