Introduction
The MailChimp Module for Perfex CRM is designed to integrate the popular email marketing platform, MailChimp, with Perfex CRM. This module is designed to provide seamless bi-directional syncing between both platforms, allowing you to manage your contacts and emails in a single interface.
Review
Overall, I would give this module a score of 10 out of 10, with no major drawbacks reported. The module is quite comprehensive, offering two-way syncing of contacts, bulk syncing, and individual contact syncing. Additionally, you can also sync your estimate with Mailchimp orders in Perfex.
One notable feature is the ability to select a default audience, which all contacts will go into when added to Mailchimp. This saves you the hassle of having to manually assign each contact to an audience. The same applies to default stores – you can select one which all orders will be directed to.
The module offers a range of useful features, including the ability to view all the audiences a contact is assigned to, subscribe/unsubscribe a contact from an audience, as well as easy monitoring of Mailchimp contacts and estimates on Mailchimp.
What’s more, the support team has been prompt and helpful in addressing any bugs or issues that arise.
Features
- Two way syncing of Contacts
- Individual and Bulk syncing
- One way Estimates syncing with Mailchimp orders from perfex to Mailchimp
- Get Audiences of Mailchimp
- Get Stores of Mailchimp
- Can select default audience in which all contacts will go on adding to mailchimp
- Can select default store in which all orders will go on adding to mailchimp
- View all the audiences a contact is assigned to
- Contacts can be subscribed to multiple audience
- Subscribe/Unsubscribe a contact from the audience
- Easy monitoring of Mailchimp contacts
- Easy monitoring of Perfex Estimates on Mailchimp
Change Log
- 18-01-23 – Edit button fixed
- 18-01-23 – Contacts not loading in some cases fixed.
Conclusion
In summary, the MailChimp Module for Perfex CRM is an excellent module that offers seamless integration with both platforms. With its intuitive interface and comprehensive set of features, it is the perfect solution for any CRM user looking to leverage MailChimp’s powerful email marketing capabilities. I have no hesitation in recommending this module to anyone.
Thank you for reading!
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Introduction
In today's digital age, email marketing has become an essential tool for businesses to connect with their customers, promote their products, and build strong relationships. MailChimp is a popular email marketing platform that offers a range of features to help businesses manage their email campaigns effectively. Perfex CRM, a powerful customer relationship management platform, has integrated the MailChimp module to provide users with an easy and seamless way to manage their email marketing campaigns. This tutorial will guide you on how to use the MailChimp module for Perfex CRM to send targeted and personalized email campaigns to your customers.
Table of Contents
- Introduction
- Prerequisites
- Installing the MailChimp Module
- Setting up the MailChimp Module
- Creating a Campaign
- Adding Contacts to a Campaign
- Configuring Campaign Settings
- Sending and Tracking the Campaign
- Reporting and Analyzing the Campaign
- Conclusion
Prerequisites
Before starting this tutorial, you should have:
- Perfex CRM account
- MailChimp account
- Basic knowledge of Perfex CRM and MailChimp
Installing the MailChimp Module
To install the MailChimp module for Perfex CRM, follow these steps:
- Log in to your Perfex CRM account and go to the "Modules" section.
- Click on the "Install Module" button.
- Search for "MailChimp" in the search bar.
- Click on the "MailChimp" module and then click the "Install" button.
- Follow the prompts to complete the installation process.
Setting up the MailChimp Module
After installing the MailChimp module, you need to set it up to connect it to your MailChimp account. Follow these steps:
- Go to the "Modules" section and click on the "MailChimp" module.
- Click on the "Settings" tab and enter your MailChimp API key.
- Click on the "Connect" button to connect your MailChimp account.
- Follow the prompts to complete the setup process.
Creating a Campaign
To create a campaign using the MailChimp module for Perfex CRM, follow these steps:
- Go to the "Marketing" section and click on the "Email Campaigns" tab.
- Click on the "Create Campaign" button.
- Enter the campaign details, such as the campaign name, subject line, and body content.
- Choose the contacts to send the campaign to.
- Configure the campaign settings, such as the send date and time, and the sender's name and email.
- Click on the "Create" button to create the campaign.
