FreeAgent CRM's Mailchimp integration enables you to manage your Mailchimp campaigns from within FreeAgent CRM.
Create a Campaign
Before you start, please make sure that your Mailchimp account has already been paired to FreeAgent CRM. You will see a tab called 'Campaigns' or the 'You are all set to send email campaigns through FreeAgent CRM.
If it is not paired, then follow the pairing process described in this tutorial:
Now that your Mailchimp account is paired, click on the 'Campaigns' tab and then click on the 'Create My First Campaign' button. You can also click on 'Things you Can Do' and then 'Create New Campaign'.
This will take you to the create Campaign window. Here you will be asked to add important information for your campaign.
Campaign Name refers to the identifier for your campaign in FreeAgent CRM. This Name is completely internal, so your clients won't see it. The Email Subject on the other hand is theme of your campaign and it is visible for your clients.
The Mailchimp Template field will display your existing Templates from Mailchimp for you to choose from. It is necessary that you have at least one Template in order to create a campaign within FreeAgent CRM.
On the Sender Name and sender email you want to add the information for the sender of the campaign. You are free to enter the Sender name that you wish, however the sender email needs to be part of your Mailchimp account. (Please note that this doesn't mean that it has to be the one paired with FreeAgent, any email will do as long as they belong to the email domain of the mailchimp account).
The campaign run date should be set to the future, as there are a few conditions that need to be met before FreeAgent CRM can send the Campaign.
On the last field called 'Associate Activities To' you want to select the team member to which you will be adding all the activities details, meaning the records of the campaign sent.
Once you have added all the information requested on the form, click the 'Save' button.
Campaigns include the same interface you already know divided in 3 sections, the general information, activity and the dropdown section where you can change to see your Next Steps or the Leads. One element to highlight is the status of your campaign, as it will change from draft, to scheduled to sent.
Excellent! You have created your first campaign within FreeAgent CRM. Now it is time to manage the contact list for the campaign. For this process please visit the following tutorial: