MailChimp - Redtail · RIA Operators

MailChimp - Redtail

This is a bit of a duplicate post, but based on replies I am refining.... We use Redtail and have a subscription to Mailchimp. I am have challenges with setting our Redtail tags/groups to go into the Mailchimp audiences, segments and tags. I ended up with several extra Audiences which tripled my bill from Mailchimp. (They did credit me back). We also use Advisorstream and Emoney Bamboo which allows for email lists to be pushed into their systems via integrations.

Does anyone have a consultant or know how to set up Redtail in a way that they can be pushed into the above systems so we can select which group (status, category, tags or quicklist) gets an email. Sometimes it's everyone, other times it would be kids of clients, plan participants or only clients. I've asked Redtail for help but I can't seem to get someone to reply. I'm looking for a geek who can either show me how to set this up in each system or do it for us.

0 comments