FreeAgent CRM offers you the best-in-class integration with Mailchimp, the industry-leading email marketing solution, for email activities within a Campaign.
Edition Qualifier: This feature is available starting in Professional and above Editions.
User Permissions: Only the Administrator can pair a Mailchimp Account.
In this tutorial we will cover the following topics:
- Navigate to Mailchimp
- Pairing your Mailchimp Account
- Creating a New Campaign
- Managing Contacts
- Reviewing the Status of your Campaign
Navigate to Mailchimp
Open the menu and go to 'Settings', then click on 'System Settings' to display the available options. There click 'Mailchimp'. You can use the search function to get there faster, just start typing 'Mailchimp'.
Pairing your Mailchimp Account
Click the 'Pair Mailchimp' button to get started. You will be asked to enter your Mailchimp username and password to proceed.
IMPORTANT: You can only pair one Mailchimp address to FreeAgent CRM, so make sure that you use your main Mailchimp account for this process. It will be used for your entire organization. This will allow your users to work with their own Mailchimp accounts as long as they belong to the same domain as the paired account.
After you successfully pair your Mailchimp address you are good to go! FreeAgent CRM's Mailchimp integration enables you to manage your Mailchimp campaigns from within FreeAgent CRM.
Create a Campaign
Once you have paired your MailChimp account, you will see a section in the menu called 'Campaigns', you are all set to send email campaigns through FreeAgent CRM.
Click on the 'Campaigns' in the menu or start typing 'Campaigns' in the menu to get there. Then click 'Create New Campaign'.
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 the theme of your campaign and it is visible for your clients.|
|Mailchimp Template||Display your existing Templates from Mailchimp for you to choose from. It is necessary that you have at least one Template created in Mailchimp in order to create a campaign within FreeAgent CRM.|
|Sender Name & Sender Email||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).|
|Campaign Run Date||This 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.|
|Associate Activities To||Select the user 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.
Now that you have created your Mailchimp campaigns, you will need to manage the contacts you want to send the campaign to. This is a simple process and best of all, email addresses for your contacts are verified by Mailchimp. This means that Mailchimp will perform the validation process for those emails and if for any reason they find that the email address provided is invalid, then that contact will not receive the Campaign.
IMPORTANT: Mailchimp Campaigns are sent to the email associated with the 'Work email' out-of-the-box field for your Contacts. In case that field is empty, that contact will not receive your campaign email.
Click the 3 dots on the 'Contacts' related list on the right-hand side of the screen to display the 'Manage Contacts' button, then click on it. Here you will be able to search within your contacts and select those that you want to add to the 'Campaign'.
All the Contacts you select will be shown in the list, where you can opt-to remove them in case one or more of them aren't meant to be there. Once you are done managing them, click the 'X' on the top right corner to dismiss the window, as they are saved to the campaign automatically.
You can also see the campaigns associated with a contact from the 'Contact's detail page' under 'Contacts' or 'Leads' app.
The status of your 'Campaign' will change to 'Schedule' since you added contacts to it. FreeAgent CRM will send your campaign on the scheduled date and time.
Note: Once the status of the 'Campaign' is set to 'Sent' it is not possible to add any more leads since the campaign is considered as completed.
It is the first status of your Campaign. It means that it was correctly created, but there are still steps that need to be taken before it can go to 'Scheduled'.
You will need to add follow the steps provided to add contacts to the campaign.
Once you have added contacts to your campaign and if everything was set up correctly then the status of your Campaign will change to 'Schedule'.
This Status means that your Campaign was sent successfully to your contacts.
At this point in the process, it is not possible to add any more leads, since the campaign is considered as completed.
If you notice that the status is still 'Draft' even after adding contacts, please review the following tutorial: