Creating a Mailchimp account
Do one of the following:
- In Sage CRM, click <My Profile> | Administration | Email and Documents | Mailchimp Integration and click create a Mailchimp account in the coaching caption.
or
- Follow the steps in the Create an Account topic provided in the Mailchimp Help.
When a user creates a new Mailchimp campaign in Sage CRM, they must log on to Mailchimp. They can log on using the administrator account details that you used when creating the Mailchimp account. If you don't want them to use the administrator log on details, you can create another user in Mailchimp with Manager rights. This type of user can send Mailchimp campaigns.