The latest version of Sage 200 CRM has introduced the integrated MailChimp e marketing application. This provides the ability to send targeted e mails to groups of contacts in CRM via MailChimp using easily configured e mail templates. The results of opens and clicks are fed back into CRM and can be used to create follow up e marketing groups.
This facility is free for up to 12,000 emails per month to a list of up to 2,000 subscribers. Chargeable pricing plans are available for up to 50,000 subscribers and also for more than 50,000.
To set up MailChimp e marketing :
First set up an account with Mailchimp and obtain an API key for connection and also obtain a list id for your master list of contacts in MailChimp :
Then create a group within CRM, this group must include a valid e mail address.
Use the button to send the group list details to Mailchimp.
Additional groups can be added to your MailChimp master list in this way – each group will be identified as a ‘segment’ in the master list and can be targeted separately or as part of the whole list.
Enable CRM users for MailChimp :
Every hour the results of a MailChimp campaign are synchronised back into CRM and the statistics categorised as follows :
You can click ‘Create New Group’ to create a group for further follow up marketing using the contacts in any of the response categories above.
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