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

This is the final part of the series and in this article, I will look at the types of results and reports that are returned from Mailchimp into Sage CRM.

Mailchimp has its native information

Within Sage CRM there is a scheduled job that retrieves the results of the campaign from the Mailchimp server. This job is scheduled by default to run every hour.

If you are very impatient and want to know almost minute by minute whether people are reading your emails then you can also force a fetch of the data by clicking on the refresh button.

There is also an additional full synchronisation that runs every 24 hours that fetches data such as opt outs.  All this behaviour is all controlled by settings.

The report that we see within Sage CRM is a summary of the information displayed within the Mailchimp screens.   Within the Sage CRM screens however you can see all of the key information about a campaign. You can see how many people have opened the email, who clicked links within the message and how many subscribers bounced and which people chose to unsubscribe.

Each of the main totals are hyperlinks that can be followed to reveal the names of those contacts in Sage CRM who have interacted with the message you sent. We can see those who opened the email.

From each result-set for every campaign you create you can create another Group.  This group in turn can be saved and then sent to MailChimp to create a segment that targets those subscribers who are most likely to take the action that you desire.

Using the Sage CRM and Mailchimp integration you can follow data all the way from your Sage accounting system into CRM and on to when the data is used to create online campaigns, beautifully designed emails and social media posts.  You can then track those campaign results back into Sage CRM and ultimately back into the accounting system as a result of new orders.

The automated marketing emails from Sage CRM give you the knowledge about how your customers behave so you can analyse how effective every campaign has been.

The articles in the series are: