Mailchimp

Mailchimp is an email marketing service that makes it easy to manage contacts, create email campaigns and track results. Create lists and automate emails to ensure that they get to the right people at the right time.

Easily export candidates and contacts from CATS into Mailchimp for more powerful mass emailing capabilities.

Setup Guide

  1. Click your avatar icon in the top right corner of CATS > Administration.
  2. Click Integrations.
  3. Click on the toggle. Enter your Mailchimp API key. Click Save.

Note: To find your Mailchimp API key log into your Mailchimp account and select the account dropdown in the top bar. Select the Extras dropdown and click API Keys.

Usage as a trigger

  1. To add a Mailchimp workflow trigger, click the green plus sign in the 'Triggers' column on the right side of the workflow page. At the top of the pop up window, instead of 'Email' choose 'Mailchimp - Add to List' from the dropdown menu.

  2. Select the list from your account you wish to add the candidate or contact to.

  3. Now, when changing a contact or candidate's status, you'll see the option to add that candidate to your selected Mailchimp list.

Usage from a grid

  1. You can also add records to a Mailchimp list from a grid.

  2. Select the records you wish to add and use the Actions dropdown in the bottom left corner of the grid to select Add to Mailchimp.