In this revised fourth article of the series, I will cover the simple task of authorizing an additional user to access the Mailchimp features.
Once logged on, you must navigate to the User Administration area.
Here, I have searched for Susan Maye. I have clicked to open her user record. I can edit the user and scroll down. I can now change the option.
This will grant the user access to the Mailchimp campaign area in the 'My CRM' menu.
The next topic we need to cover is creating a Group in Sage CRM and adding it as a segment to the Mailchimp Audience.
The articles in the series are:
- Mailchimp - An Introduction
- How to get Mailchimp ready for the integration (Generate the API keys and set up an audience)
- How to set up the Integration within Sage CRM
- Authorising users to access the Mailchimp features
- Creating a Group in Sage CRM and adding it as a segment to a Mailchimp audience
- Creating the campaign in CRM and sending to Mailchimp
- Reviewing the campaign results in Sage CRM and creating groups from responses