VTiger Mailchimp Sync 2.1.1 How To Guide

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VTiger Mailchimp 2.1.1 How to Guide

Transcript of VTiger Mailchimp Sync 2.1.1 How To Guide

VTiger Mailchimp 2.1.1How to Guide

VTiger Mailchimp 2.1.1Get Lists from Mailchimp

Slide 1: Mailchimp ModuleGet lists from Mailchimp

Click “Get Lists from Mailchimp”

VTiger Mailchimp 2.1.1Mailchimp Mapping

Slide 2: Mailchimp ModuleFetch Fields to Map

Select List and Click “Fetch fields to Map”

Slide 3: Mailchimp ModuleMailchimp Mapping

Map for all the three VTiger Modules such as Contacts , Leads and Accounts

VTiger Mailchimp 2.1.1Sync selected List

Slide 4: Mailchimp ModuleSync Selected List

Select any list and Click “Sync Mailchimp Lists to VTigerCRM”

VTiger Mailchimp 2.1.1Send Changes to Mailchimp list

Slide 5: Mailchimp Lists ModuleSend Changes to Mailchimp

Edit and Save the Mailchimp list. Then click “Send Changes to Mailchimp” button

VTiger Mailchimp 2.1.1Mailchimp Groupings

Slide 6: Mailchimp Grouping ModuleCreate a Mailchimp Grouping

Create Grouping with a Mailchimp synced list

VTiger Mailchimp 2.1.1Mailchimp Groups

Slide 7: Mailchimp Groups ModuleCreate a Mailchimp Group

Create a Group with Grouping name

VTiger Mailchimp 2.1.1Mailchimp Cron

Slide 8: Mailchimp ModuleSelect Lists and Time

Select Lists and Time then click save button

VTiger Mailchimp 2.1.1Mailchimp Workflow

Slide 9: Mailchimp Module

Select a list and add all conditions