Newsletters are a way to regularly communicate with your customers. They contribute to building your brand and increase business opportunities.


CASAFARI CRM is integrated with MailChimp, allowing the creation of lists, importing contacts, and sending newsletters.




Create your MailChimp account:


1. Go to MailChimp.


2. Click on your profile and go to the “Profile” option.




3. Click on “Extras” - “API Keys”.


4. Click on “Create API”. A message will appear informing you that the code was successfully created.


5. Copy the key, in the “API Key” column.




Place the key in CASAFARI CRM:


1. Go to Settings - General Data - Social.


2. Paste the key obtained from the MailChimp website:



3. Click Save.




Associate contacts to the MailChimp (mailing list):


1. Go to Contacts - Sellers and/or Buyers List.


2. Select the contacts, click on “Actions” and choose the "MailChimp" option.




3. Choose the list and click “Add” to have the contacts added to the Mailchimp list.




Name and surname of contacts are now sent to mailchimp in addition to the email. Since we have a single field in the CRM, we split it by first name and then the rest. Example: "James David Smith" will be split in James (name) + David Smith (surname).


The contact information we currently send to MailChimp is as follows:


  • Email 
  • First Name 
  • Surname 
  • Label*



Configure Unsubscribers List (contacts who have blocked the reception of your communication):


1. Go to Settings - General Data - Social and copy the link: 

https://admin.casafaricrm.com/mvc/entity/unsubscribe?proppy=714c4b583639716a3246343d 


2. On the MailChimp page, click on the “Audience” - “All Contacts” icon.


3. Select the option “Tools” - “Webhooks”.


4. Click on “Create New Webhook”.


5. Paste the link obtained in CASAFARI CRM in the “Callback URL” field.


6. Select the contacts to be removed from the (mailing list), in the option “What kind of updates should we send?”.



7. Make sure you have enabled all the options in the section “Only send updates when a change is made...” and click on "Save".





Notes: 

Contacts must have their OPT-IN request already accepted. Read more about this topic, in the note of this article


What happens now when a contact marks "unsubscribe" on a newsletter sent by MailChimp in CRM, is that the contact is automatically deselected from the list of contacts (called "Audience" in MailChimp) in which that newsletter was sent. 


For example:


The contact André Veloso is associated with three contact lists (Audiences) in MailChimp and in CRM;


If this contact receives a newsletter from one of these lists and unsubscribes, what happens is that both in MailChimp and CRM, the contact is removed from this list but remains in the other two. If he unsubscribes from the others, he is also removed from those lists, both in CRM and MailChimp.


The contact, however, remains active in CRM and if you have OPT-IN and automail options selected, it will remain so. This situation is due to several factors:


  • The contact despite having unsubscribed after sending newsletters through MailChimp may want to receive other communications through CRM, such as Smartlink, Smartmail and canned reply.

  • If the contact is removed, if there are associations in the CRM to it (associated leads, for example) they will be without the contact's data.


After the contact is no longer configured to receive communications from a given contact list (Audiences), MailChimp will not allow it to add it again. 


Labels* - it is also possible to send contact tags to Mailchimp.For this we created two new fields inside the tags: a "For Mailchimp" checkbox and a text field to put the name of the tag. The checkbox marks that tag to be included in the contact sent to Mailchimp, and the name is the identifier. Some rules:


  • If the tag name is changed in the CRM, the contact in Mailchimp will have two tags: the one it already had and the "fixed" one. It works like this because the integration ID is the name.

  • To send a tag to existing contacts, they will have to go to the contact's details and add a tag.

  • If they change tags in Mailchimp, it won't be reflected in the CRM, as the integration is one-way only.



This feature is available in the PREMIUM plan.


For more information, please contact us on Chat or send an email to help@casafaricrm.com