Marketing Emails with Mailchimp

September 2 2024 7:22pm • Est. Read Time: 3 MIN

You can create and set up effective marketing emails for your guests through Mailchimp. Mailchimp has various packages available depending on your needs. Learn more about Mailchimp plans

Special Offers:

Through the Business Savings Suite, American Express and Resy has teamed up with Constant Contact. Your restaurant can get 30% off for 3 months, plus a 60-day free trial. Check out the offer here

In this article:

  • Step 1: Downloading the Guestbook from Resy OS
  • Step 2: Importing Your Guestbook to Mailchimp
  • Step 3: Creating Your Email Blast 





Step 1: Downloading your Guestbook from Resy OS

  1. Log in to the Resy OS Dashboard
  2. Click the graph icon in the top left-hand corner > Guestbook. For detailed instructions on how to download your guestbook, click here

Please note: Be sure to save your document as a CSV or tab-delimited text file in order to upload to Mailchimp successfully.


Step 2: Importing Your Guestbook to Mailchimp

  1. Go to Mailchimp.com and log in to your account or select “Sign Up Free” to create a new account. 
  2. Once logged in, click the Audience tab.
  3. Click Manage Audience on the right > Import Contacts.

 

4. Choose the CSV or tab-delimited text file option and select Continue on the bottom right-hand corner.

5. Click Browse and choose the file you saved from your computer > select Continue to Match on the bottom right-hand corner. This will sync/add your contacts based on the field names. 


6. The guestbook fields (name, phone number, email, etc.) will be automatically matched for you. This ensures that the correct guest information populates correctly in your Mailchimp account.

  • If they are not showing a field to populate in, click “Edit” to choose a different field type from the dropdown menu.
  • To create a new field, click the dropdown menu and choose “Create a new field” (this is only available to paying customers).

 

7. If you do not wish to import certain information about your guest, choose the “Skip” option under that field. Once you have matched or skipped all the columns select Continue to Organize.

8. Next, create tags and groups. Both of these are optional, but we do suggest adding the tags over groups to help keep your guests organized. Once completed you can continue to the last step by selecting Continue to Review.

  • Tags: Labels you create to help organize your contacts similar to Visit and Guest Tags in Resy. The benefit of creating a tag is so you can specify individuals you want to reach out to (i.e., Friends & Family, Regulars, or Investors). 
  • Groups: Specialized audience fields that correspond to fields on your signup forms. They let you ask your contacts to self-categorize with preset responses that you provide. 

9. Review your data and select Import. Once the import has been completed you will receive an email confirmation.


Step 3: Creating Your Email Blast

  1. On the top left-hand corner select Create > Email.
  2. Select the Regular email option and create a “Campaign Name”. 
  3. Select Begin to head over to the builder where you’ll be able to customize your email.
  4. Your audience had automatically been selected for the “To” field, but you can always edit this if needed by selecting “Edit Recipients”.
  5. Edit the From field to show the “Name” of the sender and the email you would like your E-blast to be coming from.
  6. Update your subject line. This should be something that will catch your guests’ attention. You can also add a “Preview Text” as you see fit.
  7. To design your email, select from several layouts and themes or create your own. Select Continue on the top-right corner to get started.
  8. Once you are done customizing your email you can use the “Preview” tool to review before sending.
  9. After you’ve perfected your email, you can fire it off by selecting Send in the top right-hand corner. If you are a paying customer, you can also take advantage of the “Schedule” option. This will allow you to pick a specific date and time you’d like your emails to be sent.

 



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