Bookly Mailchimp (Add-on)

Introduction

Bookly is a popular WordPress plugin for booking appointments and managing schedules. With its extensive range of features and integrations, Bookly allows you to streamline your business operations and provide a seamless experience for your customers. One of the most powerful integrations Bookly offers is the Bookly Mailchimp Add-on. This add-on enables you to connect your Bookly appointments with your Mailchimp email marketing campaigns, allowing you to segment your subscribers, send targeted emails, and automate your marketing efforts.

In this tutorial, we will walk you through the step-by-step process of setting up and using the Bookly Mailchimp Add-on. Whether you're a business owner, marketer, or Bookly user, this tutorial will help you get the most out of this powerful integration.

Getting Started with Bookly Mailchimp Add-on

To use the Bookly Mailchimp Add-on, you'll need to have Bookly installed and activated on your WordPress website. You'll also need a Mailchimp account and a valid API key.

Step 1: Install and Activate the Bookly Mailchimp Add-on

To install the Bookly Mailchimp Add-on, follow these steps:

1. Log in to your WordPress dashboard and navigate to the "Plugins" section.
2. Click on "Add New" and search for "Bookly Mailchimp Add-on".
3. Click "Install Now" to install the plugin.
4. Once installed, click "Activate" to activate the plugin.

Step 2: Connect Your Mailchimp Account

To connect your Mailchimp account to Bookly, follow these steps:

1. Log in to your Bookly dashboard and navigate to the "Add-ons" section.
2. Click on "Mailchimp" and then click "Connect to Mailchimp".
3. You will be redirected to the Mailchimp login page. Enter your Mailchimp credentials to log in.
4. Once logged in, you will be asked to authorize Bookly to access your Mailchimp account. Click "Authorize" to grant access.
5. You will then be asked to enter your Mailchimp API key. You can find your API key by logging in to your Mailchimp account and navigating to the "Account" section.

Step 3: Configure the Bookly Mailchimp Add-on

To configure the Bookly Mailchimp Add-on, follow these steps:

1. Log in to your Bookly dashboard and navigate to the "Add-ons" section.
2. Click on "Mailchimp" and then click "Settings".
3. In the "Settings" page, you can configure various options such as the email list to subscribe to, the subscription type (double opt-in or single opt-in), and the email content.
4. You can also set up custom fields to collect additional information from your subscribers.

Step 4: Set up Subscription Options

To set up subscription options, follow these steps:

1. Log in to your Bookly dashboard and navigate to the "Add-ons" section.
2. Click on "Mailchimp" and then click "Subscription Options".
3. In the "Subscription Options" page, you can configure various options such as the subscription form, the confirmation email, and the email list to subscribe to.

Step 5: Test the Integration

To test the integration, follow these steps:

1. Log in to your Bookly dashboard and navigate to the "Add-ons" section.
2. Click on "Mailchimp" and then click "Test".
3. You will be asked to enter your email address to test the subscription process.
4. Once you enter your email address, you will receive a confirmation email from Mailchimp.
5. If you don't receive the confirmation email, check your spam folder or contact Mailchimp support.

Step 6: Use the Bookly Mailchimp Add-on

Once you have set up the Bookly Mailchimp Add-on, you can use it to manage your email marketing campaigns and automate your marketing efforts. Here are some examples of how you can use the add-on:

• Send targeted emails to your subscribers based on their appointment bookings or cancellations.
• Segment your subscribers based on their appointment history or preferences.
• Automate your marketing efforts by setting up automated email campaigns.

Conclusion

In this tutorial, we have covered the step-by-step process of setting up and using the Bookly Mailchimp Add-on. By following these steps, you can connect your Bookly appointments with your Mailchimp email marketing campaigns and automate your marketing efforts. Whether you're a business owner, marketer, or Bookly user, this integration will help you get the most out of your Bookly installation and improve your marketing efforts.