Mailchimp Tags are labels you create to help organise your contacts before sending targeted e-shots. Based on feedback from our users, tagging contacts straight from the CRM into Mailchimp was seen as extremely useful for creating strategic email campaigns. As a result, you can now tag contacts in Mailchimp straight from CRM Reports and Campaign Activities.

Access CRM allows you to integrate directly with Mailchimp to manage and target your audience effectively. One of the key features is the ability to filter contact records within CRM based on specific conditions and tag those contacts in Mailchimp for targeted marketing campaigns.

If you haven't already connected your CRM to Mailchimp please click here to find out how.

Firstly, navigate to your CRM Report or Campaign Activity that you wish to tag Contacts. Use the provided filters to refine the contacts listed, ensuring they meet your criteria. This allows you to target specific groups, such as customers associated with certain companies or those with shared attributes.

For example, we may wish to tag Contacts from the 'Customers who bought X but not Y' Report. Make sure you have applied the relevant filters to get the correct list of Contacts.

Once you've finished applying your filters and ready to tag the Contacts in Mailchimp, click the three dots to open the further options menu. Select the 'Tag In Mailchimp' option from the drop-down menu.

The "Tag In Mailchimp" functionality applies tags specifically to the contacts returned by your applied filters. As long as these contacts already exist in Mailchimp, the defined tag will be added to them for segmentation purposes.

You'll then be able to name the Mailchimp tag. Make sure this is something useful so your Marketing team understand the purpose of this tag. For example, if you were trying to upsell to these customers, you could add this to the tag. Once happy with the tag, click the 'OK' button and all contacts will be tagged if they exist in Mailchimp.