Sending an email campaign is an easy way to reach a large target audience. However, building an efficient, attractive and clear campaign is more difficult. There are a few online tools that help you to create a good campaign. MailChimp is one of them.
The integration between MailChimp and Teamleader is easy: Teamleader synchronises all your CRM contacts and companies to MailChimp, including your predefined segments which will be groups in MailChimp. In MailChimp, you can send well-made campaigns to a predefined part of your contact database.
We’ll explain how it works:
- The Setup
- Creating a segment in Teamleader for MailChimp
- Sending a campaign to the right people
- Mailing data in Teamleader
- Create a MailChimp account on www.mailchimp.com
- Make sure to complete the account setup, otherwise you will not be able to create a new audience.
- Now you need to set up an empty audience or list in MailChimp.
- Go to “Audience” and click on “View audiences”.
Afterwards choose "Create Audience". Fill in the requested info. Note that this is what your recipients will get to see when they receive the mail.
- Go back to your Teamleader account. Click on your user icon in the upper right hand corner.
- Choose “Integrations”
- Enter “MailChimp” in the search field
- Choose for “MailChimp” and click on “Add”
- Enter your MailChimp account name and password
- A new window opens that asks you to select a list in MailChimp. Choose for your newly created empty list.
- Click on “Save”
Congratulations! MailChimp and Teamleader are now integrated. Please note that the contact synchronization between Teamleader and MailChimp is one-way: Teamleader doesn’t allow you to link an audience if there are already contacts added in your MailChimp audience.
In order to sync your contacts to MailChimp, the checkbox 'Mailing' needs to be enabled in Teamleader. After this, you can choose to divide your contact audience in MailChimp into separate marketing permissions/opt-ins. You can organize your audience in Mailchimp with a segment for each marketing permission (email, direct mail, customized online marketing):
Creating a segment in Teamleader for MailChimp
Note: Teamleader will push all your contacts and companies to Mailchimp (as long as they have a valid email address and are not unsubscribed). You can then create segments in Teamleader to define the group of customers you want to send a specific campaign to.
Using segments is easier to mail your campaign to a specific part of your contact audience.
For example, you want to send a campaign specifically to your customers in Germany:
- Create a segment in Teamleader based on email address.
- Choose to make this segment available in MailChimp. Teamleader will then synchronize this segment
Syncing a segment from Teamleader to Mailchimp
1. To synchronize your segments for the first time, you can click the rotation symbol on top of the screen (remember: you have to be in the CRM module to do this!)
You only need to sync manually once: when adding new contacts afterwards, Teamleader will automatically synchronize the contacts, for which you enabled 'Mailing', overnight. Of course, if you want to use your freshly created segment, you can start the sync manually.
- If you delete an entry in Mailchimp and not in Teamleader, Teamleader will create this contact again via the next sync.
- If you delete an entry in Teamleader and not in Mailchimp, Teamleader will delete this contact in Mailchimp during the next sync.
2. Teamleader will notify you when the synchronization is finished.
3. To see your “Segments” from Teamleader in MailChimp you must follow the next steps:
- Go to your MailChimp account and choose “Audience”
- Choose the audience you’ve just created
- At the top you’ll find a number of tabs. Choose “Manage contacts”
4. Note that your Teamleader segments are identified as “Groups” in MailChimp. So choose for “Groups” in the dropdown menu.
5. At the right side, you can click on “view groups”. There you can find all segments you’ve made in Teamleader.
6. Now you can also use your groups within your marketing permission segments. Like this, you can send your future marketing campaigns only to your contacts who gave consent.
Sending a campaign to the right people
Now it’s just about selecting the right segments in MailChimp to send your emails.
- Go to your MailChimp account
- Choose “Campaigns” in the navigation on top
- Click on “Create campaign”.
- You will be asked to choose the type of campaign. You can only use campaigns of the type “Regular”. If you use “A/B testing”, the statistics will be empty and you will only see the bounces for example.
- Now you’ll be asked to define your recipients. Choose “Group or new segment” and then pick “Teamleader.contacts” or “Teamleader.companies” in the list
- Choose your segment from the dropdown menu.
- To send to multiple segments, add another rule by clicking “Add” and repeat the same steps as described above.
- Choose “Next”. Now you can go on creating your campaign, with the right Teamleader contacts!
Mailing Data in Teamleader
What after you've sent your campaign? Teamleader gathers some data from the sent campaigns and pushes it to your CRM database. From the moment you've activated the link with Mailchimp, you find “Mailing” under the module “CRM”.
There you find the recently sent campaigns with some data such as
- the total amount sent
- unique and total opens
- number of clicks
In that last case, Teamleader will add these email addresses to a list of 'invalid emails'. In this list you can choose to edit the email address (if you know the correct one), or to just remove the address out of your database completely.
Note: If you’re interested in using automation in Mailchimp (f.e. sending welcome emails), it’s important to know that this is not possible through our normal integration. However, it is possible by using Zapier, which allows to link a trigger in Teamleader to an action in Mailchimp. You can read more about this in our general Zapier article.