How email marketing works in RemixCRM
RemixCRM pushes new clients to your marketing list automatically — you don't have to copy-paste contacts after every booking. You pick one provider per organization:
- Mailchimp
- Constant Contact
- None (disabled)
Both work the same way: when a client is created in RemixCRM (UI form, CSV
import, or lead-to-client conversion), the contact is pushed to your selected
provider's audience/list as a subscribed member with their name, email,
and primary phone.
The sync is one-way (RemixCRM → provider) and fire-and-forget — if the provider's API is down or the contact already exists, RemixCRM logs it and the client creation still succeeds.
When the sync runs
| Trigger | Source |
|---|---|
| New client | Manual form, CSV import, or Lead API |
| Lead → client conversion | "Convert" button on a lead |
| Lead → event conversion | Same — creates a client if one doesn't exist, then syncs |
Editing an existing client does not re-sync to the marketing provider. If you correct an email, the old email stays in your audience (you'd manually unsubscribe it).
When the sync does NOT run
- Client created without an email (no contact to sync)
- Provider is set to "None" (disabled)
- Provider credentials are incomplete
In all three cases the client creation succeeds silently — no error to the user.
Switching providers
Settings → Integrations → Email Marketing → change the radio → Save. Existing contacts in the previous provider's audience stay there; new clients from this point on go to the newly-selected provider. RemixCRM doesn't migrate audiences for you.
If you want both providers populated, switch and trigger a re-sync (not yet a UI feature — would require a script to iterate existing clients and call the sync helper).
Compliance
RemixCRM sends contacts as subscribed / signed-up — i.e. it assumes
consent based on the business relationship. If you need strict double
opt-in (EU GDPR, some Canadian use cases), see the per-provider docs
for workarounds.