Integrating Sage CRM and Mailchimp
- Click <My Profile> | Administration | Email and Documents | Mailchimp Integration.
- Create a Mailchimp account.
- Get the Mailchimp API key and enter it in Mailchimp API key. Sage CRM uses this key to communicate with Mailchimp.
- Get the Mailchimp Audience ID and enter it in Audience ID. Sage CRM uses this ID to send subscriber information to Mailchimp.
- Set synchronization frequencies.
- In Communications and opt out requests, specify how often a communication record is created for each email recipient, and how often opt out messages are applied to remove recipients from a campaign.
- In Campaign results, specify how often campaign statistics are synchronized from Mailchimp to Sage CRM.
- Click Save. Sage CRM is integrated with Mailchimp for your Sage CRM account.
If you're re-enabling a disabled Mailchimp integration, click <My Profile> | Administration | Email and Documents | Mailchimp Integration | Edit | Enable.