Why integrate Vtiger CRM with MailChimp
Vtiger MailChimp Integration lets you integrate your email marketing tool MailChimp and CRM. You can bidirectionally sync your Campaigns, Leads and Contacts from Vtiger CRM without Mailchimp login. But with all this on one side, do you know what exactly you get syncing your email marketing tool MailChimp and Vtiger CRM? Here are the benefits.
Vtiger MailChimp Integration eases the hassles of your salesperson to switch between the CRM and MailChimp in order to send client email and getting the complete customer info. Your sales reps working can get the complete info about the Campaign and Lead in the unified window and thereby allowing them to nurture leads more effectively.
Improved sales visibility
With Vtiger MailChimp Integration you can easily allow your sales reps to have a real-time insight into customer behavior. The more intuitive dashboard brings in all the campaign details within the Vtiger CRM that equip your sales and marketing team to know about the campaign success rate and the interest & involvement of your clients.
Better collaboration and teamwork
Your MailChimp and Vtiger CRM are like your sales and marketing teams, they are more efficient when they are together. Now you can easily bring your email marketing tool MailChimp and Vtiger CRM together with the Vtiger MailChimp Integration. Your sales team can get complete visibility all the marketing activities within the CRM and helps in efficient Lead follow-ups.
Improved List targeting
Staying updated with the latest info helps your marketing people to send well-targeted and relevant campaigns to the clients. With Vtiger MailChimp Integration, you can easily track all your Leads and previous Campaign info within your Vtiger CRM. This helps your team to create well-targeted List as well as Campaigns to nurture leads with more enchanting content.
Better Campaign analysis
Monitoring and analyzing the marketing campaigns are the key elements to ensure your campaign success and help to strengthen the impact of your campaign. Vtiger MailChimp Integration lets you easily monitor and analyze your campaign activities by bringing all your campaign information within your Vtiger CRM. You can track your campaigns open rates, clicks and much more & easily get to know your campaign success rates at a glance for better decision making.
Monitor the Click & Open Rates
Once your email has reached your client inbox, the next is to know about the open and click rates for efficient campaign analysis. With Vtiger MailChimp Integration, you can efficiently track these campaign information of individual Lead/Contact within your Vtiger CRM. You can easily measure your subscriber's engagement with your subject lines and campaign content and thereby you can test and improve your campaigns.
Get to know more with Freddie
Knowing your customers is important in marketing and sales to serve them with more relevant and targeted info. Now with Vtiger MailChimp Integration, you can easily get to know more about your customers. With Freddie, you can the get the groups and grouping info to which the Leads/Contacts belongs to. You can also easily add/remove the Lead/Contacts to the group and groupings listed.
Frequently Asked Question
How to connect vtiger and MailChimp?
To connect vtiger and MailChimp you need to configure MailChimp API keys in module settings. Follow the steps explained under topics 1. Installation and Configuration and 2. MailChimp API Generation. Once the MailChimp API added the next step is to map the MailChimp campaigns and list fields to vtiger module fields for proper sync.
How to sync the MailChimp mailing list?
Vtiger MailChimp Extension allows us to create and update list from both Vtiger CRM to MailChimp. Ensure that properly filed mapping is done to assign the MailChimp List fields to the exact CRM List fields. To Sync MailChimp to Vtiger CRM, sync is done to the CRM Lists module.
How to sync groups, grouping, and contacts?
You can create Group and Groupings in Vtiger CRM and assign the group, groupings to any MailChimp list.Create workflows to define specific rules to sync your subscribers from Vtiger to MailChimp. Can add, remove records based on rules that defined under workflows.
How to sync campaigns?
Campaign sync happens only after the MailChimp list sync between your Vtiger CRM and MailChimp. Sync Campaigns button from Campaigns module allows to Get Campaigns data from MailChimp. Field mapping allows controlling the way it gey synced with Vtiger Module.
Note: Get List from MailChimp and Get Campaigns from the MailChimp button will get the Lists/Campaigns from MailChimp. It won’t create any new Campaigns or Lists in VtigerCRM.
How to generate MailChimp campaign reports in Vtiger CRM?
You can view all synced report details inside the Vtiger CRM under All → Marketing → MailChimp.
Does emails sent from a Campaign in MailChimp sync to Vtiger?
No,only you can see the reports of campaign details are synced inside Vtiger. You can view the campaign performance metrics from Vtiger without jumping to Mailchimp. Note When updating campaigns, only contents will get updated to MailChimp.
How often records get updated between Vtiger and MailChimp?
It is based on Vtiger Mailchimp Extension Cron Setup. Sync can be scheduled under All → Marketing & Sales → MailChimp → Cron. In Setup, add all required MailChimp Lists in the select list box and set the frequency to execute the cron from Time dropdown. For example "Every 1 Hour".
Is Mailchimp free account works with this extension?
Yes, it works with the free account. But the free account has one default list > Audience which will get synced. For more list, Mailchimp upgrade needed or get a Mailchimp Pro account.