How can I send custom campaigns to my clients with active memberships?

To send custom membership email campaigns, you must first set up your Mailchimp integration. To learn more, go to: Set Up the Mailchimp Integration

Once you have successfully synced your account to Mailchimp, you need to create a segment for clients with active memberships.

To do this, log in your Mailchimp account and go to: Audience > Segments

  • In the Segments page, select Create Segment

  • Filter your list as shown below and select Preview Segment

  • On the next page, select Save Segment. Name your segment as Active Memberships, for example and select Save.

Please note:
Any clients with new memberships will be added automatically in the future.

When creating your email campaigns, you can now choose the Active Memberships segment on your Audience list.

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