Creating a Mailchimp campaign

Your account must have rights to use Mailchimp campaigns

Before creating a Mailchimp campaign, ensure that:

  • You have set up a group of email recipients you want to use in the campaign.

    The group must meet the following requirements:

    • Include Company, Person, or Lead records only. Custom entities are not supported.
    • Each record in the group must have the required email field populated with a valid email address. The required email fields are:
      For a Company record: Company: Business Email (comp_emailaddress)
      For a Person record: Person: Business Email (pers_emailaddress)
      For a Lead record: Lead: Email (lead_personemail)
    • The group must include a column containing the required email field. If this column is missing, the Send to Mailchimp button doesn't appear.
    • The group name must not exceed 80 characters. If it's greater than 80 characters, the group details aren't added to the existing Mailchimp audience.
  • You have added the group to the existing Mailchimp audience. For more information, see Adding contacts to a Mailchimp audience.
  • Your computer is connected to the Internet and you have logged on to your Mailchimp account. For more information, see Logging on to Mailchimp.

To create a Mailchimp campaign:

  1. Click My CRM | Mailchimp Campaigns and click New.
  2. Use the following fields to specify the campaign details:
    • Campaign Name. Enter the campaign name. Don't use special characters such as a backslash or quotation marks at the start of the campaign name, as this results in an error.
    • From Email Address. Specify the email address from which campaign emails are sent.
    • From Name. Enter the sender's name that appears on campaign emails.
    • Segment. Select the group to which campaign emails are sent.
  3. Click Create Campaign.

Mailchimp opens in a new browser window. If it doesn't open, ensure pop ups aren't blocked in your browser.
Complete the following steps in Mailchimp.

  1. Check that your campaign details are correct. It is a good idea to include audience fields in To so the campaign is more personal. The audience fields that you can add depend on the context and underlying view you used when defining the group (segment). For more information, see Mailchimp audience fields supported out of the box.
  2. Click Next.
  3. Select a template and add the image and content that you want to include. Click Save & Close.
  4. Click Next and confirm that all elements in your template are correct.
    • If there's a problem, click Resolve to fix it.
    • If you want to make a change to any element, click Edit.
  5. Save, schedule or send your campaign.
    • To send the email straight way, click Send and Send Now.
    • To save the email and schedule a time to send it, click Schedule. Specify the delivery options and click Schedule Campaign.
    • To save the email and return to Sage CRM, click Save and Exit at the top of the screen. When you're ready to send it, click Open Campaign in Sage CRM and then click Send in Mailchimp.

The number of emails you can send depends on your Mailchimp pricing plan. For more information, see mailchimp.com/pricing.

If you go over this number of emails or subscribers, an error message appears when you try to send a campaign. If you have too many subscribers, you can delete contacts from the Mailchimp audience. For more information, see Delete Contacts in the Mailchimp Help. Alternatively, contact your system administrator to upgrade your Mailchimp pricing plan.