How to setup your MailChimp Link

We hope you are ready for the world of linking your CRM database and your e-mail marketing solution. BuddyCRM allows you to configure a daily transfer of your data to Mailchimp. The setup process involves a number of steps – down to the Mailchimp process, not ours we hasten to add!

Firstly, you need to login to your Mailchimp and click on Account Settings

Mailchimp1

Click on Extras and then select API keys. We need your API key to authenticate BuddyCRM with MailChimp.

Mailchimp2

Create an API Key and it should be shown as below.

Mailchimp3

Go to BuddyCRM and click on SETTINGS in the ADMIN menu. Go to the EMAIL PACKAGE INTEGRATION option and choose MailChimpBuddyMailchimp1

In the ADMIN menu select the DATA MANAGEMENT option and choose MAILCHIMP

At the top, click the ACTIVE button to turn on the link

Then, please copy and paste your API key from MailChimp to BuddyCRM and press SAVE

BuddyMailchimp2

Now we have established an authentication, we now need to tell BuddyCRM which MailChimp list to put the data in. So, create a list in MailChimp (whatever name you want). Once created, click on the list and choose Settings. Choose List name & defaults.

Mailchimp4

On the right hand side of the page that loads, you will see the List ID as shown below

Mailchimp5

Copy this and paste it to the MAIN LIST page of the MAILCHIMP setup of BuddyCRM

BuddyMailchimp3

Almost there! We now need to tell MailChimp which fields you want to import from BuddyCRM. This is hugely beneficial as it means you can segment the data based on fields of BuddyCRM. You can segment your e-mail shots based on Clients, Prospects or by Industry or Job Role, for example.

To do this, click on the list you have just created and choose Signup forms. Then click on General Forms.

Mailchimp6

Now go to BuddyCRM and click on FIELDS and tick all the fields you want to form part of the data transfer. Note that e-mail is sent automatically but all others need to be selected. Once selected, click SAVE.

Mailchimp9

 

 

Now we need to tell MailChimp about these fields so go back to your Sign-up forms setup. Click on Add a field and then on Text

Mailchimp7

Make sure the Field Tag matches the Tag shown on the field page of MAILCHIMP setup in BuddyCRM. Choose Hidden in the field visibility section and click save. Repeat this for each of the fields you have selected to transfer across. Tip: If you click on the text option in add a field multiple times quickly it will create a number of fields for you to edit to make it quicker!

Mailchimp8

Phew – it took a little which but now everyday at around 1am GMT, your list will be updated automatically!

You will also now be able to view Open and Click details for each Account or Lead on that record card!

Introduction to Marketing (Creating Campaigns)

Select the Marketing icon from the BuddyCRM main menu in order to manage and monitor your marketing campaigns.

marketing menu item shown on the buddy bar in BuddyCRM

Campaigns can be linked to Opportunities to provide realistic ROI information on Marketing expenditure. They can also be linked to newly created Leads or Accounts in the “Originated from” field.

All current Marketing campaigns can be viewed on the dashboard Screen Shot 2013-10-13 at 10.45.13

 

To edit an exiting opportunity, click on the Opportunity name. However, to create a new opportunity, click on the icon Screen Shot 2013-10-13 at 10.45.19

At the top of the screen, fill in the key information relating to the campaign

Screen Shot 2013-10-13 at 10.45.30

If at this stage, you are not looking at add existing records to the campaign then you can press save now. This may be in the case of something like a press release where you are not aware in advance of the contacts you are communicating with.

However, if you wish to use the BuddyCRM Campaign Builder, then firstly you need to build the criteria upon which you want to generate the list. To do this, you need to select the type of filter you wish to apply. Stay with us as this can sound a little complicated but once you grasp the logic, it is pretty easy.

You can have 3 “Arguments” for each campaign which themselves can have 5 “Criteria”. An argument must relate to one of 6 areas:

Accounts – Account records

Leads – Lead records

Opportunities – Sales Opportunities, whether open or closed

Autofeeds – Data imported to Account records from other sources

Contact or Account response – If you have a the API link to e-mail marketing software, you can filter based on the previous response to a mailing

Sales – Sales data from an account

Pick the area for the first argument from the left hand side.

Screen Shot 2013-10-13 at 10.45.36

 

Then use the filters to build the criteria for that argument.

Screen Shot 2013-10-13 at 10.45.57

Should you wish to add more arguments, for example to combine different areas such as Sales and Accounts, click on the “add more arguments” icon.

Screen Shot 2013-10-13 at 10.46.03

 

Use the And/Or choice to link arguments and then build the second argument in the same way as the first.

Screen Shot 2013-10-13 at 10.46.10

 

Once you have built the arguments and criteria, click on the filter button. It will return all contacts that meet the criteria even if there are multiple contacts at the same Lead or Account. If you want to only select the Primary Contact for each Account or Lead, then tick the button next to the Filter button

Screen Shot 2013-10-13 at 10.46.16

 

The list of contacts that match the criteria will display below. Tick to add them (or All) to the campaign and click “Save”

Screen Shot 2013-10-13 at 10.46.38

The record card will be updated so that all team members are fully in the picture as to what is going on in each record, including campaign communication.

Screen Shot 2013-10-13 at 11.21.59