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Create mail campaigns in Bitrix24 - manage your CRM lists, filter them with different parameters, analyse campaign statistics, and use your own templates.
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Features

Create email campaigns with Bitrix24

Mailchimp & Bitrix24 integration

Use the Mailchimp tools in Bitrix24 to create email campaigns, manage your CRM and filter them with different options, use your own templates, analyse your campaign statistics and track their success.

Syncing Capabilities

Full two-way integration between Bitrix24 and Mailchimp (manual and automatic syncing capabilities)


Mailchimp Lists and Groups

You can choose between previously created lists and groupings in Mailchimp



Use Filters

The full version of Bitrix24 gives you the option to apply a range of filters for your CRM (i.e. Contacts, Companies, Leads etc.). You can also filter according to your user fields.

Test and Schedule Emails

You can send a test copy of your campaign to yourself to see how it looks before sending to your contact list. Campaigns can also be scheduled by setting a time and date for delivery, so they can be sent in timed batches.

Use Your Own Templates

You can use MailChimp's range of pre-built templates or create your very own. Create your own templates through MailChimp or add your own layout. It’s fast and easy to do.

Screenshots

The interface is easy and user-friendly

Product description

Our application integrates MailChimp (an email marketing and service provider) into Bitrix24

You can now use Mailchimp features (create, send and track email newsletters and campaigns) inside of Bitrix24.

This solution allow you to view your campaign statistics and track when they are opened and when links have been clicked on.

A fast and easy step-by-step wizard will help you to select contacts, apply filters, and start your campaign with ease.

A fast and easy step-by-step wizard will help you to select contacts, apply filters, and start your campaign with ease.

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Solve your e-mailing problem in Bitrix24!


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After making an order you can choose a payment system.
When a payment system confirms the payment, you receive on your e-mail a letter with instructions.
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User Manual

Before you start using the app, you will need to sign up to Bitrix24 and Mailchimp (http://kb.mailchimp.com/accounts/account-setup/create-an-account), or sign in using your existing account. (Please note, Bitrix and Mailchimp are two independent services, signing into one will not automatically give you access to the other). After signing in to both services you can begin setting up the app "Mailchimp Mailer - Integration with Bitrix24".

Important, Bitrix24, Mailchimp and and this App are all different programmes. Each of them have free and paid features.
In particular, Mailchimp’s Forever Free plan allows you to send 12,000 emails per month to up to 2,000 subscribers.
For more information, please visit the link below:
http://kb.mailchimp.com/accounts/billing/upgrade-your-account
http://kb.mailchimp.com/accounts/billing/how-mailchimp-pricing-plans-work

Installation


Begin by installing the App in the Marketplace. Select ‘Allow’ to grant the programme access.
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Click on the “install” button to complete the installation.

When the page has reloaded it will display a "settings" form. Here, you need to enter your Mailchimp API key.

Application settings


In a Partition menu, you can find a detail instruction. Follow this instruction and fill settings fields. Then save the entered data.

Mailchimp API key — this is an unique key that allows access to all data in a MailChimp account. To obtain a key, you need to:
1. Sign in to MailChimp (https://login.mailchimp.com/).
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2. Go to Account Settings. Select an «API keys» menu point in the Extras menu «Extras — API keys» (https://admin.mailchimp.com/account/api/).

3. Create a Key in your API keys section.
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4. Copy the «API Key».
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5. Paste it in the «MailChimp key» field in the settings form on the App page.
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Mailing list — the list of Mailchimp for a contact list for a mail-out. This list is where the contact groups are saved for a campaign or synchronization. If you want to use the list for creating campaigns, you should enable Interest Groups for it.

To create a list, you need to:

1. Sign in to MailChimp (https://login.mailchimp.com/).

2. Open the Lists page «Lists». Create a list using «Create list» button (https://admin.mailchimp.com/lists/new-list/).
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To enable List Interest Groups for creating campaigns, you need to:
  
1. Go to the list. Then open "Manage subscribers – Groups". (https://admin.mailchimp.com/lists/dashboard/groups).

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2. «Create Groups». This enables Interest Groups and allows you to group contacts for campaigns. This must be activated for the App to work.
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Common mistake — Interest Groups are not enabled for a list, which will be used for creating campaigns. As a result there will be an error "211: List_InvalidOption. This list does not have interest groups enabled".

