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Mailchimp + White Swan

Add new White Swan leads as Mailchimp subscribers

Building an email marketing list is a valuable resource for businesses, but manually checking leads you're getting from White Swan and adding them to your lists is time consuming. With this template, you can automatically add new leads that have started requesting a plan through your White Swan page. The template searches for a subscriber on Mailchimp with the same email, and adds a subscriber with that email if the subscriber doesn't already exist. With this template, you'll be able to automatically expand your marketing lists to drive better results for your business.

Building an email marketing list is a valuable resource for businesses, but manually checking leads you're getting from White Swan and adding them to your lists is time consuming. With this template, you can automatically add new leads that have started requesting a plan through your White Swan page. The template searches for a subscriber on Mailchimp with the same email, and adds a subscriber with that email if the subscriber doesn't already exist. With this template, you'll be able to automatically expand your marketing lists to drive better results for your business.

  1. When this happens!
    White SwanWhite Swan
    New Plan Request Started

    Triggers when someone starts requesting a new personal plan through one of your accounts pages.

    TriggerInstant
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Supported triggers and actions

What does this mean?
  • White Swan triggers, actions, and search

    New Plan Change Request

    Triggers when one of your referred clients submits a change request for a personal plan they've received.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Plan Request Finished

    Triggers when someone finishes requesting a new personal plan through one of your accounts pages.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Personal Plan

    Triggers when one of your clients receive a personal plan.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Plan Request Started

    Triggers when someone starts requesting a new personal plan through one of your accounts pages.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Earnings Event

    Triggers when a new earnings event is created for your White Swan account (credit from referring clients/other partners or payouts).

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    Application for Plan Finished

    Triggers when someone finishes an application for a personal plan that has been requested through one of your pages.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Plan Offered

    Triggers when an insurance plan is offered from an insurer to a client you referred through one of your accounts pages.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Plan Delivered

    Triggers when a plan offer is accepted, delivered, and put in-force for a client referred through one of your pages.

    Trigger
    Instant
    Try It
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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.
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Related categories

  • Email Newsletters

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About White Swan

White Swan is a brokerage platform that allows businesses to offer any type of life insurance product through an embeddable experience.

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