The Heartland Retail integration with MailChimp allows you to send all emails you have collected in Heartland Retail directly to your MailChimp account.
To connect your Heartland Retail and MailChimp accounts, navigate to Settings > Integrations and click on the MailChimp box, as shown below:
If you don't see the MailChimp link under settings>integrations, please email HRetailsupport@heartland.us and request that it be made available to you.
Next, click on the "Connect" button:
You will then see a popup that looks like this:
Log in to this popup using your MailChimp username and password and then follow the steps to authorize the Heartland Retail connection to your MailChimp account.
Once connected, the MailChimp configuration page will look like this:
Heartland Retail allows you to sync all emails you have collected to one of your MailChimp lists. Use the dropdown to select the list in your MailChimp account to sync to.
Once you've selected your list, the red error message indicating that you must select a list will disappear and all customers in Heartland Retail will sync to Mail Chimp.
Note: Once you initially select a list from the dropdown on the MailChimp integration page, MailChimp will immediately start by syncing all of your customers that have an email address. This initial sync can take up to an hour depending on the number of customers you have in your system. After that initial sync completes, moving forward, all customer emails that you collect and enter will immediately sync over to the selected list.
Congratulations! You've set up your MailChimp integration.