After saving a block «Create a mailing list» will appear.
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If you already have sent campaigns in Mailchimp, they’d be shown in a menu point «Statistic». There you can look through main data: a total number of clicks and unique clicks, a total number of opens and unique opens. Also there you can find a link to a detailed campaign report page in MailChimp.
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Besides, in the menu point «Settings» a block with synchronization settings will appear.

If you want to start synchronization, first of all select a «Mailing List» of Mailchimp where CRM contacts will be subscribed to.
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Depending on the selected value of the "Give Priority To" parameter, the contacts chosen from the CRM will be subscribed during the first full manual synchronisation.

Full manual synchronisation will begin each time you click the "Save and Synchronise" button.

Clicking the "Update Existing" button will inform MailChimp to synchronise clients already existing in the list.

Please note: If this parameter is turned on, Interest Group members will be cleared.

Selecting "Turn on Automatic Synchronisation" sets webhooks on Bitrix24 and MailChimp events. When an event occurs, the event data will be sent to the handler and will be updated on the other side.

If a contact has been created or updated in the CRM software, the handler will need to create or update the contact in MailChimp. If a new user of MailChimp has been subscribed or if an existing member has updated their information, including unsubscribing from newsletters, this information will be sent out to the handler and saved into Bitrix24

If a contact has been removed from Bitrix24, they will automatically be unsubscribed from MailChimp mailing lists.

Please note: "MC Subscribed Status" and "MC Rating" fields changed in Bitrix24 won't affect the data in MailChimp.

By clicking the "Save and Synchronise" button, the completed data will be saved and begin a full contact synchronisation between Bitrix24 and MailChimp will begin.

Create a mailing list


Click «Create a mailing list» button if you want to start creating a campaign.
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Then select «Mailchimp List», which has enabled Interest Groups. If it doesn’t have enabled groups, you’ll see notification about it. Enable groups as it described above and reload the App page.
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After selecting the List, you should select recipients. They can be selected two ways: from CRM (Contacts, Companies, Leads) or they can be members from earlier created Mailchimp group from previous campaigns.

Pay attention please, these groups are storing in Mailchimp and won’t be updated with data from Bitrix24.
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So you can select existed group or create a new group and select CRM contacts (Contacts, Companies, Leads) for it.

Pay attention please, «Mailchimp group name» field value should be unique and should not exist in the Mailchimp List at a moment of creating a campaign.
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There is a set of filters for each CRM (Contacts, Companies, Leads). You can use these filters to select recipients. These sets consist of CRM (Contacts, Companies, Leads) properties and user fields.

Pay attention please, that a lead product filter can take a very long time (and isn’t effective for a big number of leads), which depends on a total number of leads.

If a filter field type is Date, you can select row only in a single day from 00:00:00 till 23:59:59.

String type fields filter works like a search, so you can enter only a part of searching text.

Unsubscribed recipients would be excluded from the newsletter by Mailchimp, if campaigns they unsubscribed didn’t delete.

If you have many recipients, you can use «Choose all» button to select all of them. As a result all CRM contacts will be chosen using filter (if they have emails).

Pay attention please, if a total number of chosen contacts is different from a total number of contacts, it means that some CRM contacts have more than one e-mail.

You can see a number of chosen contacts (e-mails) of CRM (Contacts, Companies, Leads) in the lower right corner. If you’ve made a mistake during recipients choosing, you can clean this list using trash-icon button in the lower right corner.

A recommended number of recipients is lower than 5k.

Also don’t forget about your Mailchimp pricing plan limits (http://kb.mailchimp.com/accounts/billing/how-mailchimp-pricing-plans-work). A campaign won’t be start if a number of subscribers is more than Mailchimp pricing plan allowed.

Click «Next» after choosing recipients.

On the «Campaign information» step you should fill required fields and set info you need. Than you can go to template choosing.
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If you want to personalize mails, set parameters «Personalized the «To:» field».

When the fields are filled click «Next».

A template can be created using WYSIWYG or from your code (Tools — Source code). So enter template name and text or html.
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If you want to insert an image use «Insert — Insert image» menu point of WYSIWYG. In the opened popup you should enter the image source. The source should be absolute and the image should be shared for everyone. For example, use Mailchimp File manager.

A template name is unique for Mailchimp templates. So if you want to save template, enter an unique name for it. If a template with entered name already exists, you’ll see a notification.

The App cannot update existing templates.

Pay attention please, the «Drag&Drop» template type was deprecated by Mailchimp API. That is why you should change its type to «Code Your Own» (http://cdn-images.mailchimp.com/email-reference/getting-started/using-mailchimp/using_mailchimp_2C.jpg).

