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 icon from the Toolsbar and select Integrations.
2. Click on the MailChimp tab.
3. Click Enable MailChimp Integration checkbox.
4. Notice that "Connect with MailChimp" section now displays.
5. Click Save button if you want to do the connection later or continue steps below. (Start with step 3)
6. iCRM is now ready to Connect to MailChimp.
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How to connect to MailChimp
1. Click Setup icon from the Toolsbar and select Integrations.
2. Click on the MailChimp tab.
3. Click Connect button.
4. On the MailChimp Login page that opens, enter your MailChimp Username and Password.
5. Click Login button.
6. MailChimp Authorization screen opens, click Allow
7. Status is updated to "Connected as.. and Disconnect button displays.
78. Click Save button.
Your iCRM is now integrated with MailChimp.
Note: Mapping can be done later.
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The mapping table below can be used if you have a custom form for your leads on MailChimp and you want to copy over information from your iCRM Leads or Contacts. This must be set prior to running Copy / Move to MailChimp Automation. |
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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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