Mailchimp

Mailchimp is a mass email marketing and automation tool. Integrate your Mailchimp and OnePageCRM accounts to keep contacts up to date. The Mailchimp integration also allows you to easily create segments and track your campaigns.

In this article:
How to install the Mailchimp integration How to sync your Mailchimp audience with OnePageCRM
How to set up segments and send newsletters Mailchimp Sync Errors

How to install the Mailchimp integration

    1
    Go to your User Profile / Initials (in the top right-hand corner) → Select  All  Apps and Integrations.
2
Click on Mailchimp under Communication Apps.   
3
Click the  Install button.
4
Under configuration, select Connect → Login to your Mailchimp account → Select Allow.

How to sync your Mailchimp audience with OnePageCRM

1
To create an audience, go to Mailchimp → Audiences →  Create Audience.

2
Once you've created your list go back to OnePageCRM → Mailchimp, under the  Configuration tab →  Select your Mailchimp Audience.
3
Next, select the fields to be synced with Mailchimp.

4
Configure sync by setting your preferences.
  • Select contacts to be pushed to Mailchimp: All contacts or contacts matching specific filter criteria. 
  • Set a suitable time to push contacts to Mailchimp.
  • Select the checkbox 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. To set this up select an option from the Contacts deleted from OnePageCRM dropdown 'will be deleted' or 'will not be deleted' in Mailchimp at the daily sync.
  • By selecting 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
5
Save & Sync to finish configuring the Mailchimp integration.

You've now successfully synced your contacts to your Mailchimp Audience.

How to set up segments and send newsletters

1
In the  Segments tab → + Add segment → Enter Segment name → select contacts from the drop down   → Send to Mailchimp.

2
To create a campaign, select Create a campaign for this segment, this will bring you to Mailchimp to create your email campaign. 

Mailchimp Sync Errors

In the case of an error, OnePageCRM automatically applies one of the following tags to the contacts who are affected:

  • MC Invalid email: Email address of the contact is not correct. It may contain special characters like ‘ , ; space etc. It also includes all well-known temporary email services like yopmail.com or sharklasers.com.
  • MC Incomplete data: If a field is marked as "Required" in Mailchimp and this field is blank in OnePageCRM - this contact will not be pushed. For example, if the Company is a required field in Mailchimp, but the organization field in OnePageCRM is blank, then the contact will not be pushed.
  • MC Duplicate: At least two contacts pushed to Mailchimp have the same email address.
  • MC Cleaned: Some email addresses are automatically "cleaned" by Mailchimp. A "cleaned" contact is referred to as a non-deliverable email address. Hard bounces, as well as repeated soft bounces, become cleaned addresses - see Mailchimp's help article. Cleaned contacts are ignored when are included in a campaign audience. 
  • MC Unsubscribed: Contact manually unsubscribed in Mailchimp or via Unsubscribe link from the campaign email.
  • MC Sync error: Any other sync errors other than the above. For example; The domain of an email address of the contacts cannot be verified at the time of sync etc.

    For more information on sync errors, see here
  • NOTES
    • Please note that during the sync process with Mailchimp the following rules are applied:
      • Only contacts with an email address are pushed to Mailchimp (Mailchimp will not accept contacts without email addresses).
      • If you edit a contact's details, these updated 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. 
      • Filters: If you've selected to push contacts within a filter, if you delete contacts from OnePageCRM or change the filter conditions, then these contacts will be deleted from Mailchimp at the sync time.
    • The Mailchimp integration can only be enabled and configured by the Account Owner or Administrator.
    • Multiple choice custom fields are not supported by Mailchimp.
    • The Status tab will display any errors in the sync. For full details on common sync errors, click here
    • Mailchimp offers a Free Plan which allows you to send 12,000 emails per month for up to 2,000 subscribers.

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