Add Mailchimp subscribers when new subscriptions are activated in AdvicePay
Advisors often send newsletters or other email communications to their ongoing financial planning clients as part of the value of their subscription. This automation adds a Mailchimp subscriber to a specified group when they activate a new subscription in AdvicePay.
Advisors often send newsletters or other email communications to their ongoing financial planning clients as part of the value of their subscription. This automation adds a Mailchimp subscriber to a specified group when they activate a new subscription in AdvicePay.
- When this happens...Subscription Activated
Triggers when a subscription is initially activated.
- automatically do this!Add/Update Subscriber
Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
- Free forever for core features
- 14 day trial for premium features & apps
Agreement Completed
Triggers when an eSign agreement is fully executed by all required signers.
Try ItSubscription Activated
Triggers when a subscription is initially activated.
Try ItClient EmailRequired
Client First NameRequired
Client Last NameRequired
AdvisorRequired
Amount to be Invoiced, in centsRequired
Due DateRequired
ClientRequired
FrequencyRequired
Billing Periods (numeric)
Advance BillingRequired
Description of ServicesRequired
Send Email
Email Message
Engagement Workflow ID




