How To Link Mailchimp To Client Diary

Client Diary allows you to easily connect to Mailchimp so you can effortlessly make beautiful newsletters and emails and send them to your clients.

You will need to create a Mailchimp before linking to Client Diary.

Ensure your address details are correct

First of all, Mailchimp requires that you have a valid postal address setup in Client Diary.  First step is to ensure you have this done.

  • Click on My Account
  • Check over your address settings and ensure they’re correct as shown in the image below

Link your account to Mailchimp

  • Click on My Account
  • Select the Marketing tab
  • Click on Email Marketing
  • Click on Connect Mailchimp Account
  • Link Client Diary by login in using your Mailchimp login details.

That’s it. Now it’s done, every time you add a client it will be added to mailchimp. When you update client details they will also update in mailchimp.

Checking the connection is successful in Client Diary

In the mailchimp setup area of Client Diary  Congratulations! You have linked Clientdiary to Mailchimp account as show in the screenshot below.

Checking the connection is successful in Mail Chimp

When It has successfully link Client Diary with Mailchimp it will import your Client Diary Clients into your Mailchimp lists.

These steps will show you where to find your Client Diary clients in Mailchimp.

Go to

  • www.mailchimp.com
  • Log in with your mailchimp username and password
  • On your Mailchimp homepage click on Lists on the top bar
  • In Lists click on Clientdiary Clients
  • Then it will display all the Client Diary clients that have been imported over into your Mailchimp