Mailchimp is a widely used email marketing platform, and having this integrated to Prospect CRM can assist attracting and retaining new customers. By integrating Prospect 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 Prospect 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!
You'll need Prospect CRM Admin rights in order to follow the steps in this article
Step 1: Synchronise Contacts
You'll first need to synchronise your Prospect 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 Prospect CRM, you'll need to select what type of Contacts you would 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: this maximum number of Contacts is only applied to this initial sync and any new Contacts added who meet the filters set will automatically be added to Mailchimp.
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 Prospect 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 15 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 15 minutes after the previous sync has completed.
Step 5: Mailchimp Results in Prospect CRM
Once you've sent your first Mailchimp campaign, Prospect 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 Prospect CRM.