Including referral links in your MailChimp newsletter

If you are on our  Small Business plan and above, you can use our Smile Apps integration with MailChimp to automatically sync your customer data into MailChimp. Click here to learn more about our MailChimp integration.

If you are on our free plan or Basic plan, this guide will help you add your customer's referral links into your MailChimp newsletter.

Starting on the free plan, you have the option of adding your customer's unique referral code to your MailChimp newsletter. To do this, you will need to request a points export from us (contact and have a  MailChimp account

Importing the referral links into a MailChimp list and creating the campaign:

  1. Log into MailChimp and click 'Lists' to create your list.
  2.  Click on 'Create List'.
  3. Fill in the following fields about this list. I called mine "Referral Link Newsletter". Giving it a good name helps you remember what the list is for.

    Once completed, scroll down and click on ' Save'.

  4. Once you have created the list, click on 'Import Customers' to add customers to your list.

  5. Choose to import a CSV file and click on 'Next' in the lower right-hand corner.

  6. Click on the 'Browse' button and locate your export file. Then click on 'Next' in the bottom-right hand corner.

  7. Next, it will ask you to match the columns from the CSV into MailChimp. You can 'Skip' the points and referral_code fields, and simply click on 'Edit' next to the referral_url field to create a column for it (or you can choose to keep the 'points' if you want to include a customer's point balance in this email).   

  8. You will want to create a new column name and change the field type to 'website' because you want it to be a link! Click 'Save' and once all of the columns turn green, you are good to click 'Next'.

  9. Now you are all set to import, so click 'Import' in the bottom right-hand corner.

  10. Now on your newly created list, click on 'Settings'. In the drop-down menu, click on 'List fields and *| MERGE |* tags'.

  11. You can change the tag for the 'referral_url' field to make the tag clearer when using it in your campaign. When you are ready, click to 'Save' the changes. 

  12. Now it's time to make your campaign. Click on 'Campaign' in the upper left-hand menu.

  13. Click on 'Create Campaign'.

  14. Choose the type of campaign you want to make. 

  15. Next, it will ask you to select the list that you want to send. Select the list and click 'Next' in the bottom right-hand corner.

  16. Next, complete the fields to provide some information for your campaign. Once completed, click 'Next' in the bottom right-hand corner.

  17. Edit the content of your campaign and add it here. If you want to add the referral link, click on the 'Merge Tag' drop down, then select the referral_url field (or whatever you called it in step 8) and it will add the appropriate code. Once you are done designing the email, click 'Next'.
  18. When you are all done with the checklist, click on 'Send' or click on 'Schedule' if you want to send it at a later time or date.

  19. High five! You're done!

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