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Mailchimp invoices for Security

foreign [Music] welcome to another tutorial on how to optimize your business workflows and how to automate them with the help of Sapia and invoiceberry my name is Uber I'm the founder of invoiceberry a simple online invoicing tool for small business owners today we're looking at MailChimp and how to automatically add a subscriber to your MailChimp account into your newsletter after you added a client to your invoice Berry account so just a little side note this video is because of my wife and what happened to her recently she complained to me said she never received any emails from our daughter's ballet studio and the reason for that was that they had our email address in their admin system and in their Excel sheets but when they copy pasted it to their email newsletter system they must have removed some of the characters and therefore they were sending the emails to the wrong email or to non-existing email address so that's one of the great use cases for this so whenever you you know invoice your client you actually automatically add them to your newsletter and that way you make sure that you know your clients also receive your newsletters and let's say don't get frustrated like my wife got so let's dive right into it I've got my MailChimp account here there's my dashboard and I've got my invoice baby account open and let's go to zapier so what we're trying to do is we're trying to create a sap and we search for invoice battery here and we want to connect it to MailChimp so in this case invoiceberry is the trigger and the action will happen in MailChimp so now we want to say whenever we have a new client in our invoiceberry account then please also add that client to our made chimp account so let's have a look here find Sam campaign add or update subscriber and let's click on try it so if you've seen other videos about our business automations you've noticed that Sapia normally opens a bit different interface this is the old interface or the more advanced interface where you can do more things I'm not sure right now why for the MailChimp integration it shows us this interface where you can add multiple steps and for most of my other videos Sapia actually offers us some new more user-friendly interface but that's no problem at all let's just click on the trigger and we first have to connect invoiceberry for that we have to click on sign in an inverse baby's case we need an API key and an API password so let's head over to invoiceberry you have to go to settings then main settings and Integrations and there you can copy the API key pop it in here go back to invoice Berry copy the API password go back here pop it in and click on yes continue perfect so we successfully connected our invoiceberry account to Sapia let's click on continue and now there's a test trigger we just click on it and in this case it just tries to get some sample data from our invoiceberry account if you don't have any clients in your inverse Berry account yet zapier will tell you to please head over to your account and simply go to clients and create a client in my case we already have a existing client this is James Smith he has an email address and we can just take that data and click on continue alright now the next step is to connect our MailChimp account just click on sign in okay so in this case we need to pop in our username and password it's already autofilled I just click on login now we have to authorize Sapia I click on allow perfect our MailChimp account has been successfully connected to zapier and let's click on continue now we have to set up the action firstly we have to select the audience this is required let's have a look here so the audience is my test account the subscriber email so this would be the email address we received from invoiceberry and now everything else is not required the only two required fields are the audience and the subscriber email everything else is optional in our case I notice that we received the first name and we received the last name so I'll definitely fill those out you could receive the street the city and the phone number and other fields from invoiceberry click here on show all options but as you can see in this sample client we received from invoiceberry we actually don't have any of those fields filled out but you can still match them so whenever you set up a new client with a phone number it would match phone number and it would send the phone number from invoiceberry to mail jump so let's just say the phone number is a field we want and that's it let's just test the action and see what happens all right here it shows us once again the information and let's click on Test action all right perfect it seems that we successfully censored subscriber to MailChimp let's have a look in our MailChimp account and see if we added James Smith to it in MailChimp I'm on my dashboard right now so let's go to audience and all contacts perfect James Smith at sample.com first name last name as I mentioned we're trying to match the phone number but we didn't receive any phone number from invoice Berry so it's just empty the last step you have to do just make sure to actually publish your sap once you are happy with the result so let's click on publish app publish and turn it on and that's it now we've successfully connected invoiceberry with MailChimp via Sapia and whenever you send an invoice to a new client Whenever you set up this new client in your invoiceberry account you can be sure that you actually set up that client correctly in your MailChimp and that client will receive your future newsletters without any issues and you won't have that situation like my wife had said you have Angry customers because they don't receive your emails thanks a lot for listening and if you've got any other questions on how to automate your business with the help of invoiceberry and zapier please feel free to leave them in the comments below happy invoicing and bye bye [Music]