MailChimp - An Introduction (Part 6 of 7)

Hints, Tips and Tricks

Technical Hints Tips and Tricks that cover customization and development using Sage CRM. API usage and coding are covered.

MailChimp - An Introduction (Part 6 of 7)

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This is the penultimate article of the series and in this article I want to consider how we can create the campaign in Sage CRM and send it to MailChimp.

A user who is authorised to use the MailChimp features will find the MailChimp campaign option under the 'My CRM' menu.

Just clicking 'New' will allow the user to define a campaign.

A campaign consists of a name that is linked to a MailChimp list segment that contains the contacts (subscribers) that were added to MailChimp when the group sent from Sage CRM.

A Campaign needs to also have the name and email address of the sender.

Once that is done it can be saved by clicking the 'Create Campaign' button and this will cause another browser tab to be opened that starts defining the campaign in MailChimp. You will need to make sure that pop-ips are allowed.

Within the MailChimp campign screen you need to confirm the campaign details. It is a good idea to personalize the 'To:' field with the merge tags. You can learn more about merge tags in MailChimp here: http://mailchimp.com/features/merge-tags/ 

The fields sent from Sage CRM to MailChimp depends on context and the underlying view used for the group definition.

Company (from the view)

  • Company Name (comp_name)
  • Default Person Email (pers_emailaddress) or Default Company Address (comp_emailaddress)

Note:  If both the Company and Person emails are on the Company View then it sends the Company email

Lead

  • Lead_description
  • Lead_personemail

Person

  • pers_firstname
  • pers_lastname
  • pers_emailaddress

Once you have selected your template and finished changing the design will be ready to send the campaign.

MailChimp is good at providing you with prompt to confirm that the email campaign should be started.

And if very clear about when the task has been done.

In the last article of this series I will look at the types of results and reports that you can expect to get back.

Comments
  • Is it possible to add custom merge tags for person as well? I tested some options, example Middle Name - however nothing is getting pushed into Mailchimp?

  • In the current version of the integration we do not allow custom fields to be sent.  We only send across certain fields depending on context.

    Company (from the view)

    •Company Name (comp_name)

    •Default Person Email (pers_emailaddress) or Default Company Address (comp_emailaddress)

    Note:  If both the Company and Person emails are on the Company View then it sends the Company email

    Lead

    •Lead_description

    •Lead_personemail

    Person

    •pers_firstname

    •pers_lastname

    •pers_emailaddress