Workbooks CRM integration with MailChimp
MailChimp integration is included with Workbooks. Here are some screenshots of what a Workbooks User will see...
Above shows a 'Person' record and the MailChimp Tab displaying the most recent 100 activity responses from MailChimp
Above shows a Marketing Campaign record and a summary of responses coming back from MailChimp
Above shows the 'Members' Tab on a Marketing Campaign record and a summary of responses by recipient
MailChimp integration is included with the CRM and Business Editions. This is a two way integration so...
1) You create your target lists in Workbooks
2) Those lists and email addresses are uploaded to MailChimp (no need for complicated exporting or importing!)
3) MailChimp of course allows you to create nice looking emails and will deliver the email based on your options
4) Then with the integration, automatically you will see against a customer record in Workbooks what emails were sent to them, what did they open, what did they click on and also seeing Hard Bounce plus the all important Unsubscribe status if they have opted out of your mailings
Wizard Systems offer full training on MailChimp if required and can assist you with your mailings.
1) You create your target lists in Workbooks
2) Those lists and email addresses are uploaded to MailChimp (no need for complicated exporting or importing!)
3) MailChimp of course allows you to create nice looking emails and will deliver the email based on your options
4) Then with the integration, automatically you will see against a customer record in Workbooks what emails were sent to them, what did they open, what did they click on and also seeing Hard Bounce plus the all important Unsubscribe status if they have opted out of your mailings
Wizard Systems offer full training on MailChimp if required and can assist you with your mailings.
