FAQs in this section
What is an Email Campaign?
What are the types of Email Campaigns in Vtiger CRM?
How do I create an autoresponder Email Campaign?
How do I create a regular email campaign?
How do I test an Email Campaign before sending it out?
How do I schedule an Email Campaign?
How do I edit an autoresponder email campaign that has started?
How do I start an autoresponder Email Campaign?
How do I set up Email Settings to send an Email Campaign?
What are the different types of opt-ins?
When does a contact's Email Opt-in field take the value Opted Out (contact)?
Why are emails not getting delivered to my Contacts?
My autoresponder email campaign has a slight delay. Why?
How do I stop an Autoresponder Email Campaign?
What are the different statuses that an Email Campaign can take?
What are Email Campaign credits?
How do I change my Email Campaigns plan?
Why has my Email Campaigns subscription become inactive?
What happens if I do not renew my Email Campaign credits?
What should I do when my Email Campaigns subscription becomes inactive?
Why does my scheduled email campaign get delayed by a few minutes?
How do I reschedule an Email Campaign?
What happens when I cancel an Email Campaign?
How do I duplicate an Email Campaign?
How do I generate reports on Email Campaigns?
How do I view the metrics of my email campaigns?
How do I track the recipients' activities on Email Campaigns?
How do I see the Email Campaigns that I have sent to a contact?
Why do contacts mark my Email Campaigns as spam?
When does Vtiger suspend an Email Campaign subscription?
How do I deactivate the suspension from my Email Campaign account?
Images do not load correctly on Outlook. Why?
How does an Autoresponder Campaign send emails on the day it is created?
How do I stop my Email Campaigns from landing Gmail's Promotions?
What are drip Email Campaigns?
How do I set up a Reply To address for my Email Campaign?
Is an email address removed from the marketing list if a bounce occurs on it?
What is the benefit of duplicating an Email Campaign?
I am not able to use my Yahoo email address in the From email field.
What measures do I take if spam complaints, unsubscribes, or bounces occur on my Email Campaigns?
What is the maximum number of spam complaints, unsubscribes, and bounces I can get on my Email Campaigns?
Is there a free plan for Email Campaign credits?
How many email credits do I get during a free trial?
What is the difference between available and allowed credits?
What are the allowed credits for different values of Nice Score?
Why have my allowed credits become zero?
What does bounce mean? How does it affect the marketing list?
How do I know if a marketing list contains contacts or organizations?
How do I select a marketing list in an Email Campaign?
Is there a way to check my Email Campaign's spam score?
What are some ways to prevent my Email Campaigns from landing in spam?
What is the Vtiger-Mailchimp integration?
How do I install the Mailchimp extension?
How do I add the API key for Mailchimp-Vtiger CRM?
How do I sync data between Vtiger and Mailchimp?
How do I delink Mailchimp from Vtiger?
How do I initiate Email Marketing with Vtiger?
What do Email Campaign Reports display?
What can I do with Email Campaign Reports?
What is Buy One-Time Credit for Email Campaigns?
Where do I find Buy One-Time Credits in Vtiger CRM?
What should I do if I require extra credits?
What are Pay-as-you-go credits?
Is there an expiry date for Buy One-Time Credits?
What happens to unused Pay-to go credits?
Will first-time users be able to use Buy One Time credits?
What are the benefits of Buy One-TIme Credit in Email Campaigns?
How do I add Buy One-Time Credit in Email Campaigns?
What is the payment procedure for Buy One-Time Credit for Email Campaigns?
Can I perform CRUD operations on email campaigns?
What are the benefits of Mailchimp integration?
Is there a way to download all Contacts who opened our newsletters?
Where can I find the bounce reason for both hard and soft bounces in my email campaign reports?
How do I integrate Mailchimp with Vtiger CRM?
Table of Contents
Integrating Mailchimp with Vtiger CRM requires you to do the following:
Step 1: Install the Mailchimp Extension
You can find the Mailchimp extension in Vtiger’s Extension Store.
Follow these steps to install the Mailchimp extension:
The next step is to add the API key.
Step 2: Adding the API key
API key establishes a connection between Mailchimp and Vtiger CRM.
Follow these steps to add the API key:
Step 3: Sync data between Vtiger CRM and Mailchimp
You can sync data in three directions:
Follow these steps to set up the sync:
Step 1: Install the Mailchimp Extension
You can find the Mailchimp extension in Vtiger’s Extension Store.
Follow these steps to install the Mailchimp extension:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the CRM screen.
- Select Settings.
- Look for the Extensions section.
- Click Extension Store.
- Search for Mailchimp using the search bar.
- Click Install.
- Click Yes to confirm the installation.
The next step is to add the API key.
Step 2: Adding the API key
API key establishes a connection between Mailchimp and Vtiger CRM.
Note: Keep both the Mailchimp and Vtiger tabs open to add the API key. |
Follow these steps to add the API key:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the CRM screen.
- Select Settings.
- Click Mailchimp under Extensions.
- Click the Add API Key button.
- Go to Mailchimp to find or generate your API key. Click here for the steps.
- Copy the API key.
- Paste it in the Mailchimp Credentials Settings pop-up in the CRM.
- Click Save.
Step 3: Sync data between Vtiger CRM and Mailchimp
You can sync data in three directions:
- Sync from Vtiger to Mailchimp - You can sync Vtiger contacts and campaigns to Mailchimp and run a campaign on Mailchimp.
- Sync from Mailchimp to Vtiger - You can sync Mailchimp lists to a campaign in Vtiger.
- Sync Both Ways - You can sync both ways mentioned above.
Let us try to understand better by taking an example. You create a campaign called Trade Show in Vtiger and link five contacts to it. You create a list called Trade Show Invitees in Mailchimp. You choose Sync from Vtiger to Mailchimp. When you set p the scenario above, a campaign called Trade Show is created in Mailchimp, and its five contacts are added to the Trade Show Invitees list in Mailchimp. |
Follow these steps to set up the sync:
- Log in to your CRM account.
- Click the User Menu on the top right of the CRM screen.
- Select Settings.
- Look for the Extensions section.
- Click Mailchimp.
- Choose a Mailchimp list.
- Choose a campaign by entering the campaign name. You can also choose multiple campaigns here.
- Choose a Sync direction:
- Sync from Vtiger to Mailchimp - This syncs the campaign(s) you choose in Step 6 and its linked contacts to Mailchimp.
- Sync from Mailchimp to Vtiger - This syncs Mailchimp lists to the campaign(s) you choose in Step 6.
- Sync Both Ways - This syncs lists and campaigns both from Mailchimp to Vtiger and vice versa.
- Click Save.
- Click the Main Menu.
- Select Marketing.
- Go to Campaigns.
- Click the Sync button on the top.
- Select Mailchimp.
- Click Configure.
- Select Mailchimp from the Extensions drop-down on the top right.
- Click Synchronize now.
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