To convert your template to Code Your Own type you need to:
1. Go on the template you want to copy and select «Export as HTML» (http://kb.mailchimp.com/templates/code/export-templates-html)
2. Open the file in the simple text editor.
3. Copy the code.
4. Go to Mailchimp «Templates — Create template Code Your Own — Paste In Code» (http://templates.mailchimp.com/getting-started/using-mailchimp/).

Don’t forget to send a test of your campaign and check it. If the letter view you got is different from the template, ask your html-coder to fix the template code.

When all fields filled and template chosen you can send a test of your campaign using «Send a test of this campaign» button. A test letter will be sent to emails, you’ve entered in a field near the button (split them with comma).

After you convinced that all data was filled right and you like the template view, you can start the campaign using «Send the campaign» button. The App will save all data, create/update and start the campaign.

If you didn’t set «Advanced settings» the campaign would be start immediately after its creating.
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Use «Advanced settings» to create a scheduled campaign. There you can set date and time when you want the campaign to be sent.

Only paid Mailchimp accounts can use disabled fields (http://kb.mailchimp.com/accounts/billing/how-mailchimp-pricing-plans-work).


Enjoy the App using!

If you have any question or problems, search answers in the section «FAQ» (http://marketplace.artdepo.com.ua/en/mailchimp/#faq) in our site or send us an e-mail.

Download the manual

FAQ

What differences are there between the free and paid versions?
Here are some differences between free and pro versions.

Free version
— it has a limit of emails (500) for one campaign
— it does not save your templates

Pro version
— has no limit of emails for one campaign
— it has a filter for contacts
— you can select all contacts with one click
— you can see a number of campaign recipients
— it saves your templates
— you can use full manual or automatic synchronization between MailChimp and Bitrix24
— you can send a test of your campaign
— you can send campaign by schedule
— you can use created MailChimp groups
Campaign_InvalidOption. Your Campaign is not ready to send. You must reconfirm the list before you can send to it
MailChimp tells you that your list has many stale addresses. They are old or invalid that haven’t been sent to in a long time, which can lead to high rates of bounces, spam complaints, and unsubscribes
Please reconfirm your list email. Use this article for help — http://kb.mailchimp.com/lists/manage-contacts/reconfirm-a-list
About bounced email
You can read about "bounced email" in Mailchimp manual:

http://kb.mailchimp.com/accounts/compliance-tips/about-bounces
http://kb.mailchimp.com/delivery/spam-filters/i-know-this-email-address-is-valid-but-it-hard-bounced
Error parsing JSON answer from MailChimp API
Probably you use an old version of the application. Contact us to solve the error.
How do I delete my mailing list and it’s subscribers?
In the articles below you can find how to delete List and Subscribers:

http://kb.mailchimp.com/lists/managing-subscribers/delete-a-list
http://kb.mailchimp.com/lists/managing-subscribers/how-to-remove-subscribers
Error: 270: List_InvalidInterestGroup. "FirstGroup" is not a valid Interest Group for the list: Bitrix24
Every Mailchimp's Interest grouping should have a group. Our application uses only groupings. As far as a group is required, the application creates a group named "FirstGroup". Try to rename a group of your grouping to "FirstGroup".

Generally, using the application, means that you create groupings in the app. When you are creating a campaign, choose Mailchimp list, enter an unique grouping name or leave its default value, choose contacts, fill campaign data, choose a template and send the campaign. The grouping will be created and and choosen contacts will be grouped in it automatically.
What are the prices for MailChimp?
Mailchimp Free plane allows you to save 2000 subscribers in your account and to send 12000 letters per month.

If you need more subscribers or letters you can buy them. Here more information about it:

http://kb.mailchimp.com/accounts/billing/upgrade-your-account
http://kb.mailchimp.com/accounts/billing/how-mailchimp-pricing-plans-work


