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.

Please note:

• You will need a Mailchimp account to connect it to OnePageCRM.
• Only Account Owner or Administrators can configure and manage the integration.

Note: To disconnect your Mailchimp Account, navigate to the Mailchimp Integration page → under the Configuration tab Step 1 click on Disconnect. You can then either uninstall the integration or connect to a different Mailchimp account.

Once you created your Audience go back to OnePageCRM → Mailchimp integration page.

Under the Configuration tab step 3 → Select your Mailchimp Audience from the dropdown → click Refresh.

The data fields you select here will be synced together with the OnePageCRM contacts to your Mailchimp account to work with them further.

You can choose 20 fields from the following:

• Email Address (required and always selected)
• Status label (required and always selected)
• First name (recommended)
• Last name (recommended)
• Lead source (recommended)
• Tags (recommended)
• Job title
• Organization
• Owner
• Phone number
• Address
• Contact Custom fields

Note: Only select the necessary fields to keep the sync time efficient.

To configure the sync select your preferences under step 5. → click Save & Sync.

• Select contacts to be pushed to Mailchimp: All contacts or contacts that match a previously saved filter.

  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.

  You can delete or keep contacts in Mailchimp if you delete them in OnePageCRM or if they no longer match the saved filter criteria. Select from the dropdown: Contacts deleted from OnePageCRM XX in Mailchimp at daily sync:
  • 'will be deleted' 
  • 'will not be deleted' 
• By selecting the checkbox Tag contacts rejected by Mailchimp during the sync process, the contacts not synced with Mailchimp will receive a tag in OnePageCRM, to let you know the reason. Learn more about Mailchimp sync errors below in Mailchimp Error tags. 

To finish the configuration of the Mailchimp integration click Save & Sync.

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

• MC Invalid email: The 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: A Contact manually unsubscribed in Mailchimp or via an 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.

  
  

• MC Not Subscribed: The contact has not opted in to receive email marketing campaigns, from your brand.

  
  
• MC Archived: The contact has been archived within your Mailchimp Account and will not be included in future segments or email campaigns.

The Recent campaigns tab provides you with an overview of Mailchimp's email analytics. This feature offers you valuable insights into the performance of Email Campaigns that have been sent out to your connected Audience.

By utilizing this tab, you can easily track metrics such as open rates, click rates, and engagement levels. This data gives you insights into the effectiveness of your email marketing strategies and making informed decisions for future campaigns.

Note: By default this time is pulled from Mailchimp at 5pm. You can adjust this time on the Configuration tab → under step 5 Email Campaigns → Select a time from the dropdown → click on Save & Sync.

Note: You can select either All contacts, a predefined filter, or a saved filter. Please ensure that these contacts will also need to be included in the filter you set for the Mailchimp configuration on the Configuration tab step 5.

Mailchimp has two tag options: their own internal tagging system and the tags synced from OnePageCRM. Learn here how to find your OnePageCRM tags in Mailchimp and create campaigns based on them. 

Note: You can add multiple criteria by clicking on + Add Filter.

With the help of the Mailchimp Widget, users can quickly and easily review Email Campaigns sent to their contacts in the linked Audience.

This feature allows users to retrieve valuable information about previous email campaigns, enabling them to stay informed and organized.