by CRM Ninjas

Marketing Automation Ninja enables you to automatically enroll contacts from within SuiteCRM to Mailchimp Automation Campaigns. This is useful for leveraging your Mailchimp emails for onboarding, and making your mail chimp templates available to your SuiteCRM users. Use the power of Mailchimp's best in class email templates, and combine it with the worlds most powerful open source platform SuiteCRM. This enables your business to better personalize your customers campaign experience using Suite CRM data.

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User Guide

General Concepts

After installing the package and performing Quick Repair and Rebuild, a couple new modules will be added to the SuiteCRM.

To name a few:

  • The Mailchimp List module is to keep the references of Mailchimp lists in SuiteCRM.
  • Mailchimp Campaigns save the references of Mailchimp campaigns in SuiteCRM.
  • The Tags module helps create the tags in SuiteCRM and then sync with the contact in a select list.
  • Mailchimp Workflow will allow the user to be able to configure custom workflow to trigger the standard and automated emails campaigns from Mailchimp.

The Mailchimp Template Module will automatically save the Mailchimp Templates that are created on Mailchimp. Records of this module will be used to populate the Mailchimp Templates in the Campaign Type Email Templates.

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After installing the package, two new schedulers will be added to SuiteCRM as well.

  • Mailchimp Sync helps sync the Mailchimp templates, lists, and campaigns with the SuiteCRM modules. By default, this scheduler will run after every 10 minutes. User can change this cycle.
  • Process Mailchimp Workflow Tasks scheduler to trigger the Mailchimp Workflows.

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Use of Mailchimp Template

  • While creating or editing the email-template record, when the user selects the type as "Campaign", a button "Select Mailchimp Template" will appear.

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  • Upon clicking this button, a popup will appear to display the list of synced Mailchimp Templates in SuiteCRM. Selected template from the list will populate in the template body. User will be able to use this template for SuiteCRM campaigns.

The Mailchimp Template Module will automatically save the Mailchimp Templates that are created on Mailchimp. Records of this module will be used to populate the Mailchimp Templates in the Campaign Type Email Templates.

Pushing Contact to Mailchimp

  • A button “Push Contact to Mailchimp” will appear in the detail view of Contacts and Leads records. When clicking this button, a popup will appear to select the list. Information of the record will be pushed into the selected list of Mailchimp. Selected list will also be added into the sub-panel named Mailchimp List.

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Workflow Effected Record Count:

  • You can verify the set number of people the email is being sent to. This is done by saving the workflow and selecting “Show Record Count”, which will show you the number of affected people. That should be equivalent to the number of subscribers you have pushed into the select Mailchimp List. If not, your conditions may be incorrect.

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  • This button will be only be visible if the “Run” drop-down field value is “Always” or “Only in the Scheduler”.
  • If the user clicks the “OK” button, the workflow status will change to inactive. If the user clicks on “Cancel”, the workflow will remain in its existing state.
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