About Mailchimp

Mailchimp is an email marketing solution that's integrated with Sage CRM to let you create online campaigns, send emails, and track results.

Here's how it works.

1. The System Administrator logs on to Sage CRM and integrates Sage CRM with Mailchimp. This involves creating a Mailchimp account and adding a Mailchimp API key and Audience ID to Sage CRM so they can communicate with each other.
2. The System Administrator specifies how frequently campaign statistics are synchronized from Mailchimp to Sage CRM.
3. The System Administrator grants Mailchimp access rights to Sage CRM users.
4. The user logs on to Sage CRM and sends information about the Sage CRM contacts to be used in a new Mailchimp campaign to the Mailchimp server.
5. The user creates a Mailchimp campaign. This involves designing a template, adding text, and specifying a recipient group.
6. The user sends the emails, schedules them to be sent at a specified time, or saves the campaign for future use.
7. The Mailchimp server sends campaign emails to the specified recipient group.
8. The recipient interaction with the campaign email (opens, clicks, unsubscribes) is returned to the Mailchimp server. The recipient can chose to opt out from the campaign.
9. Data from all campaigns is synchronized from the Mailchimp server to Sage CRM. Communication records are created in Sage CRM for each recipient. Recipients who have opted out are flagged and do not receive any further campaign emails.
10. The user receives the campaign analysis data.

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