At a quick glance, connecting QuickBooks Online and Mailchimp is just one little clickety-click, and all is right with the world. I like to be optimistic, but even my desire for an Easy Bake shortcut isn't the right path. A one button push will leave you with an underdone cupcake. It takes a professional baker to create that treat.
So is the bite worth the calories? Most definitely!
Mailchimp has become a great tool to manage email campaigns to your contacts. It is a very powerful tool with a great deal of flexibility to segment your audiences and add eye catching graphics, links and information. The tracking of audience response is a wonderful way to help fine tune your marketing campaigns. However, continuing to update all your contacts into Mailchimp can be a continuous and daunting task. This is where QuickBooks Online connection can be the perfect dessert.
Intuit, the company that owns QuickBooks Online, recently purchased Mailchimp and has now developed a connection between the two online subscriptions. Contacts can now be entered in one place and shared between the two services. This can be a real time saving and helpful tool, but it does have some limitations and takes a master chef to set it up.
Once connected, QuickBooks Online will send over invoice and purchasing information into Mailchimp. Why is this important? It allows you to now track past invoice information to help target any audience with very specific marketing information. For example, if you want to follow-up with a thank you email with the customers that have purchased in the last 30 days, it is possible to filter out those customers. Finding those who have not purchased in while is also useful to hit them to encourage re-orders. Need to keep your customers sugared up and happy!
The benefits can give you a perfectly decorated treat with a very advanced flavor profile. However, setting up the crossover connections has its challenges and the recipe needs to be cleaned up and fine-tuned in QuickBooks and in Mailchimp.
Hungry to get the professional fancy iced cupcake with all the flavor options? Don’t get a flat flavorless treat. Let us bake it for you for the tastiest result.
-Sara Sulzman
