FAQs in this section
What measures do I take if spam complaints, unsubscribes, or bounces occur on my Email Campaigns?
What should I do when my Email Campaigns subscription becomes inactive?
When does a contact's Email Opt-in field take the value Opted Out (contact)?
When does Vtiger suspend an Email Campaign subscription?
Why are my allowed credits zero?
Why do contacts mark my Email Campaigns as spam?
Why has my Email Campaigns subscription become inactive?
Why does my scheduled email campaign get delayed by a few minutes?
How do I initiate Email Marketing with Vtiger?
How do I edit an autoresponder email campaign that has started?
How do I generate reports on Email Campaigns?
How do I reschedule an Email Campaign?
How do I set up a Reply To address for my Email Campaign?
How do I test an Email Campaign before sending it out?
How do I stop an Autoresponder Email Campaign?
How do I track the recipients' activities on Email Campaigns?
How does an Autoresponder Campaign send emails on the day it is created?
Why are emails not getting delivered to my Contacts?
How do I deactivate the suspension from my Email Campaign account?
How do I see the Email Campaigns that I have sent to a contact?
How do I create a regular email campaign?
How do I create an autoresponder Email Campaign?
How do I change my Email Campaigns plan?
How do I duplicate an Email Campaign?
How do I know if a marketing list contains contacts or organizations?
How do I schedule an Email Campaign?
How do I select a marketing list in an Email Campaign?
How do I start an autoresponder Email Campaign?
How do I set up Email Settings to send an Email Campaign?
How do I view the metrics of my email campaigns?
I am not able to use my Yahoo email address in the From email field.
How many email credits do I get during a free trial?
Images do not load correctly on Outlook. Why?
How do I stop my Email Campaigns from landing Gmail's Promotions?
Is an email address removed from the marketing list if a bounce occurs on it?
Is there a free plan for Email Campaign credits?
Is there a way to check my Email Campaign's spam score?
My autoresponder email campaign has a slight delay. Why?
What are drip Email Campaigns?
What are Email Campaign credits?
What are some ways to prevent my Email Campaigns from landing in spam?
What are the allowed credits for different values of Nice Score?
What are the different statuses that an Email Campaign can take?
What are the different types of opt-ins?
What are the types of Email Campaigns in Vtiger CRM?
What does bounce mean? How does it affect the marketing list?
What happens if I do not renew my Email Campaign credits?
What is an Email Campaign?
What happens when I cancel an Email Campaign?
What is the benefit of duplicating an Email Campaign?
What is the difference between available and allowed credits?
What is the maximum number of spam complaints, unsubscribes, and bounces I can get on my Email Campaigns?
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?
What can I do with Email Campaign Reports?
What do Email Campaign Reports display?
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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