In this fifth article of the series I will describe how to create a Group in Sage CRM and add it as a segment to a MailChimp list.
The place to start is within the Groups screen within the 'My CRM' menu.
I have created a static group called 'Example MailChimp List' and included several contacts. I made sure that the contacts had email addresses that I could access and open and click into to see how MailChimp and Sage CRM would report those interactions.
In integrated systems, users with rights to use the MailChimp feature will see a button on the group page called 'Send to MailChimp'.
Clicking that button will send the Sage CRM group to MailChimp where it will be added as a segment to the list that was used in the original configuration of the integration.
Once we have done that we can create the MailChimp Campaign in Sage CRM and send it to MailChimp. The next article will cover those steps.