Integrating MailChimp with Docket

MailChimp makes it easy for any type of business to send professional, engaging marketing emails. Their top ranking in email deliverability means more of your emails will avoid the junk folder and get the attention of your customers and/or sales leads.

If you’re using MailChimp to market your services, integrating that account with your Docket account empowers you with fast, automatic data transfer. 

You no longer have to enter customers’ contact information manually into both MailChimp and Docket. Instead, this integration will automatically push Client information from your Docket account into your MailChimp account as a separate audience that you can then send emails to.

Before You Start

Here are a few things to know before you continue:

  • You must be on Docket's Pro plan in order to use this integration.
  • We recommend that only the Account Owner(s) or main Office Admins(s) integrate MailChimp with your Docket account.
  • You must have a MailChimp account already set up in order to integrate it with Docket. Click here to set up a free account with them.
  • You must have an audience available to be used in your MailChimp account.

Accessing the MailChimp Integration 

To get to the MailChimp integration in your Docket account, follow these steps:

  1. Click on Account at the very bottom of your left-hand menu.

  2. Click on Settings at the top of the page.

  3. Click on Integrations right underneath.

  4. Scroll down to the MailChimp integration card.

Once you’ve located the MailChimp integration card, you’ll begin the connection process.

Connecting MailChimp to Docket

When you’re ready to set up the integration between MailChimp and Docket, there are two steps to complete:

  1. Connect Docket to MailChimp by logging into both accounts.
  2. Create an Audience in MailChimp using your Docket Clients.

Connect Docket to MailChimp

The first step to connecting your Docket account to your MailChimp account is very easy.

  1. Click the “Connect” button from the MailChimp integration card in Docket.

  2. Enter your Username and Password for your MailChimp account in the prompt that appears.

  3. Click “Allow” at the bottom of the next prompt that appears.

The page will automatically refresh and take you back to the Integrations page of your Docket account. You’ll know you’ve successfully connected the two accounts if the MailChimp integration card has three button options instead of one.

Create an Audience in MailChimp

Once both accounts have been connected, it’s time to get your Docket Clients into MailChimp.

  1. Find the MailChimp integration card on Docket’s integrations page.
  2. Click the “Create Audience” button from the MailChimp integration card.

  3. Fill in the business details MailChimp needs from you in the form that appears. (We recommend using your business address for an easy, fast setup.)

    Please Note: The title for your Audience is automatically set to “Docket”, but you can change this if you prefer. We suggest including “Docket” in the title, however, so you easily remember where the audience came from.

  4. Click “Create Audience” after you’ve filled out the form.

Your new MailChimp Audience will be automatically created within just a few minutes, depending on how many Clients you have in Docket. 

Additional Information

If you receive a “Couldn’t create audience” error after clicking “Create Audience”, this means that you don’t have room in your MailChimp account for Docket to create a new Audience.

If you’re using a free MailChimp trial and are only allowed 1 Audience, you’ll need to delete the default audience MailChimp created for you upon sign-up. Please follow their instructions on how to delete an audience by clicking here.

If you’re using a paid MailChimp subscription and already have the number of Audiences allowed for your plan, please reach out to MailChimp to upgrade your subscription or follow their instructions on how to delete an audience by clicking here.

Once the connection is complete, you’ll only see two button options on the integration card in Docket.

Once the sync is complete, the name, primary email address, primary phone number, and physical address of everyone listed in the Clients section of your Docket account will appear as subscribed contacts in MailChimp under your new Audience titled “Docket”.

Please Note: Only the primary email address and primary phone number will be automatically synced in your MailChimp account. If a Client has multiple email addresses or phone numbers in Docket, the additional ones will not sync into MailChimp.

As you add new Clients to the Clients section of your Docket account, they will be automatically synced over into your MailChimp account in a few seconds. 

These Clients will appear under your “Docket” Audience and be automatically subscribed to whatever marketing communications you have set up.

Any time you update a Client’s information in Docket those changes will sync automatically into MailChimp, so you’ll see the changes appear in your Docket Audience in MailChimp.

Please Note: Deleting a Client in Docket will not automatically delete them from your MailChimp Audience. You’ll need to manually delete them by following MailChimp’s instructions here.

For more information on this integration, check out our Integration FAQs article!

If you have any questions, please reach out to our Support team through the blue chat widget on the bottom left of your account or by sending an email to!

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