Elements Financial Advisor Tools + Mailchimp

Add new Elements prospects as Mailchimp subscribers

Are you spending valuable time manually adding new Elements prospects to your Mailchimp subscriber list? Simplify your email marketing efforts with this integration. Whenever a new prospect is added in Elements, they will be automatically subscribed to your Mailchimp list, ensuring seamless communication with potential clients.

When this happens...
New Prospect
Triggers when a new prospect is added to Elements.
TriggerScheduled
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.
ActionWrite

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Supported triggers and actions

What does this mean?

New Prospect
Triggers when a new prospect is added to Elements.
Trigger
Scheduled
Try It
- Audience
- Trigger on every open from a subscriber?
Trigger
Scheduled
Try It
New Audience
Triggers when a new audience is added to your MailChimp accounts.
Trigger
Scheduled
Try It
- AudienceRequired
- Note About Samples
Trigger
Instant
Try It
- AudienceRequired
Trigger
Instant
Try It

- AudienceRequired
- Note About Samples
Trigger
Instant
Try It
- Campaign Name
- AudienceRequired
- Segment or Tag
- Email SubjectRequired
- Preview Text
- From NameRequired
- From Email AddressRequired
- To Name
- Template
- Email Content (HTML)
Action
Write

- AudienceRequired
- Email AddressRequired
- Custom Event NameRequired
- Properties
Action
Write
- AudienceRequired
- Subscriber EmailRequired
- Delete Member
Action
Write
- CampaignRequired
Action
Write
- AudienceRequired
- TagRequired
- Email AddressRequired
Action
Write
- NameRequired
Action
Search
- AudienceRequired
- Tag nameRequired
Action
Search
- NameRequired
- Campaign Name
- AudienceRequired
- Segment or Tag
- Email SubjectRequired
- Preview Text
- From NameRequired
- From Email AddressRequired
- To Name
- Template
- Email Content (HTML)
Action
Search or write
- SearchRequired
- Audience
- AudienceRequired
- Subscriber EmailRequired
- StatusRequired
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Search or write

- Audience
- Status
Trigger
Scheduled
Try It
- Audience
- LinkRequired
- Trigger on every click from a subscriber?
Trigger
Scheduled
Try It
- StoreRequired
Trigger
Scheduled
Try It
- Store
Trigger
Scheduled
Try It
- AudienceRequired
- Segment or TagRequired
Trigger
Scheduled
Try It
- AudienceRequired
- Email AddressRequired
Action
Write
- AudienceRequired
- Tag nameRequired
Action
Write
- AudienceRequired
- Subscriber EmailRequired
- StatusRequired
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Write
- AudienceRequired
- TagRequired
- Email AddressRequired
Action
Write
- AudienceRequired
- Email AddressRequired
- NoteRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- StoreRequired
- Email AddressRequired
Action
Search
- SearchRequired
- Audience
Action
Search
- AudienceRequired
- Tag nameRequired
Action
Search or write

About Elements Financial Advisor Tools

Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.

Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Mailchimp

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.

Learn more Help

Related categories

Email Newsletters

Similar apps

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Email Newsletters

Campaign Monitor

Email Newsletters

Emma

Email Newsletters

PRODUCTS

CAPABILITIES

By team

Elements Financial Advisor Tools + Mailchimp

Add new Elements prospects as Mailchimp subscribers

New Prospect

Email Opened

Audience

Trigger on every open from a subscriber?

New Audience

New Subscriber

Note About Samples

New Unsubscriber

AudienceRequired

New or Updated Subscriber

AudienceRequired

Note About Samples

Create Campaign

Campaign Name

AudienceRequired

Segment or Tag

Email SubjectRequired

Preview Text

From NameRequired

From Email AddressRequired

To Name

Template

Email Content (HTML)

Create Custom Event

AudienceRequired

Email AddressRequired

Custom Event NameRequired

Properties

Unsubscribe Email

AudienceRequired

Subscriber EmailRequired

Delete Member

Send Campaign

CampaignRequired

Add Subscriber to Tag

AudienceRequired

TagRequired

Email AddressRequired

Find a Campaign

NameRequired

Find Tag

AudienceRequired

Tag nameRequired

Find or Create Campaign

NameRequired

Campaign Name

AudienceRequired

Segment or Tag

Email SubjectRequired

Preview Text

From NameRequired

From Email AddressRequired

To Name

Template

Email Content (HTML)

Find or Create Subscriber

SearchRequired

Audience

AudienceRequired

Subscriber EmailRequired

StatusRequired

Double Opt-In

Update Existing

Replace Groups

Groups

Language Code

Tag(s)

New Campaign

Audience

Status

Link Clicked

Audience

LinkRequired

Trigger on every click from a subscriber?

New Customer