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  • Blog Post: Sage CRM 7.3: MailChimp - An Introduction (Part 1 of 7)

    Sage CRM 7.3 provides a brand new integration with MailChimp among its new features . This new email marketing solution is in addition to the existing SwiftPage based Sage E-Marketing integration and offers customers an additional choice to meet their email marketing needs. I have written before about...
  • Blog Post: Sage CRM 7.3: 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...
  • Blog Post: Sage CRM 7.3: 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...
  • Blog Post: Sage CRM 7.3: 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. ...
  • Blog Post: Sage CRM 7.3: 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...
  • Blog Post: Sage CRM 7.3: 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...
  • Blog Post: Sage CRM 7.3: 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...
  • Blog Post: Sage CRM 7.3: MailChimp and Email Marketing - A roundup of 'must read' articles.

    I recently finished a series of articles on configuring and using the integration with MailChimp. There are several articles however that are of interest to different audiences and I thought it would be a good idea to gather these into a single post in order to prompt wider reading around the idea. ...
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  • Blog Post: The Email Marketing Programme Explained

    Building on my previous blog entry, let's take a look at what the steps in your email marketing programme mean in a little more detail. Strategy A consistent & long-term strategy is essential for successful email marketing. After all, if there is no overall plan as to the WHY & WHAT...
  • Blog Post: Email Marketing Strategy - Brand Alignment

    The previous post talked about thinking & setting key performance indicators (KPIs) - this time, I am talking about aligning your program with your brand. "Nearly a third of survey respondents (32%) said they have stopped doing business with at least one company altogether as a result of...
  • Blog Post: Email Marketing Strategy - SWOT Analysis

    The previous post looked at brand alignment and important consideration on your tactical activities. Let's move on to analysis of your email marketing strategy. An important part of forming your strategy will be to conduct a SWOT analysis. If you are not familiar with this term, it is a review...
  • Blog Post: Email Marketing Segmentation - by Profile (1/3)

    The previous post looked at sources of data - now we move on to segmentation approaches, specifically the three different forms of segmentation ( profile, behaviour and lifestyle ). Profile based segmentation tends to be the simplest & most commonly used method for segmenting emails. Many people...
  • Blog Post: Email Marketing Segmentation - by Behaviour (2/3)

    Moving on from our last post on basic profiling, let's look at increasing the sophistication. A powerful way of segmenting your database is to look at 'click behaviour' as well as browsing or purchase history.In comparison to profile based segmentation ( which relies on customers to actually...
  • Blog Post: Email Marketing Segmentation - by Lifestyle (3/3)

    Moving on from our previous post , let's talk about lifestyle modelling. There are a number of ways in which you can use the data that you hold on your customers to build up a more accurate picture of the type of lifestyle and habits they are likely to have. This can be a very powerful way of...