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- Getting Started
- Pinning Activities
- Bulk update
- Managing Duplicate Records
- Basic Navigation
- Key setup steps
- Additional setup steps
- Configuring Dropdown Lists
- Creating New Records
- Tips & Tricks
- Using the Kanban View
- Using the Map View
- Advanced Filters
- Setting Up Grid Layouts
- Show and Hide Columns
- Open or Edit Existing Records
- Syncing Your Accounting System
- Setting up your CSV file for Import
- View Details on Map Pins
- Change the Column order
- Company Information
- Filter Map Records
- Sorting Records
- Export data
- Import Data from Excel or CSV
- Colourise Map Records
- Filtering Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
Connect to Mailchimp or Campaign Monitor
If you plan on using the CRM to carry out effective and efficient marketing, we’d recommend connecting the system with Mailchimp or Campaign Monitor, two great marketing and automation tools.
If you’re in trial and you choose to connect to your digital marketing platform, you’ll be able to simulate real-world campaign generation, management and tracking – including creating/importing/editing marketing lists and sending campaigns to customers (or sending test emails to your team).
If you’re a recent subscriber, connecting to your digital marketing system will let you create and send campaigns directly from within the CRM. You’ll be able to create, import, edit and update marketing lists so your marketing materials are up to date and sent to the desired customers/prospects.
To connect to Mailchimp or Campaign Monitor, simply head to the Main Menu and scroll down to the Admin section. Then select Connections.
Locate the desired system.
You’ll be prompted to enter API information and login details so the connection can be completed. Once finished you’ll be able to import/export marketing lists and send email campaigns with ease.
You can also see our CRM Integrations page for specific setup instructions for Mailchimp and Campaign Monitor.