Integration from Mailchimp List/Groups to CRM

Subscriber:

Hi, I have a few queries regarding Mailchimp and CRM integration using landing pages.

It's kinda complicated setup so bear with me.

In Mailchimp, I have created a single list which has multiple groups created so that I can send specific emails to specific groups.

For CRM, I have set up a Sync Profile known as Leads (For example) and Contacts.  If I have a single Master List in Mailchimp when I sync CRM with Mailchimp, how do I define which Group in Mailchimp the Lead or Contact in CRM belongs to?

Also, if I were to say manually export the Leads to Mailchimp from CRM and manually imported those leads into Mailchimp and manually updated the Group on the import file into Mailchimp when I run the sync, would this cause duplicates to be created in Mailchimp?

Cazoomi:

Thanks, and for your Lead Sync Profile I would select a Target List with only Leads in it which would sync and create a Group of the same name as the Target List in Mailchimp.

The same holds true for Contacts.

SyncApps used our proprietary email based algorithm for integration, so duplicates are not possible to create using SyncApps in your CRM or in your target application, in this case, Mailchimp.

Subscriber:

Thank you for such a prompt response.

I am trying to understand here, perhaps what the best practice is for people who use CRM & Mailchimp with Cazoomi as there seem to be some gaps between the 2 in terms of what I can see:

1. In CRM, we are able to add the campaign source to the lead and then send specific campaigns to those leads.

2. In Mailchimp, they allow the user to create multiple groups within a List and then send segmented info to those groups.

3. From what I am seeing here, there is no mechanism between CRM & Mailchimp using Cazoomi where I can segment the Lead in CRM with a Group from a List in Mailchimp, is this correct?

4. How would you suggest (or what have you seen) users segment lead sources between CRM & Mailchimp and manage this?

5. It is easy enough to create multiple Lists within Mailchimp, but then I am not sure how this would work with the Leads Module in CRM as I assume you are syncing one profile being leads to Mailchimp and cannot have multiple profiles for leads syncing with Mailchimp, is this right?

6. So that you understand what I was trying to do with Mailchimp is I was using that to create a Master List which then has multiple Groups.

Each Group has its own landing page, and all leads which come in from that are then automatically tagged as belonging to that List.  

I guess if I am managing the lead coming in via Mailchimp and the Campaigns sent via Mailchimp, would I be correct in assuming that CRM will just record all of the campaigns sent to the Lead, and in essence I am not managing the Source in CRM, and the only downside I can see would be the reporting within CRM of the different Campaigns since this is all done via Mailchimp? Is this right in my understanding?

7. If I wanted to record the Source between the 2 systems, is this something which you could add as a customization?

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Cazoomi:

Thanks and let me answer these below:

1. In CRM, we are able to add the campaign source to the lead and then send specific campaigns to those leads.

Cazoomi:  Ok, works as you designed via CRM.

2. In Mailchimp, they allow the user to create multiple groups within a List and then send segmented info to those groups.

Cazoomi:  Yes, we match this via the API created Groups from your choices in Step 1 of your Sync Profile so best practice is to use Mailchimp Segments in List/Groups.

3. From what I am seeing here, there is no mechanism between CRM & Mailchimp using Cazoomi where I can segment the Lead in CRM with a Group from a List in Mailchimp, is this correct?

Cazoomi:  Sure, you can use Filtering & Segmentation in your Sync Profile to further segment yet no you cannot use the Mailchimp Segments API yet.  It's just not that efficient.

4. How would you suggest (or what have you seen) users segment lead sources between CRM & Mailchimp and manage this?

Cazoomi:  Mailchimp best practice is to use Mailchimp Segments within your List/Groups.

OR use Filtering & Segmentation in your Sync Profile to further segment a Target List in CRM to Mailchimp List/Groups.

5. It is easy enough to create multiple Lists within Mailchimp, but then I am not sure how this would work with the Leads Module in CRM as I assume you are syncing one profile being leads to Mailchimp and cannot have multiple profiles for leads syncing with Mailchimp, is this right?

Cazoomi:  Best Practice is using 1 List in Mailchimp with up to 60 Groups for segmentation. Leads and Contacts can sync to the same list in Mailchimp.

Be sure to not exceed 60 Groups in Mailchimp on a List as the integration will error out.

Error details: 
Mailchimp Error: Cannot have more than 60 interests per list (across all categories). [instance: 11e8f685-fda9-471f-bd91-317981dd045a] (HTTP Status Code: 400)

If you encounter this type of error then please follow this best practice below:

  • Best practice to solve an issue like this is thru deleting the Group Title (all Groups) In Mailchimp and then next Reset Sync Process on the Sync Profile so SyncApps will recreate the Mailchimp Groups.

    Please do this method to see the new Groups recreated, and numbers sync up to under 60 Groups in Mailchimp.

If you need another Mailchimp List to sync, then you would set up another Sync Profile.

6. Just so you understand what I was trying to do with Mailchimp is I was using that to create a master List which then has multiple Groups.

Each Group has its own landing page, and all leads which come in from that are then automatically tagged as belonging to that List. I guess if I am managing the lead coming in via Mailchimp and the Campaigns sent via Mailchimp, would I be correct in assuming that CRM will just record all of the campaigns sent to the Lead, and in essence I am not managing the Source in CRM, and the only downside I can see would be the reporting within CRM of the different Campaigns since this is all done via Mailchimp?

Is this right in my understanding?

Cazoomi:  You might use our Static Text feature for each Sync Profile to manage this process as we have tons of folks how to use 100s of Sync Profiles like this to tag every lead from Mailchimp flowing into a landing page to Mailchimp List as "XYZ" lead source static text field for example.

For each Landing page, you would need a separate Sync Profile and 1 Group for the "XYZ" lead source static text field.

7. If I wanted to record the Source between the 2 systems, is this something which you could add as a customization?

Cazoomi:  Static Text could do this for you per list.  Per Group is not possible unless you map a field in Mailchimp on the List yet it would apply to each Group so not really an ideal solution.

For your use case, you would use our Enterprise SyncApps, set up each Landing page with a separate Sync Profile plus 1 Group under it to be able to see the source of each Campaign.

OR

On an Email Campaign in Mailchimp just use a URL in the email that then if they click on it, it shows up in CRM then you can aggregate that data with your our workflow.

*Report showing "X" URL Link clicked Leads.

 

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