MailChimp Lists
- Evangeline Cruz
When running a campaign, you may use your iCRM Contacts or Leads to build a new List or add to an existing list.
MailChimp may sometimes update their system and terminologies such as changing List to Audience.
Some features might be restricted with the MailChimp plan that you have. For example, free MailChimp only allows one Audience therefore you may only Add to existing list via iCRM.
How to Add a New List
From Leads or Contacts module
1. Click the MailChimp button and select "Add New List" from the dropdown.
2. Select a Record Source. There are 4 options:
- Selected Records (this must be done from the open view before the MailChimp Action),
- All Records from Account *
- Public Mailing List
- View
a. For Record Source = Selected Record. Email recipient are the selected contacts/leads, count of which is displayed on screen.
(Note: This option will only show if customer has selected records from the open view)
b. * For Record Source = All Records from Account. Email recipient are contacts under the selected Account. Note: Not available on Leads.
On the Accounts drop-down, select an Account.
c. For Record Source = Public Mailing List. Email recipient are contacts with the same entry on the Mailing list field.
On the Public Mailing List drop-down, select a Mailing List.
d. For Record Source = View. Email recipient are contacts listed on the selected view. Here is a link on How to Create a view.
On the View drop-down, select a View.
3. Set Exclude from Mailing List checkbox as needed.
4. Toggle to either Copy or Move leads to MailChimp, as needed or skip. Note: Not available on Contacts.
a. Toggle selector to Copy. Selected contacts/leads are copied over to MailChimp.
b. Toggle selector to Move.
To confirm action, type "DELETE".
Selected contacts/leads will be moved over to MailChimp and deleted on iCRM.
5. Set default entries.
a. Enter List Name.
b. Enter Subject.
c. Enter Default From Name.
d. Enter Default From Address.
e. Enter text on Remind People how they signed up to your list.
f. The Company information is fetched from your MailChimp account. You may overwrite this as needed.
6. Click on Create MailChimp List button.
Check your MailChimp and find that the new list is added with the contacts/leads from the record selection.
Related Pages
Video Tutorials
Add a New List
Add to an Existing List
How to Add a Contact/Lead to an Existing List
From Leads or Contacts module:
1. Click the MailChimp button and select "Add to Existing List" from the dropdown.
2. Select a Record Source. There are 4 options:
- Selected Records (this must be done from the open view before the MailChimp Action),
- All Records from Account *
- Public Mailing List
- View
a. For Record Source = Selected Record. Email recipient are the selected contacts/leads, count of which is displayed on screen.
(Note: This option will only show if customer has selected records from the open view)
b. * For Record Source = All Records from Account. Email recipient are contacts under the selected Account. Note: Not available on Leads.
On the Accounts drop-down, select an Account.
c. For Record Source = Public Mailing List. Email recipient are contacts with the same entry on the Mailing list field.
On the Public Mailing List drop-down, select a Mailing List.
d. For Record Source = View. Email recipient are contacts listed on the selected view. Here is a link on How to Create a view.
On the View drop-down, select a View.
3. Set Exclude from Mailing List checkbox as needed.
4. Toggle to either Copy or Move contacts/leads to MailChimp, as needed or skip. Note: Not available on Contacts.
a. Toggle selector to Copy. Selected contacts/leads are copied over to MailChimp.
b. Toggle selector to Move.
To confirm action, type "DELETE".
Selected contacts/leads will be moved over to MailChimp and deleted on iCRM.
5. Select a list from the List dropdown.
Default entries for that list displays
6. Click on Update MailChimp List button. Check your MailChimp and find that the lead/contact is added to the list.
Possible Next Step
MailChimp List is now available.
Here is a link to How to Run a Campaign.