Wealthbox is integrated to send contacts to lists to your created lists in MailChimp, Constant Contact or AWeber.
After you have created the account with the third party service, you can create email templates and list names in that program. On your “Applications” page in Wealthbox you will see MailChimp, Constant Contact and AWeber within the alphabetical list. You can integrate your account by entering your logon credentials on the settings page for the appropriate partner.
To send a filtered list of contact details to the email service:
- Filter and select the contacts you wish to import to the email marketing services (it defaults to check the first page of contacts only, you may need to “check all” to be sure all filter results are checked).
- Select bulk actions.
- Click “Send to MailChimp.” (or your integrated service)
- Choose the list within the service you want to send the contacts to.
- Click Send.