Import your Mailchimp subscribers in one CSV upload. Get coaching-specific email sequences, newsletters, and client communication — all in CoachBook.
Three steps. No tech skills needed.
In Mailchimp: Audience → All contacts → Export audience → Export as CSV. Download the file to your computer.
Go to Settings → Import → Mailchimp and drop your CSV. We automatically detect email, first name, last name, and tag columns.
We show you a preview — how many new subscribers will be imported, how many already exist. One click to confirm. Done.
We map the standard Mailchimp export columns automatically.
| Mailchimp CSV column | CoachBook field | Notes |
|---|---|---|
| Email Address | Required — rows without valid email are skipped | |
| First Name | First name | Optional |
| Last Name | Last name | Optional |
| Tags | Import tags | Stored as metadata; source tagged as mailchimp_import |
| Member Rating | Ignored | Mailchimp-specific metric, not applicable |
Mailchimp is built for marketers. CoachBook is built for coaches.
Welcome sequences, session reminders, and client nurture emails are pre-configured for coaching workflows.
Email subscribers are connected to client profiles, session history, and program enrollment — not isolated contacts.
Mailchimp charges by subscriber count. CoachBook's email tools are bundled with your practice management plan.
See how email engagement correlates with session bookings — not just open rates.
Start a free CoachBook trial. Upload your Mailchimp CSV on day one — no limits.