This article guides you on synchronizing patient email addresses with a subscribers list in an email marketing service. Currently, Universal Office integrates with MailChimp and Flodesk.
Automatic Updates
Once configured, adding or changing an email address in a patient file will automatically update your subscribers list in MailChimp or Flodesk. This ensures your mailing lists are always up-to-date.
To unsubscribe or resubscribe an email address, simply check or clear the box next to “Subscribe to email notifications” in the patient record.
Note: Changes made in your MailChimp or Flodesk list will not affect Universal Office. For instance, if you add an email to your MailChimp or Flodesk list, it won’t appear in the patient file. Similarly, if recipients unsubscribe in MailChimp or Flodesk, they will remain subscribed to email notifications in Universal Office.
Setup Instructions
Create a Group or Segment List
Before starting, ensure you have a Group or Segment list in your MailChimp or Flodesk account.
Obtain Your API Key
To integrate, you’ll need an API Key from your email marketing service.
Connect Universal Office and Configure Synchronization Options
- Plug in the API Key
- In the eBroadcast module, click Settings, then select Email Marketing.
- Click Connect to email marketing platform.
- From the Platform dropdown, select your email marketing service.
- Paste the API Key and click Save.
Tip: To disconnect Universal Office from your email marketing service, click Reset email marketing integration settings at the bottom of the screen.
- Configure Sync Options
- Click Sync options.
- From the Contacts dropdown, select the mailing list or segment to synchronize subscribers.
- From the Sync every dropdown, select how often you want the system to synchronize contact information.
- Choose the details you want to sync.
- Click Save.
You’re all set! The system will begin synchronizing immediately and will continue to update the list in your email marketing service at the intervals you specified in the Sync every dropdown.