You can integrate your MailChimp, Constant Contact, and AWeber accounts by navigating to the appropriate settings page within the “Applications” page and entering your login credentials:

Please note:

• The integration exports First name, Last name, and email address from Wealthbox. If a contact has multiple email addresses in Wealthbox, it sends only the one checked as primary OR the first email address listed if no email is marked as primary.

• You will need MailChimp, Constant Contact, or AWeber login credentials in order to enable these integrations.

Troubleshooting & FAQs

Q: What information does Wealthbox send to these platforms?
A: These integrations all export your clients' First name, Last name, and email address from Wealthbox. In the event that more than one email address is present on a contact record, the email marked 'primary' or the first email address listed in the contact record will be exported, if none are marked 'primary'. 

Q: What if I do not have an account with one of these platforms yet?
A: To enable any of these integrations, you must have an active account with one of these platforms.