Adding Contacts to a Campaign
To add contacts to a campaign, follow these steps:
- Go to the "Contacts" section and select the contacts you want to add to the campaign.
- Click on the "Bulk Actions" dropdown menu and select "Add to Campaign".
- Select the campaign you created earlier and click on the "Add" button.
Configuring Campaign Settings
To configure the campaign settings, follow these steps:
- Go to the "Marketing" section and click on the "Email Campaigns" tab.
- Select the campaign you created earlier.
- Click on the "Settings" tab and configure the campaign settings as needed.
- Click on the "Save" button to save the changes.
Sending and Tracking the Campaign
To send and track the campaign, follow these steps:
- Go to the "Marketing" section and click on the "Email Campaigns" tab.
- Select the campaign you created earlier.
- Click on the "Send" button to send the campaign.
- Track the campaign's performance by clicking on the "Reports" tab.
- View the campaign's open rates, click-through rates, and other metrics.
Reporting and Analyzing the Campaign
To report and analyze the campaign's performance, follow these steps:
- Go to the "Reports" section and select the campaign you created earlier.
- View the campaign's performance metrics, such as open rates, click-through rates, and conversions.
- Analyze the metrics to identify what worked and what didn't, and make adjustments to future campaigns.
Conclusion
That's it! You have successfully set up and used the MailChimp module for Perfex CRM to send targeted and personalized email campaigns to your customers. By following these steps, you can easily create, send, and track email campaigns, and analyze their performance to make data-driven decisions. With the MailChimp module, you can take your email marketing to the next level and build strong relationships with your customers.
API Key
The API Key is the most important setting for the MailChimp Module. This key is used to identify your MailChimp account and authorize the module to interact with your MailChimp account. You can find your API Key by logging into your MailChimp account, going to Account > API Keys.
In the API Key settings, enter your API Key and click Save.
List ID
The List ID is the unique identifier for the MailChimp list that you want to sync with your Perfex CRM contacts. You can find your List ID by logging into your MailChimp account, going to Lists > List settings, and clicking on the ID icon next to the List name.
In the List ID settings, enter your List ID and click Save.
Webform ID
If you want to use MailChimp's web form to capture new contacts in your Perfex CRM, you need to enter your Webform ID. The Webform ID is generated by MailChimp and can be found in your MailChimp account by going to Forms > Sign-up forms, and clicking on the ID icon next to the form name.
In the Webform ID settings, enter your Webform ID and click Save.
Sync Frequency
The Sync Frequency setting controls how often the MailChimp Module syncs with your MailChimp account. You can choose from hourly, daily, weekly, or monthly syncs.
In the Sync Frequency settings, select the desired sync frequency and click Save.
Default Segment
The Default Segment setting allows you to specify a default segment that new contacts will be added to when they are created in your Perfex CRM. This can be a helpful way to organize new contacts and ensure that they are targeted with the correct campaigns.
In the Default Segment settings, select a segment from the dropdown menu and click Save.
Test Mode
The Test Mode setting allows you to test the MailChimp Module without actually sending contacts to your MailChimp account. This can be useful for testing the module without disrupting your actual MailChimp account.
In the Test Mode settings, check the box to enable Test Mode and click Save.
Error Handling
The Error Handling setting allows you to specify how the module handles errors when syncing with your MailChimp account. You can choose from Ignore, Log, and Email.
In the Error Handling settings, select the desired error handling option and click Save.
Here are the features extracted from the content:
- Two way syncing of Contacts
- Individual and Bulk syncing
- One way Estimates syncing with Mailchimp orders from perfex to Mailchimp
- Get Audiences of Mailchimp
- Get Stores of Mailchimp
- Can select default audience in which all contacts will go on adding to mailchimp
- Can select default store in which all orders will go on adding to mailchimp
- View all the audiences a contact is assigned to
- Contacts can be subscribed to multiple audience
- Subscribe/Unsubscribe a contact from the audience
- Easy monitoring of Mailchimp contacts
- Easy monitoring of Perfex Estimates on Mailchimp
And the Change Log is:
18-01-23
- Edit button fixed.
- Contacts not loading in some cases fixed.
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