FreeAgent CRM offers you a simple yet powerful integration with Mailchimp, the industry-leading email marketing solution. Prepare contacts list in FreeAgent CRM and export them to Mailchimp.
Edition Qualifier: This feature is available starting in Professional and above Editions.
User Permissions: Only the Administrator can pair a Mailchimp Account.
Prerequisites: A Mailchimp account is required for the integration.
In this tutorial we will cover the following topics:
- Navigate to Mailchimp
- Pair your Mailchimp Account
- Export Fields Configuration
- Import Campaign Activity
Navigate to Mailchimp
Open the menu and go to 'Settings', then click on 'Admin Settings' to display the available options. There click 'Mailchimp'. You can use the search function to get there faster, just start typing 'Mailchimp'.
Pair your Mailchimp Account
Click the 'Pair Mailchimp' button to get started. You will be asked to enter your Mailchimp username and password to proceed.
After you successfully pair your Mailchimp address you are good to go! FreeAgent CRM's Mailchimp integration enables you to manage the contacts you want to export to Mailchimp. You will also be able to import campaign activities to your contact's activity timeline.
Export Fields Configuration
After you pair your account, you will need to configure the fields for the export. There are 3 required fields for the export:
- First Name
- Last Name
Just select the field where that information is collected from the available fields on the dropdown for each of them and save your changes.
Export to Mailchimp
To learn how to export your contacts to Mailchimp, please visit the following tutorial:
Export to Mailchimp
Import Campaign Activity
You can import the Campaign Activity to the Activity Timeline for your contacts at any time. Just click the 'Import campaign activity' button. There you will need to select for which campaign you wish to import the activities.
The process will begin in the background as soon as you click the 'Import' button. This means that it will happen backstage so that you can continue with your work.