Automatic Export of Participant Data to a Newsletter Mailing System (e.g., MailChimp)

Do you want to design and send your newsletters easily and efficiently using a newsletter mailing system? Using this example with MailChimp, we’ll show you how to set up an automatic export from edoobox to a mailing system.
Most mailing systems also offer the double opt-in method for verifying subscribers’ email addresses, in case you haven’t already done so via edoobox.

Creating a Participant Data Field for Newsletters

1. First, createa new participant data field  A named "Newsletter".

2. Once you have created this, open the registration form in the Design Manager and add a new form field. You can edit this field using the gear icon and link it to the existing «Newsletter» data field. Set the field type to “Checkbox” and provide a clear consent statement, e.g.: «Yes, I would like to subscribe to the XY newsletter.»

3. Once these are set up, you can connect your edoobox account with Zapier and create a Zap.

Connect edoobox with Zapier

Zapier is a user-friendly web service that allows you to automate actions between the web applications you use daily, without requiring development knowledge. This enables you to connect edoobox with external applications and automate actions.

1. Create or Log In to a Zapier Account: Go to Zapier and log in.

2. Create a New Zap: Connect edoobox with Zapier and select a predefined template for your newsletter tool, or search directly within Zapier for your newsletter tool.

3. Link Your Newsletter Tool: In the next step, select the desired application (e.g., MailChimp) and connect it with Zapier.

4. Set Filters for Newsletter Subscriptions (optional, but recommended): If only participants who explicitly wish to subscribe to the newsletter should be synchronized, you can define filter rules within the Zap. Details on this can be found in the Zapier documentation on filters.

5. Activate Connection: Once the settings are complete, the automatic data export will start. New participants in edoobox will now be transferred directly to your newsletter tool via Zapier.

6. Design and Send Newsletters 🙂

Related Guides

• Compilation of All Email Templates

• Overview of all available placeholders for emails and PDFs

• Custom PDF Attachments and Templates for Email Templates

• Email Settings

• Creating Custom Email Templates

• Creating Tasks and Scheduling Emails

• Offer the Booking Process in Additional Languages

• Supplementary details using additional text blocks

• Zapier

• Participant Data Fields

Keywords for this guide

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