MailChimp mailer — integration with Bitrix24 About the...

MailChimp mailer — integration with Bitrix24

About the App !Before you’ll start to use the App, you should sign up to Bitrix24 (https://

www.bitrix24.com/) and Mailchimp (https://login.mailchimp.com/signup, http://

kb.mailchimp.com/accounts/account-setup/create-an-account), or use your

existed accounts and sign in. These are two different services, they are

independent. After you’ve signed in to both services you can start to set the App

"MailChimp mailer — integration with Bitrix24".

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THE APP WORK MANUAL !1

https://login.mailchimp.com/signup


Installation !Start an installation of the App in the Marketplace. Indicate whether you agree to

grant the requested access.

!Complete the installation by clicking on the appropriate button.

!When the page reload you’ll see a «Settings form». There you should enter your

Mailchimp API key.



Application settings !In a Partition menu, you can find a detail instruction. Follow this instruction and

fill settings fields. Then save the entered data.

!Mailchimp API key — this is an unique key that allows access to all data in a

MailChimp account. To obtain a key, you need to:

1. Sign in to MailChimp (https://login.mailchimp.com/).

2. Go to Account Settings. Select an «API keys» menu point in the Extras menu

«Extras — API keys» (https://admin.mailchimp.com/account/api/).


https://login.mailchimp.com/


3. Create a Key in your API keys section.

4. Copy the «API Key».

5. Paste it in the «MailChimp key» field in the settings form on the App page.

!Mailing list — the list of Mailchimp for a contact list for a mail-out. This list is

where the contact groups are saved for a campaign or synchronization. If you



want to use the list for creating campaigns, you should enable Interest Groups

for it.

!To create a list, you need to:

1. Sign in to MailChimp (https://login.mailchimp.com/).

2. Open the Lists page «Lists». Create a list using «Create list» button (https://

admin.mailchimp.com/lists/new-list/).

!To enable List Interest Groups for creating campaigns, you need to:

1. Go to the list. Then open "Manage subscribers – Groups".

(admin.mailchimp.com/lists/dashboard/groups).


https://login.mailchimp.com/

http://admin.mailchimp.com/lists/dashboard/groups


2. «Create Groups». This enables Interest Groups and allows you to group

contacts for campaigns. This must be activated for the App to work.

!Common mistake — Interest Groups are not enabled for a list, which will be used for

creating campaigns. As a result there will be an error "211: List_InvalidOption. This list

does not have interest groups enabled".

!After saving a block «Create a mailing list» will appear.

!If you already have sent campaigns in Mailchimp, they’d be shown in a menu

point «Statistic». There you can look through main data: a total number of clicks



and unique clicks, a total number of opens and unique opens. Also there you

can find a link to a detailed campaign report page in MailChimp.

!Besides, in the menu point «Configuration» a block with synchronization

settings will appear.

!If you want to start synchronization, first of all select a «Mailing List» of

Mailchimp where CRM contacts will be subscribed to.



Depending on the selected value of «Give priority to» parameter contacts of

chosen CRM will be subscribed at first during full (manual) synchronization.

Full (manual) synchronization starts every time when you click «Save and

synchronize» button.

!«Update existing» parameter would inform Mailchimp, what to do with

members, who are already existed in its list.

!Pay attention please, if this parameter turned on, an Interest Groups membership

would be cleaned.

!Parameter «Turn on automatic synchronization» sets webhooks on Bitrix24 and

Mailchimp events. When an event occurs, the event data will be send to the

handler and it’ll do updating on the other side.

!So if a contact has been created or updated in CRM, the handler would create or

update the contact in Mailchimp. If a new member of Mailchimp has been

subscribed or an existing member has updated its info or unsubscribed form

newsletters, these information would be sent to the handler and saved in

Bitrix24.

!If a contact has been deleted from Bitrix24, it would be unsubscribed from

newsletters in Mailchimp.

!Pay attention please, «MC Subscribed status» and «MC Rating» fields changing in

Bitrix24 won’t do anything with this data in Mailchimp.

!



When you click «Save and synchronize» button, the filled data will be saved and

full contacts synchronization between Bitrix24 and Mailchimp will be started.

!



Create a mailing list !Click «Create a mailing list» button if you want to start creating a campaign.

!Then select «Mailchimp List», which has enabled Interest Groups. If it doesn’t

have enabled groups, you’ll see notification about it. Enable groups as it

described above and reload the App page.

!After selecting the List, you should select recipients. They can be selected two

ways: from CRM (Contacts, Companies, Leads) or they can be members from

earlier created Mailchimp group from previous campaigns.

!Pay attention please, these groups are storing in Mailchimp and won’t be updated

with data from Bitrix24.



!So you can select existed group or create a new group and select CRM contacts

(Contacts, Companies, Leads) for it.

