iEnterprise CRM facilitates an easy way to manage and track your MailChimp campaigns. You can build new list or update existing list by copying or moving Leads or Contacts to these lists.
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Please note that MailChimp is available only with the Unlimited version. |
How to enable MailChimp Integration
1. Click Setup from icon from the Toolsbar and select Global SettingsIntegrations.
2. Click Integrations on the left panel.3. Click on the MailChimp Settings tab tab.
43. Click Enable MailChimp Integration checkbox.
54. Notice that "Connect with MailChimp" button section now displays.
65. Click Save button if you want to do the connection later or continue steps below. (Start with step 4)
76. iCRM is now ready to Connect to MailChimp.
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How to connect to MailChimp
1. Click Setup from icon from the Toolsbar and select Global SettingsIntegrations.
2. Click Integrations on the left panel.3. Click on the MailChimp Settings tab tab.
43. Click Connect to MailChimp button button.
54. On the MailChimp Login page that opens, enter your MailChimp Username and Password.
65. Click Sign in Login button.
76. Status is updated to "Connected as.. ". and Disconnect button displays.
Other information such as Accountname, User Type and Email display.
8 7. Click Save button.
9. Your iCRM is now integrated with MailChimp.
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MailChimp is now added under Tools on Contacts and Leads modules. Here is a link to How to Run a Campaign. |
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