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.


If you found this tip useful please let us know as feedback is always welcome.