Within Teamwork Desk, you can enable the Mailchimp integration to link your customers with audiences and initiate campaigns.

Note: The Mailchimp integration is available on Premium subscription plans and above.



To set up the integration, you will first need to generate an API key in your Mailchimp account.

In Mailchimp, click your profile name in the top right and select Account from the dropdown menu.

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In your account settings, go to the Extras tab and select the API keys subsection.

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Scroll to the Your API keys section and click Create A Key.

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A new api key will be generated and added to your list of api keys in Mailchimp. Copy the key from the API key field.

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In your Teamwork Desk account, click your profile icon and select Settings from the dropdown menu.

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Go to the Integrations subsection of the site settings and click the Mailchimp option.

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Click the green Install button in the top right of the Mailchimp area to enable the integration.

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API Key

Hover over the API Key value field and click the edit pencil. You can then paste in your copied Mailchimp API key and click Save.

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API Region

You can find your Mailchimp region within your account URL when logged in to Mailchimp. The region will be visible at the beginning of the URL.


Example: The region relating to the below URL is US4:

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Add your region value to the API Region field in Teamwork Desk and click Save.

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Events

You can also send Mailchimp events to Mailchimp from Teamwork Desk using the Events field.

If you are adding multiple events, separate each one with a comma.

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You can set up Mailchimp to listen for these events and then perform actions like start a campaign. More information can be found in Mailchimp's guide to creating custom events.



Using the Mailchimp integration

Once the integration is set up, a Mailchimp widget will be added to the ticket options sidebar within each ticket.

If the customer's email address is not yet exist in Mailchimp, you will be able to add them to an existing Mailchimp audience list.

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You can populate any relevant Mailchimp fields before clicking Add customer.

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For customers already linked to your connected Mailchimp account, you can go to the Activity tab to see related recent Mailchimp activity.

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Under Events, you will be able to select and sent events to Mailchimp to trigger a campaign.

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For more information, see: Mailchimp - Creating Custom Events