setup_mailchimp_integration
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setup_mailchimp_integration [2013/02/06 20:40] andrew created |
setup_mailchimp_integration [2020/05/28 21:05] (current) michaels |
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| - | Mailchimp support is here! Now you're able to migrate your leads to mailing lists on your Mailchimp account automatically, making it even easier to stay in contact with everyone. At the moment, the integration with Mailchimp is in beta, so there are still a few minor bugs popping up. So think carefully before you decide to invest the time to set it up immediately on your account. | + | #redirect https://support.realgeeks.com/hc/en-us/articles/360043722413 |
| + | ====== Mailchimp Integration ====== | ||
| - | You can create a few different mailing lists on your Mailchimp account -- for this example, I'm going to create: | + | [[http://www.mailchimp.com/|MailChimp]] is an external emailing service that allows users to setup bulk emails, automate email campaigns and even build newsletters. The Real Geeks Lead Manager has direct integration with MailChimp allowing users to target specific groups of leads by sending their contact information automatically to MailChimp. |
| - | //All Leads// - A list of all my leads, so I can tell them about promotions, specials, absences, etc. | + | ===== Getting Started ===== |
| - | //Gold Mines// - The big spenders who are looking at properties that will let me retire to the Disneyland Resort. | + | |
| - | {{ :screen_shot_2013-02-06_at_10.09.41_am.png?nolink |}} | + | The first thing you need is an audience in MailChimp for the Lead Manager to send to. Mail Chimp will create an audience for you when you create an account. This is required for the integration to function properly. |
| + | {{:audiencemc.png?nolink}} | ||
| - | **Linking your Mailchimp Account** | + | |
| + | ===== Linking the Lead Manager to MailChimp ===== | ||
| * Click on "Settings" | * Click on "Settings" | ||
| - | * Click on "Mailchimp Integration" | + | * Click on "3rd Party Integration Settings" |
| - | * Click on "Click here to link to Mailchimp" | + | * Click on "Click here to link to MailChimp" |
| * Fill in your username and password and you're done | * Fill in your username and password and you're done | ||
| - | {{ :screen_shot_2013-02-06_at_9.36.06_am.png?nolink |}} | + | {{:thirdpartyintegration.png?nolink&600|}} |
| - | {{ :screen_shot_2013-02-06_at_9.37.06_am.png?nolink |}} | + | {{:mclink.png?nolink&400|}} |
| + | {{:mclogin.png?nolink&400|}} | ||
| - | **Exporting all of the leads to "All Leads"** | + | |
| + | ==== Exporting Leads to a Mail Chimp Audience ==== | ||
| * Click on "Leads" | * Click on "Leads" | ||
| - | * Click on "Mailchimp" | + | * Click on "Export" |
| - | * Select "All Leads" from the dropdown | + | * Choose whether to export "Currently Checked" Leads, or leads "In Current Search" |
| - | * Click on "Export to Mailchimp" | + | * Select the audience to export to. |
| + | * Click on "Next" | ||
| + | * Click on "Export" | ||
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| + | {{:exportcorrect.png?nolink:}} | ||
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| + | {{:export_audience.png?nolink&400|}} | ||
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| + | Now, all of your entries in the leads manager will be immediately migrated over to the MailChimp audience you've selected. Additionally, any //new// leads that meet the same criteria will also move over automatically. | ||
| + | |||
| + | ===== Managing your Exports ===== | ||
| + | |||
| + | If you decide that you would no longer like a group of leads to be automatically sent to Mailchimp, you can delete the Active Mailchimp Export. First navigate to Settings>Third Party Integrations. | ||
| + | |||
| + | Once here, scroll down until you see the section on Mail chimp. Press “Delete” next to the criteria you would like to remove and confirm your choice. | ||
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| + | {{:visibleto.png?nolink&600|}} | ||
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| + | ==== Creating lists with tags ==== | ||
| + | |||
| + | First, you will want to make sure to tag your leads by going in your lead manager to your lead's detail page. Here is an example: | ||
| + | |||
| + | |||
| + | {{::mailchimp-tag1.png?600|}} | ||
| + | |||
| + | After you created you tag, you would need to go to each lead that you would like to have this tag and add the tag. | ||
| + | |||
| + | Now go to the "Leads" tab and create an advanced search based off the tag you created. You can then add the filter and when it displays the list of all the leads with this tag, click the Mailchimp export button. See example: | ||
| - | {{ :screen_shot_2013-02-06_at_10.16.01_am.png?nolink |}} | ||
| - | {{ :screen_shot_2013-02-06_at_10.20.48_am.png?nolink |}} | + | {{:mailchimptag2.png?600|}} |
| - | Now, all of your entries in the leads list will be immediately migrated over to the Mailchimp list you've selected. Additionally, any //new// leads will also move over automatically. | + | ===== Troubleshooting & Miscellaneous ===== |
| + | Q: //Why aren't all of my leads showing up in MailChimp?// | ||
| - | **Exporting a subset of leads to "Gold Mines"** | + | A: Sometimes when you click on "Export to MailChimp" you will notice that many of your leads are not being pushed over to the MailChimp list. This is because MailChimp is doing some magic-"email validation" and it will decide if an email is valid or not, without our help. Sometimes it will decide an email is invalid, so it just won't import that lead. |
| - | * Click on "Advanced Search" | + | Q: //How many integrations can I run with MailChimp?// |
| - | * Fill out your search query -- in my case I want only people who look at properties worth more than $8-million. | + | |
| - | * Click on "Search" | + | |
| - | * When your new results appear, click on "Mailchimp" in the top right, the way we did before | + | |
| - | * Select "Gold Mines" (or whatever your list is called) form the dropdown | + | |
| - | * Click "Export to Mailchimp" | + | |
| - | {{ :screen_shot_2013-02-06_at_10.21.48_am.png?nolink |}} | + | A: MailChimp integrates at the administrator level and it is set up on a company basis. Even though there is only one integration joining the Lead Manager to MailChimp, you can build multiple lists for multiple agents to utilize. |
| - | {{ :screen_shot_2013-02-06_at_10.22.46_am.png?nolink |}} | + | ==== Final Thoughts ==== |
| - | {{ :screen_shot_2013-02-06_at_10.21.13_am.png?nolink |}} | + | You can setup any number of advanced search queries to deliver to your audience(s) If you have any problems, please don't hesitate to [[http://www.realgeeks.com/support/|get in contact with us using our support form]]. Good luck and have fun! |
setup_mailchimp_integration.1360183258.txt.gz · Last modified: 2013/02/06 20:40 by andrew
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