!Pay attention please, «Mailchimp group name» field value should be unique and

should not exist in the Mailchimp List at a moment of creating a campaign.

!There is a set of filters for each CRM (Contacts, Companies, Leads). You can use

these filters to select recipients. These sets consist of CRM (Contacts,

Companies, Leads) properties and user fields.

!Pay attention please, that a lead product filter can take a very long time (and isn’t

effective for a big number of leads), which depends on a total number of leads.

!If a filter field type is Date, you can select row only in a single day from 00:00:00

till 23:59:59.

!String type fields filter works like a search, so you can enter only a part of

searching text.

!THE APP WORK MANUAL !11


Unsubscribed recipients would be excluded from the newsletter by Mailchimp, if

campaigns they unsubscribed didn’t delete.

!If you have many recipients, you can use «Choose all» button to select all of

them. As a result all CRM contacts will be chosen using filter (if they have emails).



Pay attention please, if a total number of chosen contacts is different from a total

number of contacts, it means that some CRM contacts have more than one e-mail.

!You can see a number of chosen contacts (e-mails) of CRM (Contacts,

Companies, Leads) in the lower right corner. If you’ve made a mistake during

recipients choosing, you can clean this list using trash-icon button in the lower

right corner.

!A recommended number of recipients is lower than 5k.

!Also don’t forget about your Mailchimp pricing plan limits (http://kb.mailchimp.com/

accounts/billing/how-mailchimp-pricing-plans-work). A campaign won’t be start if a

number of subscribers is more than Mailchimp pricing plan allowed.

!Click «Next» after choosing recipients.


http://kb.mailchimp.com/accounts/billing/how-mailchimp-pricing-plans-work


On the «Campaign information» step you should fill required fields and set info

you need. Than you can go to template choosing.

!If you want to personalize mails, set parameters «Personalized the «To:» field».

When the fields are filled click «Next».

!A template can be created using WYSIWYG or from your code (Tools — Source

code). So enter template name and text or html.



If you want to insert an image use «Insert — Insert image» menu point of

WYSIWYG. In the opened popup you should enter the image source. The source

should be absolute and the image should be shared for everyone. You can store

images using FTP, Dropbox, Google Drive, Yandex Disk, etc.

!For example with Google Drive.

1. Upload an image to the Google Drive.

2. Click the right mouse button on the image and choose "Sharing".

3. In the opened popup choose "Enable access to the link". Copy the link.

4. Open the link in the browser.

5. Click the right mouse button and choose "Copy image URL".

6. Enter the URL to the editor field.

Created template will be saved in Mailchimp templates set in your account and

you can use it again.

!A template name is unique for Mailchimp templates. So if you want to save

template, enter an unique name for it. If a template with entered name already

exists, you’ll see a notification.

!The App cannot update existing templates.

!Pay attention please, the «Drag&Drop» template type was deprecated by Mailchimp

API. That is why you should change its type to «Code Your Own» (http://cdn-

images.mailchimp.com/email-reference/getting-started/using-mailchimp/

using_mailchimp_2C.jpg).

!!


http://cdn-images.mailchimp.com/email-reference/getting-started/using-mailchimp/using_mailchimp_2C.jpg


To convert your template to Code Your Own type you need to:

1. Go on the template you want to copy and select «Export as HTML» (http://

kb.mailchimp.com/templates/code/export-templates-html)

2. Open the file in the simple text editor.

3. Copy the code.

4. Go to Mailchimp «Templates — Create template Code Your Own — Paste In Code»

(http://templates.mailchimp.com/getting-started/using-mailchimp/).

!Don’t forget to send a test of your campaign and check it. If the letter view you got is

different from the template, ask your html-coder to fix the template code.

!When all fields filled and template chosen you can send a test of your campaign

using «Send a test of this campaign» button. A test letter will be sent to emails,

you’ve entered in a field near the button (split them with comma).

!After you convinced that all data was filled right and you like the template view,

you can start the campaign using «Send the campaign» button. The App will

save all data, create/update and start the campaign.

If you didn’t set «Advanced settings» the campaign would be start immediately

after its creating.

!



Use «Advanced settings» to create a scheduled campaign. There you can set

date and time when you want the campaign to be sent.

Only paid Mailchimp accounts can use disabled fields (http://kb.mailchimp.com/

accounts/billing/how-mailchimp-pricing-plans-work).

!!Enjoy the App using!

!If you have any question or problems, search answers in the section «FAQ» (http://

marketplace.artdepo.com.ua/en/mailchimp/#faq) in our site or send us an e-mail

[email protected].


http://kb.mailchimp.com/accounts/billing/how-mailchimp-pricing-plans-work

mailto:[email protected]

MailChimp mailer — integration with Bitrix24 About the...

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