MailChimp

MailChimp is a popular email marketing tool that enables you to design and send newsletters to your leads and customers.


By installing this integration you will enable the contacts sync between OnePageCRM and MailChimp. You can select all contacts sync or segment group sync. Recent campaigns reports are pulled from MailChimp and displayed in OnePageCRM.

To install MailChimp integration follow the instructions below:

  1. Go to Apps > Integrations (see A).
  2. Click on the MailChimp icon under the Communications Apps category (see B).
  3. On the MailChimp page, click on the Install button to enable this integration (see C).
  4. On the Configuration tab enter your MailChimp API Key.
    To get your API key:
    • Login to your MailChimp account and go to Account > Extras > API Keys.
    • Click on Create a key, copy a newly generated API Key.
    • Paste your API key into OnePageCRM (see D) and click Connect (see E).
  5. Create a new list in MailChimp e.g OnePageCRM contacts.
    • Go to Lists (see F) > click Create List  (see G) > fill out the new list form > click Save.

  6. Go back to OnePageCRM MailChimp Configuration tab > Step 3: select your newly created MailChimp list e.g OnePageCRM Contacts (see H).
  7. In Step 4 select fields to be synced with MailChimp (see I).
  8. In Step 5 Configure Syncset your preferences (see J):
    • Select contacts to be pushed to MailChimp: All contacts or contacts matching a specific filter criteria.
      Set a suitable time of when the push to MailChimp should take place eg at the end of your day when you're done with updating contacts' info. (At this time your MailChimp contacts will be updated with data coming from OnePageCRM)
    • Select the check box to decide if you want to Automatically push new contacts at the sync time every day.
    • If you delete contacts from OnePageCRM OR contacts no longer match the selected filter criteria, you have a choice to delete these contacts from MailChimp or keep them. According to your preference, select option from Contacts deleted from OnePageCRM will be deleted or will not be deleted  in MailChimp at the daily sync.
    • By checking the Tag contacts rejected by MailChimp during the sync process check-box, the contacts not synced with MailChimp will be tagged e.g.: "MC Incomplete data", "MC Invalid email", "MC Duplicate", "MC Cleaned, "MC Unsubscribed" or "MC System error". Learn more about MailChimp sync errors here.
    • For more information check out Email Campaign.
  9. Click Save & Sync (see K) to finish configuring the MailChimp integration.
  10. You've now successfully synced your contacts to your MailChimp list. Need to send newsletters? Go to  Apps > Email campaigns. For more information on this check out Email Campaigns article.

How to pin MailChimp to the Apps menu

To pin the MailChimp integration to Apps menu (see K), select the check-box Pin this application to the Apps menu (see L).

NOTES
  • Please note that during the sync process with MailChimp the following rules are applied:
    • Only contacts with an email address are pushed.
    • Edited contact details will be pushed at the set sync time. 
    • All Address fields (Address, City, State, Zip, Countrymust be completed in order for the Address to be pushed over to MailChimp. If only some of the Address fields are complete, then no Address information will be pushed to MailChimp. 
    • Deleted contacts from OnePageCRM or contacts no longer fitting the filter conditions are deleted from MailChimp at the sync time.
  • MailChimp integration can be enabled and configured by Account Owner or Administrator user.
  • Multiple choice custom field is not supported by MailChimp.
  • The Sync status tab will display any errors in the sync. For full details on common sync errors click here
  • MailChimp offers a Free Plan including 12,000 emails per month for up to 2,000 subscribers.

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