http://mailchimp.com/

This document will guide you through the steps of connecting MailChimp to Summit Evergreen.

Overview

Connecting your MailChimp account to Summit Evergreen will allow you to add users to a specified list when they sign up for a course.

To connect MailChimp and Summit Evergreen, you will need to:

1. Create an API key within MailChimp
2. Add the API key to Summit Evergreen
3. Add the name of the MailChimp list you would like to insert the customer in, in the Summit Evergreen tier details

Setting Up MailChimp for Connecting to Summit Evergreen

Create a New API Key within MailChimp

1. Login to MailChimp (http://www.mailchimp.com)
2. Click on “your name” in the left sidebar, then select “Account Settings”
3. Select “extras” from the horizontal navigation bar, then “API keys”
4. Scroll down and select “Create a key”
5. A new API record will be shown under the “Your API keys” section
6. Note the API key, as you will need to enter it into Summit Evergreen

Add the API Key to Summit Evergreen

1. Login to your Summit Evergreen account
2. In the left navigation menu, select “Settings”, then “Apps”
3. In the left pane, select “MailChimp”
4. This will bring up a page in the right pane that provides MailChimp email integration details – make sure page indicates that MailChimp is enabled and enter API key you got from MailChimp
5. Hit “Save” in the lower right corner
6. In the left navigation menu, select “Structure”, then “Tiers”
7. In the left pane, select the tier for which you want to set up MailChimp integration
8. This will bring up a page in the right pane that provides tier details
9. In this page, scroll down to “CRM” – in the dropdown box, select “MailChimp”
10. In the “Mailing List” box, add the name of the MailChimp mailing list you’d like to use and hit “Save” in the lower right corner
11. To get the name of the mailing list, go into MailChimp and select the “Lists” section
12. From the group of lists that appears, copy the name of the mailing list you’d like to use

And you’re done!