SageCRM insights - Mailchimp Integration

Nick Rainbird • April 13, 2020

I hope you are all keeping safe and well during these testing times and a big welcome to the first edition of our SageCRM Insights articles.

Over the next few months we will be sharing with you snippets of information and video content around the great features of SageCRM you may or may not be using currently.This week we will be focusing on the SageCRM Mailchimp integration.

MailChimp is web-based email marketing platform that helps you design emails (i.e. newsletters), create campaigns like this one, send them out, and measure results. The SageCRM Mailchimp integration provides you the facility to send emails to up to 2,000 subscribers and 10,000 emails per month totally free.

MailChimp campaigns let you send automated emails to groups of contacts from Sage CRM to tens, hundreds or even thousands of recipients without causing issues with your existing email sever or landing you on a spam/blacklist. MailChimp also implements safeguards to help your business remain in compliance and adhere anti-spam laws. For further guideline information click here.

You can create an audience (a list of campaign subscribers) in MailChimp using Sage CRM contacts.When you send a group of Sage CRM contacts to the MailChimp audience, a new static segment is created in the audience to record these subscribers. A Sage CRM contact can be included in multiple segments in the MailChimp audience.

Every night, MailChimp updates Sage CRM to remove unsubscribed recipients. The Opt out of E-Marketing checkbox on a Company, Lead, or Person record indicates whether the record has unsubscribed from a MailChimp campaign.

Once you've kicked off a MailChimp campaign, you can view how recipients have interacted with the campaign emails so you can follow up with appropriate actions.

By integrating SageCRM and mailchimp you can easily:

Provide timely and relevant information to customers and prospects with email automation.
Track how many people opened your email campaigns and see exactly what they clicked.
Track bounced emails and unsubscribes which can then be turned into a group to be cleansed in SageCRM.
Connect MailChimp to your Twitter and Facebook accounts to automatically post your campaigns on those networks at the same time.

If you are interested in setting up the Mailchimp integration or have any questions or queries on using the SageCRM Mailchimp integration feature then please feel free to call us on 01494 490409 or email the support team on support@rainbirdbusiness-solutions.com where we can assist you with these.

Until the next SageCRM Insights instalment keep safe and we will continue to help you unlock your success with SageCRM!

Nick

Rainbird Business Solutions

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