VTiger CRM Mailchimp Plugin Installation Tutorial

June 10, 2014

This tutorial shows how to install and how to use VTiger CRM Mailchimp application on your VTiger CRM by simple step by step procedure.

Plugin Installation

  1. Backup your VTiger Database before proceed with installation
  2. Go to VTiger CRM Settings and select Modules
  3. Click “Install From File” to import zip file
  4. Click “Choose”
  5. Select MailChimpCampaings.zip file and click Import. If you stuck with any warnings, please read the warning carefully. Warning may occur if the file name already exist. So you can update the existing file.
  6. After successful Import, click “Finish”
  7. Copy and Install “MC_Install.zip” file to your vtiger Root directory.
  8. Extract MC_Install.zip file using “unzip MC_Install.zip” command or any method.
  9. Execute Installation script “smackmcinstall.php” file by entering URL like “www.YourCRMURL/smackmcinstall.php”.
  10. After Installation, It will ask you to go to the MailChimp Module, Click the link to access the Mailchimp module.

Workflow – How to?

  • Login into mailchimp with your credentials
  • Now you have to create some LIST, GROUP and SEGMENT in Mailchimp. Go to Mailchimp and create it.
  • How to Create List, Group and Segment in Mailchimp
  • To create List,
  • Click “Create A List”
  • Enter the necessary details and click “save” button
  • Now the List has been created and you can view it
  • To create Group,
  • Goto “Manage Subscribers” and select Groups
  • Click “Create Groups” to create new group
  • Provide the necessary details and click save
  • Now group has been created and you can view it
  • To create Segment,
  • Goto “Manage subscribers” and select segments
  • Select “Create Segment” to create new segment
  • Enter the details and save the segment
  • How to Sync
  • Go to All in your VTiger CRM
  • Select Tools and click “Mailchimp Campaign”
  • The List in your connected Mailchimp will be listed in our Mailchimp Campaign module in VTiger CRM. Select the list you want to sync and click “Create List” to create new list
  • Provide the necessary details and click submit
  • Then your mailchimp list will be synchronized in VTiger CRM
  • Select any list from dropdown and click “Send Changes” or “Get changes” to send or receive the changes from mailchimp to VTiger CRM and vice-versa.VTiger CRM Mailchimp Plugin Installation and vice-versa

How to add Groups

  • Click “Add campaign” from the “List view”
  • Provide a group name you want to create. Select the option as group and click “save”
  • Select the option Sync as Group
  • Click “Sync As Group”
  • Select the list to which you want add the Group
  • You can select the list from the dropdown and click “sync group”
  • Now in mailchimp your group has been synced successfully and you can view it in mailchimp.

How to add Segments

  • Click “Add campaign” from the “List view” in Mailchimp module.
  • Give a segment name you want to create
  • Then select the Segment Option and click “save”.
  • Select the option Sync as Segment
  • Click “Sync As Segment”
  • Select the list to which you want to add the Segment
  • Select the list from the dropdown and click “Sync Segment”.
  • Now in mailchimp your segment has been synced successfully
  • If you want to view it, go to mailchimp. In that goto Manage subscribers and select segments to view.

Adding Contact to Groups

  • Select the group that you want add contact
  • Select contacts and “add new contacts”
  • Provide the necessary details and click save
  • After adding contacts, click “sync as group”
  • Select the List name and click “sync group”
  • Then goto “Lists”, select any one list and click “Map Field” to perform mapping
  • After mapping the fields, click “Send changes”
  • Now goto your mailchimp and check the List that you have mapped in vtiger.
  • You can also view the contact added in your VTiger CRM

Adding Contact to Segments

  • Select the segment that you want to add contact
  • Goto contacts and click “add new contacts”
  • Provide the necessary details and click save
  • After adding contacts, click “sync as segment”
  • Select the List name and click “sync segment”
  • Then goto “Lists”, select any list and click “Map Field”
  • After mapping the fields, click “Send changes”
  • Finally goto your mailchimp and check the List that you have mapped in vtiger.
  • You can view the contact added in VTiger and your Mailchimp