Email marketing and outreach campaigns can be a huge boon for many small businesses, which is why Less Annoying CRM built an integration with industry leader MailChimp. With this syncing tool, you can create a two-way connection betwen your CRM Groups and MailChimp Lists so that you can manage mail campaigns in MailChimp while automatically logging this activity in your CRM.
To get started, you'll first need a MailChimp account. You can sign up for free from their homepage. Be sure to check out their pricing page -- depending on the amount and type of mail you need to send, you may need a paid subscription.
Next, you'll need a basic understanding of the MailChimp product. MailChimp has some great training tools available at their help site, and there are far too many features available for us to delve into here. For the Less Annoying CRM integration, the key MailChimp feature you need to understand is Lists. Lists are basically groups of contacts to whom you plan to send email using MailChimp's tools. You can run multiple campaigns to a given List, track information about the contacts in a List, and much, much more.
In some ways, Lists are a lot like Groups in Less Annoying CRM, except with more bells and whistles -- which is why this integration tool lets you link LACRM Groups with MailChimp Lists. Cool, huh?
Navigate to your Settings page in the CRM and click the MailChimp Integration link. You'll need to start by authorizing the Less Annoying CRM integration on MailChimp's site -- click the big green button to log into your MailChimp account and get started.
You'll need to log into your MailChimp account on the next screen, not your Less Annoying CRM account! Once the connection is established, you'll be taken back to Less Annoying CRM and shown a table of your MailChimp Lists, each with its own drop-down menu. For each List you wish to sync with a Group, open the list and select the appropriate Group. If you don't wish to sync a List with a Group, leave it on the option "Do not sync."
You can select as many or as few of your MailChimp Lists to sync with Less Annoying CRM Groups, but you can only sync each Group once. The connection between the Group and List is two-way, meaning you can enter contacts on either end. As a consequence, linking more than one Group to a List will not function properly.
That's it! You're off and running. The initial sync may take a little while, but if you open MailChimp you should see your lists populated with your CRM contacts so you can get started sending email campaigns. When you send email to your lists in MailChimp, that information will automatically be captured and sent to Less Annoying CRM, and it will appear on the profiles of each contact involved, as well as your Dashboard's Activity Feed.
As is the case anytime two dissimilar systems are connected, there are some little details that you might run into that you might find confusing. Here are some of the details about the integration you might need to know, along with some important tips:
As always, if you have any questions that this article doesn't answer, let us know and we'll be happy to clear up any confusion!