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Bizminers Mailchimp & Dynamics CRM Integration Tool User Guide

Table of Contents Getting Started ........................................................................................................................................ 1

Understanding List Structure ................................................................................................................. 1

Creating Campaign on CRM..................................................................................................................... 2

Create Campaign on CRM and Send to Mailchimp ................................................................................. 5

Create Campaign on Mailchimp and track in Dynamics CRM ................................................................. 9

Advanced Reporting and Tracking......................................................................................................... 12

Getting Started Bizminers provides a quick way to start leveraging data between Dynamics CRM and Mailchimp. This document explains how to use Bizminers. Dynamics CRM 2011 version is used to prepare this document. Some features may not be included in CRM 4.0 version and you may not find these screens on CRM 4.0 platform. We assume that installation and configuration is completed successfully and Bizminers is ready to use. You can visit http://www.bizminers.com/features/ for Installation Guide.

Understanding List Structure

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In Mailchimp, every subscriber is member of a group and every group is member of a List , for segmentation. Lists > Groups > Subscribers In Dynamics CRM, there is a standart marketing list which groups subscribers. List > Subscribers When you run sync process , a group created inside MailChimp list , already selected Mailchimp list during the Bizminers installation. Your Dynamics CRM Campaign ID and Campaign Name will be used for group name.

Creating Campaign on CRM

Login to your CRM create a campaign on Campaign section. Set Campaign Type as “Email Marketing”. If you want to send test email then set Status Reason as “Testing” then save.

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Add target Marketing list to the Campaign which you created marketing list before on CRM.

Each Email marketing Campaign should have an Email Marketing Builder which includes email marketing fields. So after saving campaign, click “Email Marketing Builder” field and create a new Email Marketing Builder. If you want to use an existing email content , please do not use the existing Email Marketing Builder record. We suggest create a new one and copy the old email content in to the new one.

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Email Marketing Builder fields are mandatory and should be filled properly. Email Subject : Email subject From Email : Sender email address From Name : Sender Display Name Test Email : Email addresses separated by semicolon who test email will send.

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You can easily paste your email content as HTML inside content section or you can choose Mailchimp Template that you already saved on Mailchimp as user templates.(Note: if you choose template, content section will be omitted.) Also you can set Mailchimp campaign sending option like auto-post twitter/facebook as you see on Mailchimp campaign page. Click Save and Close the builder form. You will see the saved builder record on email marketing builder field at the campaign as shown below

Now your campaign is ready to send. The next step is running Bizminers application and start synchronizing. Scheduling Campaign If you want to schedule your campaign, you should select sending date&time into “Actual Start Date” on Campaign form. When you set this time, the campaign will be send on scheduled time.

Create Campaign on CRM and Send to Mailchimp

Run Bizminers by clicking shortcut where installed computer. You should have validated, configured your CRM connection and email marketing settings before starting sync.

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When you click sync button you will see the process status on status bar

When sync has finished, you will see the campaign status returns “Ready to launch” from “testing” on CRM. It means test email sent and campaign is ready to send.

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Set campaign status “Launched” and push Bizminers sync button again to start sending campaign to Mailchimp. During the sync, marketing list members which selected campaign’s target marketing list synchronize with your Mailchimp list. Then send the campaign email. The last step is to collect all stats for sent campaigns from Mailchimp into CRM.

When sync finished, if you open the campaign, you will see the campaign ID and campaign Archive URL populated on your CRM. You should see the same campaign on Mailchimp dashboard as below

Also all campaign cumulative stats can be visible inside CRM campaign form. Clicks, Opens, Unique Opens, Bounces, Forwards, Unsubs counts etc. These values are cumulative and

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updated on every sync process. Even all campaign has been completed, all these stats and campaign responses collected and updated by Bizminers.

When you open campaign responses tab on CRM for specified campaign, you can see all email actions as campaign responses. Responses can be Url Clicks , Opens, NotOpens, Bounces, UnSubscriptions, Complaints etc.

Campaign response is related to lead, contact ,account and campaign. So you will see these responses while browsing a lead, contact or account form. These responses can be analyzed graphically by Campaign performance report.

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As you see above, all campaign user actions created as campaign response with detailed information clicked url etc.

When you complete a campaign and set status as “Completed”, all “not opened” actions will be added as new campaign responses in CRM.

Create Campaign on Mailchimp and track in Dynamics CRM You can bind and track campaign which you already created and sent on Mailchimp. You can use this option in case you want to track your old campaigns on Mailchimp.

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Follow these steps to do this

Create campaign on Mailchimp and send it (you should already know how to do it) You can use Mailchimp templates and create nice emails using Mailchimp.

Create a new campaign on CRM, add marketing list and add email marketing builder on it as described above. Keep in mind email marketing campaign needs an Email Marketing Builder which keeps email message parameters.

Run Bizminers and start sync button for bringing the latest campaign records.

When you open Reference windows, you will see sent campaign records from Mailchimp. Select related Mailchimp campaign from Email marketing builder Reference Picklist. Choose Mailchimp campaign and save the builder. Also don’t forget the complete required fields at builder form on CRM.

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After running Bizminers sync again, you will see the binded Mailchimp campaign stats and campaign actions on CRM as below. Also campaign actions created as campaign Responses on CRM.

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Advanced Reporting and Tracking

Bizminers gathers tracking statistics and activities from MailChimp into Dynamics CRM. These stats are tracked against the campaign as well as the records of the email recipients in CRM accounts, contacts or leads. When you open a contact or account card, you can browse all related campaign activities and responses as closed activities on CRM.

Please send your inquiries to info@bizminers.com.