In order to build your business, you may want to run a marketing campaign. For example, by sending an email to all customers or a subset of customers.

With Okappy and Mailchimp, this can be done in 3 quick steps.  Read on for step-by-step instructions.

First determine who you want to market to. This could be your customers, subcontractors or even employees.

Once you have decided, download the relevant report from Okappy.  For further information see

• Downloading your customer list
• Downloading your list of employees
• Downloading a list of subcontractors

Once you have your complete population, the next step is to determine who from that list you want to market to.

For example you could send an email to customers who you have not done any jobs for in the last 6 months or for those customers with site addresses in a certain geographical area.

From within Mailchimp

• Choose your audience.

• Click Add contacts and then Import contacts

• Select the option for CSV or tab-delimited text file
• Click Continue To Setup >

• Click Browse and then find the spreadsheet containing your contacts
• Click Continue to Match

• For each column in the spreadsheet, if you want to import it, select edit
• Choose the relevant field you want to import into
• Click Save to move onto the next field
• If you don’t want to import the column, click Skip
• Click Continue to Organize >

• Add tags and choose the status of these contacts in Mailchimp
• Click Continue to Review >

• If you’re happy with the import, then choose Import

Your contact will be downloaded into your audience.  You can then create your campaign and send them to your audience.

For further information on creating campaigns on Mailchimp, check out their Mailchimp 101. For more information on the different reports you can generate from Okappy, check out our Okappy support pages.