What is PowerMailChimp?

A general overview of the PowerMailChimp add-on and how it works

Presenter:

Kristi ZielinskiPowerPack ProPowerObjects

Agenda• Who is PowerObjects?• What is PowerMailChimp?• The Basics• How PowerMailChimp works• Sending out a blast• Statistic syncing• Unsubscribes

• Available Resources• Q&A

Who is PowerObjects?• Professional Services & Support organization

• 100% focused on Dynamics CRM

• Provides services, support, education, add-ons

• Microsoft Dynamics CRM Partner of the Year

for 2012 & 2013

PowerMailChimp• Send bulk emails out of CRM, and track bulk

email statistics directly back to CRM• Reasons to use PowerMailChimp• Manage your send lists in one place – no need to

export/import• Emails are sent from MailChimp's email routers• Activities are tracked back in CRM instead of in a

separate system• Send beautiful HTML emails easily

System RequirementsFor PowerMailChimp:

• CRM 2011 OR CRM 2013

• Online

• Partner hosted (w. ADFS)

• On premise (w. ADFS)

• CRM must be accessible from outside of your

network

The Basics• To use PowerMailChimp, you must sign up for

a MailChimp account

• MailChimp Cost: Varies

• PowerMailChimp Cost: $2/user/month

• Free 30 day trial available

Importing PowerMailChimp1. Grab the solution .zip file from the web page

2. Import the solution into CRM

3. Register for a free 30 day trial

PowerMailChimp Setup1. Sign up for a MailChimp account

a) Go to mailchimp.com and click on sign upb) Fill in your information, and verify your domain

2. Create a “master list” in MailChimpa) This will be the list that all marketing lists are synced tob) Best practice is to have one list and all marketing lists

synced to that one list3. Grab the API key from MailChimp and put it in

PowerMailChimp Set up tab to link the MailChimp account with the CRM

Using PMC-Three Main Steps1. Create a marketing list and sync with

MailChimp

2. Create a template in MailChimp itself

3. Create a PowerMailChimp blast and send!

How does the Sync work?• Subscribers are synced from CRM over to

MailChimp ONLY (not from MailChimp back to CRM)

• Marketing lists can be manually synced, or will automatically sync to MailChimp right before the blast is sent out

• Statistics are synced from MailChimp back to CRM automatically after a blast is sent out

How does the Sync work?• Groups and subgroups are automatically

created under the master list in MailChimp

Marketing List SyncChoose a MailChimp list to sync to if you’d like to use this marketing list in a PMC blast

Marketing List SyncYou can check the status of your sync in the “MailChimp Synchronized” section

MailChimp TemplatesWith PowerMailChimp, you are still creating the email template you want to send inside of MailChimp. THIS WILL BE THE ONLY THING YOU DO OUTSIDE OF CRM

1. Basic templates2. Predesigned templates3. Import templates

MailChimp TemplatesBasic Predesigned Code your Own

MailChimp TemplatesDrag & Drop Editor

PowerMailChimp Blast

- Name

- From Name

- Subject

- From e-mail

Fill in the “General” section

PowerMailChimp BlastAssociate a Marketing List

PowerMailChimp BlastSelect a MailChimp Template

PowerMailChimp BlastEditing the template in CRM

PowerMailChimp BlastSending Features

• Send Test• Send Now

• Schedule Delivery• Jump to MailChimp

Viewing StatisticsOn the PowerMailChimp Blast

Viewing StatisticsOn the PowerMailChimp Blast

Viewing StatisticsOn the Contact/Lead Record

PowerMailChimp ActivitiesDifferent types of activities• Send, Open, Click, Bounce, Unsubscribe, Complaint

• Use in advanced finds/dynamics marketing lists• Use to fire off workflows

PowerMailChimp ActivitiesHow unsubscribes work• PMC activity (unsubscribe is created)

• Bulk email radio button in CRM is not touched

• MailChimp keeps track of unsubscribes and won’t

sync any bounces/unsubscribes back to MailChimp

• Unsubscribed members are NOT automatically

removed from the marketing list

Available Resources

• Import & User guides• One-pagers• FAQs• Demo videos• Past Webinars

Questions?www.powerobjects.com

Kristi ZielinskiPowerPack Propowerpackpro@powerobjects.com