V4/V5 - Setting Up MailChimp

This article relates to version 4 of myPractice and version 5 of Bp Allied. All Documentation links relate to version 4 but the same principles apply in V5.

To be able to merge your myPractice Client list with MailChimp and send emails/marketing letters etc you will need to set up the following:

Create a MailChimp Account
Create a List in MailChimp
In myPractice > Options > MailChimp copy in the following settings:
Click Test Credentials - you MUST do this so the values will save
Click OK to save and close

Update the Mailing List field in the Client Details for all Clients that need to be sync'd across to MailChimp
  • This can be done using the Client Bulk Edit option in Data Maintenance
  •  Only do this before the first transfer to MailChimp
Open myPractice > Options > MailChimp
Click Sync myPractice and MailChimp
  • Run this prior to sending out each mailing list
  • What the sync does is explained on the myPractice > Options > MailChimp form.

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