Effortlessly Manage Mailchimp Invoices for Teams

Mailchimp invoices for teams

we're going to move on to mailchimp integration with qbo so what i'm going to do is i'm going to take you to a couple of slides of i took during the setup process and then i'm going to go inside my mailchimp account i actually use mailchimp and in qbo and kind of show you how those two things interact so the first thing i'm going to just go through is that the the mailchimp qbo integration is marked as beta so that means it is still working progress but as far as i know it's available to everyone the app integration lives in mailchimp that means that you don't you don't make the connection from quickbooks you make the connection from mailchimp it doesn't make much of a difference at the end but it's something to to point out the integration is free like there's obviously no cost for the integration but it requires a mailchimp account you have to have a paying mailchimp account uh it's available in all versions of qbo so it's not qbo advance only thank god and it's a unidirectional data integration so you cannot go from mailchimp to qbo which right now i think is a good thing but if you use mailchimp for e-commerce because some people they sell their products and services through mailchimp that stuff cannot integrate yet and obviously they need to work on that because that might have been the only real reason to buy mailchimp you know is to be able to get the e-commerce business from it but so far you can get your quickbooks customers and send them into mailchimp so you can run campaigns the data points i've noticed you can sync name email company name address phone number and most importantly invoice and sales receipt totals that's the key that's what makes this different and we'll discuss that when we do the live demo so you log into mailchimp you go into in integrations click on manage and click on find new integration you're going to search for quickbooks search for quickbooks once you search for quickbooks you click on on on quickbooks again if you want to get access to the slides go into the chat box uh or the description box uh and there's a link to download the slides so those slides are available to you there are google slides so you can download them um in your computer if you want so you click on the on the link that says quickbooks on it quickbooks online rather then you're gonna click on connect now pretty simple process then you're gonna notice and when you click on connect now uh the quickbooks online integration beta turns on and the first thing that it will ask you is select an audience so if you never use mailchimp before this really means nothing to you but if you smell chimp you know that you're probably going to want to create a separate audience for your qbo customers or if you already have an audience for your kubia customers and audience is basically a group of contacts for your cubio customers you can use a an existing one so generally i'll create a new audience just for this and i did for the testing and then you're gonna see in the bottom uh once you go back into the settings which audience is connected to so every new quickbooks customer that gets created it will be pushed into that mailchimp audience once you follow through with the connection you do the standard app connectivity where you tell it which is a company file and you authorize uh quickbooks to connect to mailchimp or or vice versa and once you fully connect it you're going to go back into that integrations manage setting and you're going to see in the bottom a progress bar for all those contacts being copied it took like three minutes for me and then once it's fully connected it will say test connection when you see test connection that means it's fully connected and in the bottom it says successfully connected to your quickbooks online file then once it's connected you're gonna you're gonna go into that audience the qbo imported audience that i just created are you going to see a big quickbooks logo with a settings button that will take you back into the integration settings now what's worth pointing out is the lifetime sales of the customers and the average order value invoice sales receipt value will show up in here we'll calculate in here and then in the bottom of the contacts information it's every single transaction so you can click on that and takes you straight into quickbooks so let's open that up so let me go into my um let me switch to my company file and then log into mailchimp it's really i mean i've been a mailchimp customer for a very long time even before we're talking about 2014 maybe and before i even fathom the concept of intuit buying mailchimp which is still kind of crazy um just conceptually like what is an accounting software doing with a email marketing company um now that i see i'm in integrated i start seeing you know what there's some interesting value here so anyway i'm in uh mailchimp i'm in my audience my qbo imported customers and this is that big quickbooks logo i mentioned to you in settings this is where you would go and where the same thing i showed you in the screenshot this is where you can uh come here and change uh i mean number one confirm which connection is uh the fact that it's connected to a quickbooks online file and this is where you could change the audience that is synced to once it's synced you know it just is always going to hit that audience so right now i can't change it anymore but if you go back into the slides you'll see that you have the option to change the audio so here's my audience it downloaded 129 contacts from qbo if i click on that essentially what i'm going to see it's all of my quickbooks online contacts now what's really cool about this i'm going to scroll to the right a little bit take a look at this column that says revenue this gives me the revenue of every customer now i can't customize to last year's revenue or last month's revenue or average monthly revenue this is just lifetime revenue would be nice you know to be able to kind of change what those columns look like and if there's a way to do it i have no clue but um here's what you get to choose and i can you know show less information here if i just wanted to kind of see less columns so you can see that revenue on one column without me having to scroll so that's pretty interesting now i'm going to show you i'm going to go into this customer here this customer which is basically me myself and the revenue and i'm going to go into quickbooks online so we can see where this information is being fed from so i'm going to go into quickbooks online this is the quickbooks online file that is synced i'm going to go into my customers let me go into my customers and um i forgot which is the customer for this but we'll find out in a second or aaa construction right here triple a construction so if you look at the history of this customer let me zoom out a little bit and i do a filter and i only show let's say invoices so let's do all the invoices and go to apply you see all these invoices here this uh 5 um 100 000 worth that's the information that's coming over now i don't know you know why it says 569 here and why it says uh 521 here there might be a limit on the amount of years of data that mailchimp brings there's no documentation anywhere that tells me exactly uh which you know which years are being looked at but i can confirm that approximately right there's an amount of invoices and sales are coming over so how is this valuable well this is where that's like i guess it's a big question like why does it matter like why do i want quickbooks customers to be in mailchimp well because you could do something interesting like invoicing a particular select group of your customers so i'm gonna i can go to new segment and say you know what i'm gonna invoice all my customers that have spent a total of more than let's say a hundred dollars right and then i go to preview segment and then out of the 130 contacts it went down to 30. so now i can send them a different message that someone that hasn't spent any money or spend less than a hundred dollars well i can go the other way i can go to edit segment and i can put um spent a total of less than let's say 20 so any customers that spend less than 20 there's 46 so i can now send them an email with a particularly different message so again you can based on that information and it's not enough i wish you could bring more information like a number of jobs or again average average monthly invoicing or last time we invoice them none of this information it's in here like i don't have you know last invoice date that would be or could it let's see uh purchase date let's do that so purchase date is after so in this case it's not last purchase day so this will tell me only if the customer purchase so let's say let's experiment here so purchase date not within the last let's say 90 days matter of fact i think this might be what i was saying it didn't do it but it does do it uh purchase date now within the last 90 days if i preview it tells me all the customers that have not bought from me in the okay so this is actually great let's do 30 days and go to preview segment 129 let's say i haven't bought for me purchase not within 30 days right that means what about in the last let's say 100 days someone's i haven't purchased i'm not sure if this is working let's say uh 365 days so if they haven't bought from me in the past year okay yeah so it is seems to be working i don't know this sample file with a bunch of data who knows you know how accurate this is but 40 contacts right here is the number of customers i haven't bought from me in a year again and i had the information here i would save the segment create a campaign and email all of them but it is but yes this is just really really really cool i think it's really really cool