This is the penultimate revised article of the series. In it, I want to consider how we can create the campaign in Sage CRM and send it to Mailchimp.
A user authorised to use the Mailchimp features will find the Mailchimp campaign option under the 'My CRM' menu.
Just clicking 'New' will allow the user to define a campaign.
A campaign consists of a name linked to a Mailchimp Audience segment containing the contacts (subscribers) added to Mailchimp when the group is sent from Sage CRM.
A Campaign also needs to have the name and email address of the sender.
Once done, it can be saved by clicking the 'Create Campaign' button. This will open another browser tab and start defining the campaign in Mailchimp. You will need to make sure that pop-ups are allowed.
However, the draft campaign is created even if pop-ups are not allowed.
Personalizing the 'To:' field with the merge tags is a good idea. The Sage CRM documentation has all the details about the fields that may be used.
Once you have selected your template and finished changing the design, you will be ready to send the campaign.
You can learn more about merge tags in MailChimp here: https://mailchimp.com/help/all-the-merge-tags-cheat-sheet/
The fields sent from Sage CRM and available for merging into Mailchimp templates are documented here: https://help.sagecrm.com/on_premise/en/2024R2/Administration/Content/Administrator/MC_MailChimpSupportedFields.htm
Once you have selected your template and finished changing the design, you will be ready to send the campaign.
Mailchimp is good at providing you with a prompt to confirm that the email campaign should be started.
And is very clear about when the task has been done.
In the last article of this series, I will examine the types of results and reports you can expect to receive.
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