With the Salpo CRM Integration platform, you can now use the CRM as your main point of access to all your business processes. With this new function, you can integrate Salpo CRM with your favorite business applications. Allowing you to act within a single system with minimal hassle and allows you to monitor all your key interactions with your customers or clients.
Integrating with MailChimp
What is MailChimp?
MailChimp is a simple to use, web-based email marketing solution that helps you manage your mailing lists provides design quality looking emails and tracks the results of your email campaigns.
When connected to Salpo CRM, the integration will allow you to:
1. Add single and multiple contacts from Salpo CRM into a Mailchimp mailing list.
2. Allow you to view which list a contact has been added to from a Salpo CRM contact profile page.
3. Allow you to see from a Salpo contact profile page, all campaigns that have been sent to that specific contact.
4. Allow you to view the Click through and Read rate of an individual directly from a Salpo CRM contact profile page.
How to connect.
Only a valid MailChimp account can be integrated into Salpo CRM. The MailChimp functionality will be available when the integration process is completed.
Follow the steps below to get started.
You must be signed in to your MailChimp account in order to complete MailChimp integration. Click here to sign in to MailChimp
Go to Control Panel > Integrations and all integrated applications will be available in the platform.
Clicking on the Mailchimp logo will take you to a landing page with instructions on how to connect. Click Connect in landing page to get you to the API generating window.
By clicking Open Your MailChimp API Key Page you will be redirected to the MailChimp application API generating field.
Click Create A Key on the MailChimp account page
Copy the API key and paste in the API Key field in Salpo CRM and hit Save.
API key allows full access to your MailChimp account. We recommend you to store your API Key with security. API Key could be updated at any time when required.
When the integration is successfully connected this will be indicated by the Active & Update labels appearing in the MailChimp window in the Salpo CRM Integration platform.
You will also notice a MailChimp tab on your contact profile pages.
How it works with Salpo CRM
Connecting Salpo CRM and MailChimp enables you to sync contacts from Salpo CRM to Mailchimp.
You can add individual contacts to MailChimp or sync bulk contacts.
Sync bulk contacts
From the Contacts list page, create a list of contacts using the filter drop-downs. When you have a list of contacts you want to send to MailChimp, click on Actions > Send to MailChimp.
Lists created in MailChimp will be viewable in Salpo CRM, you will then be able to sync bulk contacts to a list in Mailchimp by clicking Send.
All Mailchimp lists will be available in a select window. Select to mark the MailChimp lists to subscribe and click send.
You can only choose a maximum 10list at a time to subscribe your contacts.
Upon a successful bulk contact sync, you will receive an E-mail from Salpo CRM confirming that the sync has completed.
If an existing contact is already listed in your Mailchimp account Salpo CRM will update the relevant lists and will not create duplications in either system.
To sync an individual contact
You can add a single contact to MailChimp, directly from their profile page.
Find the profile page of the contact you want to add. Select Add and as in bulk export select Manage MailChimp subscriptions. From the dialog box, select which MailChimp list to send the contact to and select Send.
List selection window
When a contact is synced to MailChimp from Salpo CRM a log will populate against the contact profile page.
View campaign history
You can view campaign history of a contact from their Salpo CRM profile page. Every contact profile displays a MailChimp tab, containing information such as the lists the contact is subscribed to, the campaigns they have been sent and a record of any opens or clicks, plus a link to view the campaign in MailChimp.
You can review the Mailchimp lists domain by clickingand subscribe individual contacts if not yet subscribed in lists MailChimp.