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MailChimp - An Introduction (Part 1 of 7)
In this series of articles I will walk through the process of configuring the integration and testing out a first MailChimp campaign driven through the Sage CRM user interface. I found it very easy to create, send, and track email marketing campaigns. The results from the campaign are shown within...
26 Feb 2015
MailChimp - An Introduction (Part 2 of 7)
In this second article of the series I want to consider the how to get MailChimp ready for the integration. This will include how to generate the API keys and identify the mail list to which Sage CRM will send contact details - these will become MailChimp list subscribers. You will need to have a...
5 Mar 2015
MailChimp - An Introduction (Part 3 of 7)
In this third article of the series I want to consider the how to use a MailChimp API Key and List ID to configure the integration within Sage CRM. You will need to log onto Sage CRM and navigate to Administration -> Email and Documents You just need to enter the API Key you generated...
12 Mar 2015
MailChimp - An Introduction (Part 4 of 7)
In this fourth article of the series I will cover the simple task of authorizing additional user to access the MailChimp features. Assuming you have logged on you will need to navigate to the User administration area. Once you have found a user. In may case I have searched for Susan Maye. ...
19 Mar 2015
MailChimp - An Introduction (Part 5 of 7)
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...
26 Mar 2015
MailChimp - An Introduction (Part 6 of 7)
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...
2 Apr 2015
MailChimp - An Introduction (Part 7 of 7)
This is the final part of the series and in this article I will look at the types of results and reports that are returned from MailChimp into Sage CRM. Within Sage CRM there is a scheduled job that retrieves the results of the campaign from the MailChimp server. This job is scheduled by default to...
9 Apr 2015
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12 Jul 2020
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