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Customized Nutrition Newsletter Campaigns and Kalix
Customized Nutrition Newsletter Campaigns and Kalix

How to effectively use Customized Nutrition Newsletters and Mail Chimp, alongside Kalix.

Updated over 2 years ago

It’s no secret that a regularly scheduled nutrition newsletters are one of the best ways to market your business, retain clients and bring back the ones you have lost. Using Customized Nutrition Newsletters makes it simple to build your own customized nutrition newsletters and grow your business. This article will outline how best to use Kalix, Customized Nutrition Newsletters & Mail Chimp hand in hand.

Step 1 Export Clients out of Kalix

Kalix allows you to export your client list out of the program. This file can be imported into other systems like Mail Chimp.

1) In Kalix, open your client list, hover on Clients on the top header, followed by Clients.

2) Scroll down to the bottom of the page and click Export All Clients.

3) Kalix will download your client list into your browser (please note the download may take a few minutes to appear). If you have trouble locating the client file, please check your download folder.

4) You client file will be saved in your Downloads folder. If you would like to save the file somewhere else in your computer, just open the file and click Save As, choose your preferred location.

Step 2 Register for a Mail Chimp Account

Mail Chimp is an email marketing service.If you do not already have one, register for a free Mail Chimp account. 

  1. Click here to sign up for a free Mail Chimp account. 

3) Enter your account details.

4) You are ready to create your mailing list in Mail Chimp.

Step 3 Create your Mailing List

1) On the Mail Chimp dashboard, click the Create A List button as shown below. 

2) Followed by Create List again.


3) Enter you list details and Save.

4) Click on Import subscribers list as shown below.

5) Choose the option to import contacts from .csv or .txt file. Click Next

6) Upload your client file, previously downloaded from Kalix.

7) Now match up the columns in your upload client list. You probably only wish to import given name, last name and email address. Click skip to unselect the other columns that you do not wish to import. 

8) When you are done click Next.

7) On the next page, categorize the imported subscribers as Subscribed and click Import.

8) Wait a few minutes and when your Import is done, you will see the following message.


Click here for more information about importing a list.

Updating your Client List

You probably wish to regularly update your list in Mail Chimp i.e. just before sending out each new newsletter.

1) In Kalix, export your client list from the program as described above.

2) Now log into Mail Chimp and click on Lists on the top menu bar.

3) Click on the options button (the down icon) against your previously imported list (as shown below), the choose Import. 


5) Choose the option to import contacts from .csv or .txt file. Click Next

6) Upload your client file, downloaded from Kalix.

7) Now match up the columns in your upload client list as per previous. You probably only wish to import given name, last name and email address. Click skip to unselect the other columns that you do not wish to import. When you are done click Next.

8) On the next page, categorize the imported subscribers as Subscribed and click Import.

9) Mail Chimp will skip importing client details that are already saved in your list, hence not duplicate contacts will be created. 

Step 4 Register for a Customized Nutrition Newsletter Account

1) Visit Customized Nutrition Newsletters and sign up for a plan that best meets your needs

2) Enter your payment details and make sure you use the special coupon, exclusive to Kalix customers - friendofkalix
to get a 20% off cart discount.

3) Place your order

Step 5 Set up your Profile & CCN to your Mail Chimp Account

Next you need to set up your profile in Customized Nutrition Newsletters (CCN) and link the account to Mail Chimp, you do this all within CCN. For instructions about how to do this please see the video below.

Step 5 Customize your Newsletter

Now on CNN, it's time to customize your newsletter. 

  1. Select a pre-themed newsletter or choose individual articles. Now send to Mail Chimp.

See the video below for further information about newsletter customization.
​

Step 6 Review your Campaign in Mail Chimp & Send

Your customized newsletter will now be in your Mail Chimp account under Campaigns. 

You can go into the campaign to edit it and then send. See the video below for details. 

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