In the following article, we will take a look at some of the main features of the Creatio MailChimp add-on included within this new connector.
What is Mailchimp?
Mailchimp is one of the world’s most popular email marketing providers. Using this connector, you can now connect your Creatio system directly to Mailchimp with 2-way synchronisation.
Whether you are self-employed, manage email campaigns for clients or work in a Fortune 500 company, Mailchimp and Creatio have features that will suit all your marketing needs. Whenever a contact or member is updated in one system, the changes will be automatically applied to the connected system.
With Creatio integrated with MailChimp, you can:
- Synchronise data between Mailchimp and Creatio systems;
- Create, update or delete lists from Creatio;
- Link your Mailchimp campaigns to existing business processes;
- View list statistics from Creatio (opens, clicks, unsubscribes etc);
- View member statistics from the contact section;
- And automatically make changes to the Creatio contact when a member unsubscribes in Mailchimp.
Key Features of Mailchimp and Creatio
Mailchimp List View
The Mailchimp section provides a clear overview of all lists available in your Mailchimp account. Whether a list is created/updated in Mailchimp or Creatio, this information will be automatically applied to both systems seamlessly.
In the Mailchimp List View, you can access a quick summary of your list’s information and performance directly from Creatio. You can customise any of the columns by clicking ‘View’ > ‘Set Columns to Display’.
Mailchimp Record View
Within the Mailchimp Record View, you will be able to view and edit all of the most important information associated with that Mailchimp list, such as the individual members and their recent activity.
You can also add contacts directly from this section by clicking the ‘+’ icon next to the ‘Members’ detail.
Adding Contacts to a Mailchimp List
As mentioned above, one method for adding contacts to a list is by using the ‘+’ icon on the Mailchimp record page. However, with our integration, we make it easier. You can add an individual contact or all the contacts within a selected folder directly from the Contacts section in Creatio.
Simply click the Contact you wish to add (or ‘Select All’ or ‘Select Multiple Records’ from the actions menu) and then click ‘Action’ > ‘Add to Mailchimp List’.
After you have completed this step, the system will then ask you which Mailchimp List you would like to add these contacts to. Simply select the appropriate list and you are ready to go!
Contacts Section
If you would like to see the individual responses tied to a particular contact, you can access this in the ‘History’ tab of the contact’s record.
Here you will be able to see all of the lists this contact is a part of, whether they are subscribed or unsubscribed, the open rate and the average click-through rate of this list.
Furthermore, whenever a contact has unsubscribed from an email campaign in Mailchimp, this will automatically tick the contact records ‘Do Not Email’ checkbox. You can change this any time in the MailChimp System Setting (more information is available in the manual on the marketplace page).
Getting Started
If you are interested in taking advantage of our Mailchimp integration, please get in touch with our friendly team today.
Email us at sales@collierpickard.co.uk. We look forward to hearing from you.
