Sage CRM 2020 R2: Mailchimp - An Introduction (Part 1 of 7)

In this series of articles, I will walk through the process of configuring the integration and testing out a first Mailchimp campaign driven through the Sage CRM user interface.

I found it very easy to create, send, and track email marketing campaigns. The results from the campaign are shown within Sage CRM and you can see how many people opened the email and exactly what they clicked. Mailchimp's offering is very attractive to those customers just starting out with email-based campaigns as it is free for subscriber lists of up to 2,000 contacts. You can see the pricing here:

The Integration Features

The integration allows users to:

  • Push their Sage CRM contacts into Mailchimp
  • Quickly and easily create new targeted email marketing campaigns in Sage CRM
  • Send the campaign and automatically add a communication record to the relevant records in Sage CRM
  • View a list of sent Mailchimp campaigns in Sage CRM and gain valuable insight into the results - opens, clicks, bounces and more
  • Segment lists and create groups based on responses for future campaigns

The articles in the series are: