Utilizing Mailchimp In ServiceWorks

Mailchimp is an email marketing platform that allows you to send emails to a group of people through software. It can be used to send newsletters, promotional emails, and other types of communications to your subscribers. With Mailchimp, you can create and design email campaigns using customizable templates, schedule emails to be sent at a later date, and track the success of your campaigns through detailed analytics.

In ServiceWorks, you can integrate your Mailchimp account to enable you to send created email campaigns to your customers directly through our software. Here’s a brief tutorial on how to set up your account within ServiceWorks as well as how to utilize the Create Campaign feature:


BEFORE YOU BEGIN THIS TUTORIAL: You will need to have an active Mailchimp account AND an email template already created within Mailchimp.

Please Note: The Mailchimp Integration offered by ServiceWorks will only function with emails templates created using the Classic Builder. Please ensure that your campaigns have been created with the Classic builder prior to attempting to send them via the ServiceWorks software

If you’ve yet to complete these steps, follow the instructions on the links below and return once finished:

Creating A Mailchimp Account

Creating An Email Template In Mailchimp

Locating Your Mailchimp API Key

To connect your accounts for email blasts, you’ll need to copy and paste the Mailchimp API key into ServiceWorks.

You can locate your Mailchimp API key with the following steps:

1. Click your profile icon and choose Profile.
2. Click the Extras drop-down then choose API keys.
3. In the Your API Keys section, click Create A Key.
4. Name your key. Be descriptive, so you know what app uses that key. Keep in mind that you’ll see only this name and the first 4 key digits on your list of API keys.
5. Click Generate Key.
6. Once we generate your key, click Copy Key to Clipboard. Save your key someplace secure–you won’t be able to see or copy it again. If you lose this key, you’ll need to generate a new key and update any integration that uses it.
7. Click Done.

Integrating Mailchimp With ServiceWorks

Now that you’ve located your Mailchimp API key, copy the code in the API key field and open up ServiceWorks on your desktop.


With ServiceWorks now open, navigate to Configuration Tab -> Integration -> Apps and click on the Mailchimp logo

In the following menu, paste the Mailchimp API code into the API Key field and select Save. This will link your Mailchimp account with your ServiceWorks account.

Using Mailchimp Campaigns with ServiceWorks

Now that you’ve integrated your Mailchimp account with ServiceWorks, you are ready to fully utilize the Campaign feature within ServiceWorks.


First, open up the customer menu by hovering over the Customer tab in the toolbar and selecting Customers from the dropdown menu to view a list of your customers

In the Customer view, search and select the customers to whom you wish to send an email as part of your campaign. Once finished with your selections, hover over the Action button and click the Create Campaign from the dropdown to continue

In the Campaign popup menu, you’ll have the option to do the following:

• Title: Add a title to the email campaign. This will help you identify it within Mailchimp
• From Name: Add a name to be shown to the recipient. This can be your personal name or the name of your company
• Reply To: Add an email to be the reply address for the recipients of your campaign
• Subject: Create a subject title to be sent with the campaign email
• Template: Select from a dropdown list of created campaigns from your Mailchimp account. Note: You will need to create a campaign BEFORE selecting customers to send it to, otherwise it will not appear in this list.

Note: ServiceWorks will only display the 5 most recently created templates within this list. In situations where you’d want to send an older template, we recommend creating a duplicate, as it will become the first on the template list after being refreshed.

Once satisfied with your edits, click Send. A confirmation message will appear alerting you to the success of your sent emails.


(Note: It may take a longer period of time for the emails to send to larger lists of customers.)

Back in your Mailchimp account, the email sent will be created as a campaign. You can view these campaigns by logging into your Mailchimp account, and then clicking the All Campaigns section in the sidebar

And once located, you can use the View Report button to see an in-depth view of recipients, opens, and clicks on the sent email.

And that will cover the process of using the Create Campaign feature with Mailchimp!

Note: If using the free version of Mailchimp, you will only be allowed to send 500 emails before being prompted to select a subscription plan.

Need More Assistance?
Contact us:
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Email: support@service.works
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