MailChimp Integration

Integrating MailChimp with RoomBoss

MailChimp is "the world’s largest marketing automation platform". It is possible to synchronise your RoomBoss customer contact and booking information with MailChimp and thereby send targeted, personalised, branded emails to your customers.

You can read more about MailChimp on their website. Note you will need to create a MailChimp account in order to use this integration.

Setup

Enter MailChimp API Key into RoomBoss

The first step is to enter your MailChimp API key into RoomBoss.

From RoomBoss:

• Navigate to Account → Edit Account Details

• Click on the Find your API Key link, this will redirect you to the MailChimp site.

• Enter API key in the MailChimp API Key field

• Click the Test API Key link to test the connection

Additional information on how to generate and view your API key is available on the MailChimp site here.

Set RoomBoss Merge Tags in MailChimp

Login to MailChimp:

• Create a list if one does not exist.

• Within the list you need to add fields and adjust the merge tags, more information is available here, fields to add are listed below.

Field	Merge Tag	Data Type
First name	FNAME	Text
Last name	LNAME	Text
Country	RBN_CNTRY	Text
Number of bookings	RBN_NUMBK	Number
6 Digit ID of (most recent) booking	RBN_BKEID	Number
Booking System ID	RBN_BKUID	Text
Booking creation date	RBN_BKDATE	Date
Booking vendor name	RBN_VENDOR	Text
Vendor location	RBN_VDRLOC	Text
Booking product/service name	RBN_SERVCE	Text
Booking start date	RBN_STDATE	Date
Booking end date	RBN_ENDATE	Date
Booking extent (request or reservation)	RBN_EXTENT	Text
Booking status (active or cancelled)	RBN_STATUS	Text
Booking sales amount	RBN_AMOUNT	Number
Booking currency	RBN_CURNCY	Text

Once you have entered the fields and merge tags, you are ready to synchronise data from RoomBoss into Mailchimp.

Synchronise

To sync data into MailChimp.

From RoomBoss:

Navigate to CRM → MailChimp Integration

1. Click on the Connect to MailChimp button and you will see the names of list(s) within your MailChimp account.

2. Click the name of the list you would like to sync to, click on the Select List button.

3. Select the bookings/customers, type of booking, state of booking and dates.

4. Click on the Show Contacts button, a table of customers to be synced will be displayed.

5. Click the Sync Contacts to MailChimp button to initiate the process. The duration it will take to complete will depend on the number of customers.

If syncing once per month then select bookings created in the last month and for campaigns for next winter, select bookings that occur next winter.

Send

Plain Text Campaign from within RoomBoss

Immediately after syncing, a Plain-Text Campaign can be sent from within RoomBoss. As per MailChimp's description:

"Plain-text emails don't contain any images, rich-text formatting, or embedded hyperlinks, and are useful when you want to send a simple email featuring only your essential content."

This is a good option if you wish to quickly send a plain email to your customers. Note you can make use of merge tags to personalise the email content.

Dear John, Thank you for booking an AM Private Snowboard Lesson to take place on 2019/1/1. We are looking forward to seeing you and don't forget to...

After sending a campaign from within RoomBoss it will be visible from within MailChimp.

Fully Featured Campaigns from within MailChimp

Log in to MailChimp to send a fully featured campaign to your customers.

The Regular Email Campaign is commonly used to:

• Send to targeted customers.

  • Send a marketing email to customers who booked with you last winter.

  • Send a reminder sales email to all customers who enquired last month but haven't yet confirmed their booking.

  • Any combination of merge field values that achieves a marketing, customer relationship management, or sales need that you can dream up.

• Send rich email messages that represent your brand including content to help engage customers.