How to integrate and use MailChimp with Simply CRM

Simply CRM integrates with MailChimp and allow its users to continue using their CRM data in MailChimp, as they execute their email marketing campaigns.

The powerful integration system of Simply provides you with quick installation, privilege configuration and full MailChimp integration. However, before you start using MailChimp with Simply, you will have to establish a connection between Simply and the application.

To create the connection, you will need to:

  • Create a MailChimp account
  • Generate MailChimp access data for Simply
  • Create a MailChimp list.

How to integrate MailChimp in Simply

How to create a MailChimp account

To create a Mailchimp account, you will need to visit their official website at http://mailchimp.com.

In the top right corner, press the Sign Up Free button and follow the instructions to register an account. Use a valid email address that you can access – you will need to confirm your account before you proceed.

How to generate MailChimp access data

Log in with your newly created MailChimp account and open your account profile.

Account Settings in MailChimp

Then, select Extras and API Keys from the drop-down menu.

Press on Create A Key to generate an access key that can be used for Simply.

Copy the URL using the code shown below.

How to assign the access key

Now, open your instance of Simply and go to Settings.

Under Settings, select Other Settings and MailChimp.

Enter your API key in the relevant field, as shown below.

Press Save to confirm the changes.

How to create lists in MailChimp

MailChimp now uses the Audience feature (formerly known as Lists) to organize email contacts. A MailChimp Audience contains all email recipients.

You need to have at least one Audience (List) in MailChimp to be able to integrate with Simply.

You can create an Audience by opening the Audience window from the MailChimp main menu. In the new window, press on the Create Audience button.

In case you don’t see the button, click on View Audiences and follow the instructions to create as many lists as you need. Keep in mind that all of these lists will be available in Simply.

How to sync MailChimp and Simply CRM

To sync MailChimp with Simply, open the menu on the left side and use MailChimp under the Marketing tab to create a new entry. This entry actually represents a group entry that functions in the same way as MailChimp group entries.

To sync the records, you will need to open the detailed view of the MailChimp group in Simply and click on the button Synchronize. Here, you will see a list of your MailChimp audiences and select the one that you want to synchronize with your Simply data.

How the MailChimp synchronization works

MailChimp utilizes two-way synchronization, which means that all contacts within the chosen MailChimp CRM group will be synced with the chosen MailChimp audience. All contacts from the MailChimp audience will be synced with the MailChimp CRM group (and the contacts module).

In case a subscriber uses the Unsubscribe option in MailChimp, they will be removed from the MailChimp CRM group, but they will stay in the MailChimp Audience after the next sync.

If you delete a contact from the MailChimp CRM group, it will be marked as Unsubscribed in the MailChimp Audience after the next sync.

Important: MailChimp will only sync the CRM contacts with designated email addresses.

How salutation handling works in MailChimp

Leads and contacts have a field called Salutation in Simply CRM.

When you transfer CRM data to a MailChimp list for the first time, Simply will create the Salutation field, which will be filled by all subsequent data transfers.

How to use the MailChimp Connector

We will explain how the MailChimp Connector is used on a specific example.

For instance, let’s imagine we have created a MailChimp Audience called Tradeshow New York 08/18. Now, we would like to invite prospects from New York, Boston and Washington DC through a bulk emailing campaign. We would also like to use these lists of prospects for future events and emailing campaigns.

Therefore, we only want to compile the list once and reuse it whenever necessary. To achieve that, we will follow the steps outlined below:

  1. Create a CRM group entry with the name Boston prospects and add all prospects from the Boston area to the group.
  2. Sync this group with the MailChimp audience Tradeshow New York 08/18.
  3. Create a CRM group entry with the name New York prospects and add all prospects from the New York area to the group.
  4. Sync this group with the MailChimp audience Tradeshow New York 08/18.
  5. Create a CRM group entry with the name Washington DC prospects and add all prospects from the Washington DC area to the group.
  6. Sync this group with the MailChimp audience Tradeshow New York 08/18.

By executing the previous steps, we will add all prospects to the MailChimp audience called Tradeshow New York 08/18, which can be accessed by using the menu [Audience] -> Tradeshow New York 08/16 -> [View Contacts].

In addition, you may find each individual group in the menu [Audience] -> [View Audience]. The Audience of subscribers essentially combines the content in the related groups in the following way:

Tradeshow New York 08/13 = Boston prospects + New York prospects + Washington DC prospects.

How to use MailChimp with Simply CRM

When you integrate MailChimp using the access key, you will be able to use MailChimp as an additional module in Simply. You can start by creating a MailChimp group by pressing the Add Record button in the top right corner.

In the new window, you will have to enter the Group Name and assign the group to a user. Additional options such as Group Status and Group Type are also available, but they’re not mandatory.

When you enter the necessary information, press Save to create the group.

Alternatively, you can import records for the MailChimp group, as explained in our earlier articles.

When you create or import a group, you will have a number of different options at your disposal in the list view. You can edit, delete, or export the list as well as locate duplicates in the groups.

In the detailed view, you have even more options, including follow, edit, synchronize, empty log display, duplicate and delete.

You can use the Synchronize option to sync data from the MailChimp lists to your CRM instance, and vice versa. Through Simply CRM you can even attach documents to your MailChimp groups.

When you use the Synchronize button, your CRM data will immediately become available in MailChimp, allowing you to start executing mass email campaigns from your dashboard.

Updated on 08/06/2020

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