How to integrate your CASAFARI CRM to MailChimp?

Newsletters are a way to regularly communicate with your customers. They contribute to building your brand and increase business opportunities.

CASAFARI CRM is integrated with MailChimp, allowing the creation of lists, importing contacts, and sending newsletters.

Create your MailChimp account:

1. Go to MailChimp.

2. Click on your profile and go to the “Profile” option.

3. Click on “Extras” - “API Keys”.

4. Click on “Create API”. A message will appear informing you that the code was successfully created.

5. Copy the key, in the “API Key” column.

Place the key in CASAFARI CRM:

1. Go to Settings - General Data - Social.

2. Paste the key obtained from the MailChimp website:

3. Click Save.

Associate contacts to the MailChimp (mailing list):

1. Go to Contacts - Sellers and/or Buyers List.

2. Select the contacts, click on “Actions” and choose the "MailChimp" option.

3. Choose the list and click “Add” to have the contacts added to the Mailchimp list.

Configure Unsubscribers List (contacts who have blocked the reception of your communication):

1. Go to Settings - General Data - Social and copy the link: 

2. On the MailChimp page, click on the “Audience” - “All Contacts” icon.

3. Select the option “Tools” - “Webhooks”.

4. Click on “Create New Webhook”.

5. Paste the link obtained in CASAFARI CRM in the “Callback URL” field.

6. Select the contacts to be removed from the (mailing list), in the option “What kind of updates should we send?”.

7. Make sure you have enabled all the options in the section “Only send updates when a change is made...” and click on "Save".

Note: 

Contacts must have their OPT-IN request already accepted. Read more about this topic, in the note of this article

What happens now when a contact marks "unsubscribe" on a newsletter sent by MailChimp in CRM, is that the contact is automatically deselected from the list of contacts (called "Audience" in MailChimp) in which that newsletter was sent. 

For example:

The contact André Veloso is associated with three contact lists (Audiences) in MailChimp and in CRM;

If this contact receives a newsletter from one of these lists and unsubscribes, what happens is that both in MailChimp and CRM, the contact is removed from this list but remains in the other two. If he unsubscribes from the others, he is also removed from those lists, both in CRM and MailChimp.

The contact, however, remains active in CRM and if you have OPT-IN and automail options selected, it will remain so. This situation is due to several factors:

• The contact despite having unsubscribed after sending newsletters through MailChimp may want to receive other communications through CRM, such as Smartlink, Smartmail and canned reply.

• If the contact is removed, if there are associations in the CRM to it (associated leads, for example) they will be without the contact's data.

After the contact is no longer configured to receive communications from a given contact list (Audiences), MailChimp will not allow it to add it again. 

This feature is available in the PREMIUM plan.

For more information, please contact us on Chat or send an email to help@casafaricrm.com