# Add leads to your newsletter

> Add leads who opt in to Mailchimp, Brevo, MailerLite, Klaviyo or another mailing list, once they confirm by email.

Source: https://roughfigure.com/help/newsletter-tools

You can add leads to your mailing list automatically. It’s part of the Pro plan, and an owner or admin needs to set it up.

## Who gets added

Only new leads who do both of these:

1. Tick **Send me occasional offers and tips** on your estimator.
2. Press the button in the confirmation email we send them.

Asking for a price isn’t permission to send marketing emails, and anyone can type someone else’s address into a form. Confirming proves it’s really them. The link works for 30 days, and you’ll see on the lead when they confirm.

Leads from before you connected aren’t added.

## Connect it

1. Go to **Integrations** and find **Add leads to your newsletter**.
2. Choose your tool.
3. Follow the steps on the page, then paste in your details.
4. Click **Connect**.
5. Click **Add my email as a test**, then look for your own email address in your tool.

Your key is stored encrypted, and we never show it again.

## What each tool needs

| Tool             | What you need                                 | What arrives                |
| ---------------- | --------------------------------------------- | --------------------------- |
| Mailchimp        | API key and Audience ID                       | Their email and name        |
| Brevo            | API key and list ID                           | Their email and name        |
| MailerLite       | API token and group ID                        | Their email and name        |
| ActiveCampaign   | API key, account name and list ID             | Their email, name and phone |
| Mailjet          | API key, Secret key and list ID               | Their email and name        |
| Campaign Monitor | API key and list ID                           | Their email and name        |
| Klaviyo          | Private API key and list ID                   | Their email                 |
| Loops            | API key, and a mailing list ID if you use one | Their email and name        |
| beehiiv          | API key and Publication ID                    | Their email                 |

ActiveCampaign is listed under your CRM as well. Connect it here to subscribe people to a list, or there to add every lead as a contact.

AWeber and Zoho Campaigns aren’t available yet.

## Good to know

- **Double opt-in:** leave it off in your tool. We’ve already confirmed them, so otherwise they’d be asked twice.
- **Unsubscribes:** Mailchimp, Mailjet, Campaign Monitor, Loops and beehiiv keep someone unsubscribed if they’ve left your list. In ActiveCampaign and Klaviyo, ticking the box on a new enquiry subscribes them again.
- **Campaign Monitor:** we tell it these subscribers haven’t agreed to tracking, so it won’t record their opens and clicks.
- **beehiiv:** new subscribers don’t get your welcome email.

## If someone asks you to delete their details

Deleting a lead in RoughFigure doesn’t remove them from your newsletter tool, so remove them there as well. Read more about [customer data](https://roughfigure.com/help/customer-data).

## If someone doesn’t appear

Open your tool under **Integrations** and look at **Recent leads**. If they aren’t listed, they either didn’t tick the box or haven’t pressed the button in their confirmation email yet. Open the lead to see if they’ve confirmed. **Failed** shows the reason, with a **Resend** button.
