Whilst you can send emails to your clients through Book That In, Book That In is not an email marketing platform.


The emails you send from Book That In are intended for transactional purposes, rather than marketing.


If you are looking at keeping your clients engaged through email, by sending updates, or even announcing special events or promotions, and/or you want to create fancy email designs, then you will probably want to use a 3rd party email marketing platform.


One popular email application is MailChimp, but to use it, you first need to import your contacts into it from your Book That In account. 


This video tutorial will guide you through the process of exporting your clients' contact information from Book That In and importing them into MailChimp:




Step-by-Step Instructions:


  1. Log into your Book That In account.
  2. Navigate to the 'Business' menu and then click on 'My Clients'.
  3. From the client area, select the 'All Clients' export option. This option exports a simple list of your contacts and their bookings, which is suitable for importing into a mailing client.
  4. Open the exported file and you will see several columns including email address, first name, last name, and first booking date.
  5. To avoid importing duplicate contacts, especially if your email client does not detect duplicates, use Excel's 'Data' -> 'Filter' function. This will allow you to filter your contacts based on their first booking date and include only those who booked after your last upload.
  6. If needed, you can also filter your contacts based on the type of bookings they made.
  7. Once your list is ready, copy the required columns (email address, first name, last name, etc.).
  8. Log into your MailChimp account and navigate to 'Audience' -> 'All Contacts'.
  9. From the 'All Contacts' list, click on 'Add Contacts' -> 'Import Contacts'.
  10. Choose the 'Copy and Paste' option and paste the data you copied from Excel into the provided box.
  11. Follow MailChimp's prompts to organize the data, update existing contact information, and match the data fields.
  12. Finish the process by clicking on 'Complete Import'.

 

Remember, if you have any questions or need further assistance, you can reach us at support@bookthatin.com or via the 'Let's Chat' button to chat with us on WhatsApp.