The App does not limit your Mailchimp plane.
How do I view the stats for my campaign report?
A campaign statistic does not linked to Bitrix24 CRM and does not synchronize with CRM.
Full campaign statistic you can see in Mailchimp. It shows opened, bounced, unsubscribed, abused emails, clicks and other. More information about campaign reports you can find in Mailchimp manuals. Here is some links
http://kb.mailchimp.com/reports/about-campaign-reports
http://kb.mailchimp.com/reports/about-open-tracking
Why aren’t my subscribers receiving my campaigns?
Read more about it here — http://kb.mailchimp.com/delivery/deliverability-research/my-subscribers-arent-receiving-my-campaigns
Why am I not receiving my test campaigns?
You can read more here — http://kb.mailchimp.com/delivery/spam-filters/im-not-receiving-my-test-campaigns
Access denied 400
Doese you user have permissions to CRM (Company, Contact, Lead) — https://helpdesk.bitrix24.com/open/1332384/
Error: 270: List_InvalidInterestGroup. "FirstGroup" is not a valid Interest Group for the list: LIST_NAME
You shouldn't rename FirstGroup to any other name, because the App uses this name. It uses Interest Groupings with only one Group, named FirstGroup. If you rename group, it won't work. This is how it is works.
Error! The application was not installed
Enter the App cupone and try to install again.
How can I continue my subscription?
Have got an error [SPR306]?
1C-Bitrix has not done billing for us yet. So you can subscribe to our App in our site — marketplace.artdepo.com.ua/mailchimp/#pricing
ERROR_CORE: Name is not specified. (400)
Please, fill First Name field in your profile Bitrix24.
invalid_token: The access token provided is invalid. (401)
Write to us and will try to solve the problem.
ERROR_ENTITY_NOT_FOUND: Entity not found (400)
Try to reinstall the App fully. How to do that read in the question below.
How can I fully delete the app?
If you want to delete the App, go to your apps page named My Apps (/marketplace/buy/).
Click a delete button.
In the popup window check "delete application settings and data" option.
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Confirm application deleting.
Why is my email list empty? Why is there no data in my CRM?
«Empty list of emails» or there is no data from CRM
Probably, there are contacts with empty emails in your CRM. Since Bitrix24 API doesn't allow to exclude these contacts, this situation takes place.
Try to sort your data in CRM by Last Name in straight alphabet direction and add, for example, a record with your e-mail to first 50 records. It should help.
How can I change the footer on my emails?
You can try to change letters footer reading links below:
http://kb.mailchimp.com/campaigns/design/translate-footer-content
http://kb.mailchimp.com/campaigns/design/customize-your-campaign-footer
http://kb.mailchimp.com/campaigns/design/theres-a-gray-footer-added-to-my-campaign
How many subscribers can I have? How many letters and campaigns can I send?
MailChimp's Forever Free Plan allows you to send 12,000 total emails a month to up to 2,000 subscribers. MailChimp's Payed Plans has its own limits. More detail you can read here http://kb.mailchimp.com/accounts/billing/how-mailchimp-pricing-plans-work Bitrix24 and our App don't have limits.
Error: 311: Campaign_InvalidContent. from_name - " must not be included in the input
Replace the quotation marks to the classic «» in the field "From name".
Error: -99: Unknown_Exception. Your Campaign is not ready to send.
Go to Mailchimp to a campaigns list page. Choose the campaign you've couldn't sent. There will be shown the reason of the failed campaign sending.


An error "Default Header Content. Looks like you have left our default header content unmodified. Specifically, we still see "Use this area to offer a short preview" in the pre-header/header area." - there is some default text "Use this area to offer a short preview of your email's content." in some Mailchimp templates, which should be changed. If you didn't do that, you would get this error.

An error "List. Your segment of list "ListName" is empty (0 recipients)." - when you've been creating this campaign, you probably chose e-mails, which were unsubscribed from your newsletters.
Can I personalise my newsletter?
You can personalize a newsletter using common Mailchimp merge tags (http://kb.mailchimp.com/merge-tags/all-the-merge-tags-cheatsheet).
Only e-mail, first name and last name are export from Bitrix24 to Mailchimp.
Îøèáêà àêòèâàöèè. îáðàòèòåñü â îòäåë ïðîäàæ.
Did you install the App?
Do you see some messages about trial period in the App page?
Did you try to enter the coupon second time?
Error: 312: Campaign_InvalidOption. Your Campaign is not ready to send. Account disabled
Were you in your Mailchimp account?
What messages does it show to you?
What errors do you see in the latest creates campaign?
How do I attach a file to my newsletter?
You can add a file to your newsletter using it's link.

1. Upload a file to a public server (Google Dreive, DropBox, FTP, etc).

2. Get a public link to the file.

3. Enter the link in the letter text as a reference.

Mailchimp as a file store — http://kb.mailchimp.com/campaigns/images-videos-files/host-files-in-mailchimp
List_TooManyInterestGroups. Cannot have more than 60 Interest Groups per list.
Interest Groups are used to segment your subscribers. The segments are used in the campaigns. Mailchimp has a limitation for a number of Interest Groups for the one List and it is 60. Please, delete unused groups.

