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/
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.
4. Copy the «API Key».
5. Paste it in the «MailChimp key» field in the settings form on the App page.
— 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/
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
2. «Create Groups». This enables Interest Groups and allows you to group contacts for campaigns. This must be activated for the App to work.
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.
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.
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.
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"
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.
In "Settings - Correspondence of fields" select fields, which data you want to get in Mailchimp List tags or in the newsletter.
Create a mailing list
Click «Create a mailing list
» button if you want to start creating a campaign.
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.
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.
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.
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.
If you want to personalize mails, set parameters «Personalized the «To:» field».
When the fields are filled click «Next».
can be created using WYSIWYG or from your code (Tools — Source code). So enter template name and text or html.
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.
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.