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Setting up Mailchimp Integration
Setting up Mailchimp Integration

Do you use Mailchimp as your email marketing platform? If so, let's show you how to get it integrated to your CRM!

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Mailchimp is a widely used email marketing platform, and having this integrated to the CRM can assist in attracting and retaining new customers. By integrating your CRM to Mailchimp, you can access the true ROI of a campaign initiative, whilst also providing your Sales team real-time insight into your customer's behaviour. Using the CRM's Contact data, you can develop relevant email marketing content, resulting in more personalised emails and fewer unsubscribes!

Let's take a look at how to get started! 

Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

What's covered in this article

Step 1: Synchronise Contacts 

You'll first need to synchronise your CRM Contacts to Mailchimp. In order to do so navigate to the Settings Centre here and search for 'Mailchimp' in the search bar. 

Step 2: Select Type of Contacts to Synchronise

Before connecting your Mailchimp account to the CRM, you'll need to select what type of Contacts you'd like to sync to Mailchimp.

Firstly, you can select which Company Types you wish to be synchronised. Here you can select multiple Company Types. 

Once you've selected your Company Types, you can then choose which Contact Roles are synchronised to Mailchimp. Here, you can select multiple Contact Roles.

Finally, you can then set a maximum number of Contacts to be synchronised to Mailchimp to help you avoid going over your subscription limits. Please check your Mailchimp pricing plan to set this to a volume based on your current Mailchimp usage and allowance. 

Please note: If the number of Contacts that currently meet the Mailchimp sync criteria is greater than the limit set, the sync will not occur. This is to prevent syncing of too many Contacts and the integration pushing your account over the allowance. If your Mailchimp is not syncing due to the limit being reached, you need to decrease the amount of Contacts set to sync by reviewing the Customer Types/Contact roles configuration, or by increasing the limit on contacts to sync.

Step 3: Connect your Mailchimp Account

The final step is to connect your Mailchimp account with the CRM by clicking the 'Connect' button. You'll then be asked to log in to your Mailchimp account, and once completed, the synchronisation will take place. 

Step 4: CRM Contacts within Mailchimp

After initiating the sync by signing into your Mailchimp account, the CRM Contacts will then be available in Mailchimp. Here's a screenshot of how your Contacts will appear within Mailchimp.

Please note: you may need to toggle on the CRM specific information such as RFM Segmentation, Contact Role, Company Type etc. and custom fields. Account Manager fields (name and email) are synced into Mailchimp as additional custom fields, which you can then use in your email content to help customers know who their Account Manager is and who to contact for enquiries or more information.

Please note: This data syncs every 30 minutes after the previous sync has completed, so if you change for example the company type in the CRM then this change will sync to Mailchimp 30 minutes after the previous sync has completed.

Step 5: Mailchimp Results in the CRM

Once you've sent your first Mailchimp campaign, CRM users will be able to view the recipient's actions from the Mailchimp email within the CRM. You'll find a Mailchimp page against the Contact record, which is where the recipient's actions on your email will be listed, such as whether they've opened the email. clicked on a link within the email etc. 

Within the Communication page, you can also set the recipient's Mailchimp Subscription Status. Please note: the Subscription Status is mapped to Mailchimp already, so will be automatically updated. For example, if a recipient of your Mailchimp email campaign unsubscribed from your email, it will automatically mark them as 'Unsubscribed' back in the CRM.  

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