Overview
This article explains how to connect your MailChimp, Constant Contact, or AWeber account to Wealthbox and what information is shared between platforms.
What is this Integration?
This integration allows you to connect your email marketing platform (MailChimp, Constant Contact, or AWeber) to Wealthbox to export contact information.
How Does it Work?
When connected, Wealthbox sends your contacts’ first name, last name, and email address to your selected platform. If a contact has multiple email addresses, only the primary email—or the first listed email if none is marked as primary—will be exported.
How to Enable the Integration
- Select the three dots (⋮) in the upper-right corner.
- Go to Applications.
- Locate MailChimp, Constant Contact, or AWeber.
- Click Settings next to your desired platform.
- Enter your login credentials to connect your account.
Troubleshooting & FAQs
Issue: I can’t connect my email marketing account
Solution: Make sure you are using valid login credentials for MailChimp, Constant Contact, or AWeber and that your account is active.
Q: What information does Wealthbox send to these platforms?
A: These integrations all allow you to export a contact’s first name, last name, and email address from Wealthbox. If a contact has multiple email addresses, the one marked as primary will be used; otherwise, the first listed email will be used.
Q: What if I don’t have an account with one of these platforms?
A: You’ll first need an active MailChimp, Constant Contact, or AWeber account to enable these integrations.