PlayHQ have integrated with Mailchimp, an email/marketing platform which will allow clubs and associations to use their contact lists from PlayHQ to send emails in bulk to your members.
Firstly, you'll need to create a Mailchimp account for your club/association. There are a number of different plans available including a FREE option to use Mailchimp.
Create a connection to Mailchimp
Once an account has been setup in Mailchimp, you can then connect Mailchimp to PlayHQ. Organisations are required to authenticate this connection, and select the audience within Mailchimp that PlayHQ will send data to.
To connect a PlayHQ organisation to a Mailchimp account, navigate to the Integrations tab within the Settings - General area and select Connect.
Then select Log-in to Mailchimp
Enter the Username and Password of the Mailchimp you wish to connect to, then select Log-In
Select Allow to authorize PlayHQ to access the Mailchimp Account
You are now successfully Logged-In, the next step is to select which Mailchimp audience you wish to integrate contacts with. Select the audience from the drop-down and select Save & Connect
Once that is done select Save & Connect, PlayHQ will immediately start Synchronising your contacts.
Tags from PlayHQ
Tags are an easy way to organise your contacts in Mailchimp.
In PlayHQ, tags are created based on participation records, but these are only visible within Mailchimp itself against the contact.
Mailchimp contacts are based on the PlayHQ account holder’s profile, so if an account holder has multiple dependents they will have the combined tags for all of their dependents.
The number of tags, tagging format, and which organisations receive the tags, depend on the type of registration. The following table explains which tags are created against each contact, and which organisations they become available to within Mailchimp.
Organisation receiving the tag against the account holder (within Mailchimp) | ||||||
Registration Type |
Tag Format |
Example |
Club |
Association |
Admin Body (Self) |
Admin Body (Child) |
Competition |
Season, association and competition |
2020 - Melbourne Association - Senior Domestic |
Yes |
No |
No |
No |
Season, association, competition and role |
2020 - Melbourne Association - Senior Domestic - Player |
Yes |
No |
No |
No |
|
Season and competition |
2020 - Senior Domestic |
No |
Yes |
Yes |
No |
|
Season, competition and role |
2020 - Senior Domestic - Player |
No |
Yes |
Yes |
No |
|
Season, competition and club |
2020 - Senior Domestic - Blackburn Basketball Club |
No |
Yes |
Yes |
No |
|
Local program |
Season and local program |
2020 - Holiday Program |
Yes |
Yes |
Yes |
No |
Season, local program and role |
2020 - Holiday Program - Player |
Yes |
Yes |
Yes |
No |
|
Season, local program and group |
2020 - Holiday Program - Morning Group |
Yes |
Yes |
Yes |
No |
|
Shared program |
Season and shared program |
2020 - Beginner Basketball Program |
Yes |
Yes |
No |
Yes |
Season, shared program and volunteer |
2020 - Beginner Basketball Program - Volunteer |
Yes |
Yes |
No |
Yes |
|
Season, shared program and group |
2020 - Beginner Basketball Program - Sunday Afternoon |
Yes |
Yes |
No |
No |
Custom Tags
Further to the tags that are synced from PlayHQ, you can also create your own tags and add them to your members. Find out more here.
Segments
Segmentation is a powerful tool that filters contacts with similar audience field data, tags, group preferences, and other information. Use segmentation to view contacts and send them email or ad campaigns based on their involvement with your club/association and other criteria they have in common. Click here to find further information about creating a segment.
Creating a campaign
To send an email to your members via Mailchimp, you will need to create a campaign. When you create a campaign in Mailchimp, there are plenty of flexible settings and design options, as well as builder tools that walk you through every step of the process. More info can be found here.
Building an email template
Mailchimp provides different template options to help you find the right look for your email marketing. Add your logo and select the colors and fonts that fit your brand, so you can create a reusable design for your future email campaigns. Click here to found out more.