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But if you need all of them, create a new list and enter it in the App settings. Don't forget to activate Interest Groups for the new list. 
How do I add an image to my newsletter?
Upload an image to the outside server, which can give to you a public link . Create a public link to your image and enter it in the field
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For example use Mailchimp File Manager
I have my own templates in Mailchimp, but they aren’t showing in the app. How can I use them?
The "Drag&Drop" template type was deprecated by Mailchimp API. That is why you should change the type to "Code Your Own" (http://cdn-images.mailchimp.com/email-reference/getting-started/using-mailchimp/using_mailchimp_2C.jpg).
Try to move your template to Code Your Own type.

1. Go on the template you want to copy and select "Export as HTML" (http://kb.mailchimp.com/templates/code/export-templates-html)
2. Open the file in the simple text editor.
3. Copy the code.
4. Go to Mailchimp - Templates - Create template Code Your Own - Paste In Code (http://templates.mailchimp.com/getting-started/using-mailchimp/).
Error: -100: Validation_Error. You must specify a type value.
This problem exists till the 7 version of the Free App and the 2 version of the Pro App.

To solve the problem, please, enter to your Mailchimp account. Go to the Campaigns section. Create a "Bitrix24" folder.
Then go to the Bitrix24 and try to save the App Settings.
Error: 311: Campaign_InvalidContent. Your list has an email option so the text part is required
An option "Let users pick plain-text or HTML emails" is enabled (In your Mailchimp account in the List Settings -> List name & defaults) .

It should be disabled, because the App doesn't use plain-text (Under your list's settings, there is an option to allow users to select their email type (format). When that's on and you don't include the 'text' content.)
Error: 211: List_InvalidOption. This list does not have interest groups enabled
You've not done 7 and 8 points of the Settings instruction (http://marketplace.artdepo.com.ua/upload/medialibrary/294/294bd71bf4cc1206e123f6b1e860ce9e.jpg)

7. Then open "Manage subscribers – Groups".
8. Create Groups. This activates Interesting Groups and allows you to group contacts by campaigns. This must be activated for the solution to work.
My screen is blank and I am unable to install the app.
If you user IE, please try another browser.

Or try to:

1. Switch the Bitrix24 interface language to "Russian" on the bottom of inside page http://marketplace.artdepo.com.ua/upload/out/bxmc_lang.png
2. Reinstall the App. (https://YOUR_DOMAIN.bitrix24.COM/marketplace/updates/)
3. Switch the language back.


And if you use self hosted Bitrix24, it should have SSL certificate.
Error: 311: Campaign_InvalidContent. from_email - mai.ru must be verified to send from it
You entered an e-mail to the campaign form fields, that hadn't been verified in the Mailchimp.
You can read an article below and discover how to verify your e-mail.
https://help.hover.com/entries/52485300-How-To-Use-your-domain-email-with-MailChimp

Changelog

Version 5

(01.02.2017)
  • CRM priority changed to CRM choosing in Sync Settings.
  • CRM (*|CRM|*) and Second Name (*|SNAME|*) fields are using in synchronization.
  • Added button Save to Sync Settings.

(25.09.2015)
  • Added full manual synchronization and automatic synchronization of Bitrix24 and Mailchimp members.
  • Added feature of test sending of a campaign.
  • Added feature of schedule sending of a campaign.
  • After a campaign started the record adds to every Bitrix24 member to thier CRM Activity.
  • Added feature of selecting Mailchimp list and Mailchimp Interest Groupings.

Version 4

(23.04.2015)
  • Fixed bug with getting filter values

Version 3

(19.03.2015)
  • A possibility to choose all contacts has been added.
  • A problem of editing templates in the editor has been fixed.
  • All CRM fields to the filter have been added.

Version 2

(09.12.2014)
  • Fixed bug with interface language.
  • Fixed bug with sending of many contacts.
  • Fixed bug when a campaign folder does not exist.
  • Created automatic deletion "Fast Mail" from a mail template.
  • Added saving of users' templates.
  • Added filtering by user fields.
  • Added leads filtering by currency.

Version 1

(02.09.2014)
This extended solution provides Bitrix24 users with the possibility of using predefined filters for contacts, companies and leads.

Contacts are filtered by companies list, position, contact type and responsible person.
Companies are filtered by company type, industry and responsible person.
Leads are filtered by status, position, product and responsible person.