iCRM has a built-in mass mailing capability that you can setup using templates. However, many of our customers already use a email marketing platform like MailChimp to manage their campaigns and promotional activities. With the MailChimp integration you may now use your clean iCRM contact/leads list to send emails while leveraging the robust campaign templates and data analytics of MailChimp. This feature is available on the iCRM Unlimited Version.
Step 1. Prepare your Templates and Lists on MailChimp
Make sure that you have a valid MailChimp Account. Your login credentials will be asked on iCRM setting.
Identify or edit a template that you will use for the campaign, if available. Or create a new template. Please follow the MailChimp user guide on how to create templates.
Prepare a list or Audience if you'd like to use or add to an existing list on MailChimp.
Step 2. Enable MailChimp Integration
Go to Setup Module > Integrations on the Tools bar.
Click here to follow instructions on How to Enable MailChimp Integration
Step 3. Prepare your List
When running a campaign, you may use your iCRM Contacts or Leads to build a new List or add to an existing list.
Click here to follow instructions on How to Build your List for the Campaign
Step 4. Run a Campaign
The MailChimp button is accessible from the Contact and Leads view.
1. Select Contacts or Leads from the Object Navbar.
2. Notice the MailChimp button.
3. Click here to follow instructions on How to Run a Campaign
Step 5. Check your Campaign
You may now monitor your campaign from iCRM.
1. To check by List/Audience,
a. Open a contact record and click on the MailChimp tab.
b. Click on the List button, number indicates how many lists the contact/lead is included.
c. Expand List you want to see.
2. To check by Campaign,
a. Open a contact record and click on the MailChimp tab.
b. Click on the Campaign button, number indicates how many campaigns the contact/lead is included.
c. On the Campaign Name drop-down, select a campaign.
d. Select a Filter,
For example, Email Activity lists a summary of the campaign and some other analytics like averages.
or, Campaign details which shows statistics pertaining to that campaign.
While Opened, lists the recipients and whether or not they opened the email.
Now, you have successfully integrated with MailChimp.