mail chimp integration
DESCRIPTION
Mail chimp Integration with vtiger crm5.2.1TRANSCRIPT
Mail Chimp Integration with vtiger crm5.2.1
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Mail chimp Integration with vtiger CRM5.2.1
Download the Mail chimp modulev101 from the below link
http://www.targetintegration.com/downloads.html
First you have to create Account in www.targetintegration.com
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Then you will get the following window
After enter the values in the above window click on “Register” Button, and then you will get
Confirmation mail
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After confirm your mail account, you can login by using login credentials
After enter login credentials click on login Button, and then you will get the following window
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Click on the “Mail Chimp module for vTiger5.2.1” and then you will get the following window
Click on “Mail Chimpv101.zip” then download it
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Now go to vtiger CRM 5.2.1, if you don’t have vtiger CRM 5.2.1, then download from below link
http://klavatec.blogspot.in/2011/05/download-vtiger-crm-software-521-free.html
And then install and use it
Now go to Settings->Module Manager
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Click on Module Manager, and then you will get the following window
Then click on “Custom Modules”, you will get the following window
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Now click on the “Import New” Button then you will get the following window
Now you have to Choose File whatever previously you have downloaded from
www.targetintegration.com
Now click on “Import” Button then you will follow window for Confirmation to Continue
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When you click on Yes then you will get following window
Now you have to click on “Finish” Button, and then you click on “More” Button
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Then you will get the following window
Now you can observe the “Mail Chimp” module under “Marketing” Option
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Click on the Mail Chimp module, it will bring you another window like below
Now you have to click on “Hammer Tool” to Configure “Mail Chimp”
After click on that tool, it will display the following window
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Now you have to click on “Mail Chimp” Then you will get another page
Now you have enter the “Mail Chimp API” key in the above text box
To get the API Key,
Go to www.mailchimp.com
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Click on “Sign up Free” Account to create an Account, and then you will get following page
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Enter the required values and Click on “Create My Account” and then you will get Activation
Activate your account, and then open www.MailChimp.com
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Enter the Login Credentials and Click on “Login” Button, and then you will get the following
window
Now you need to get “API key”, so go to “Accounts” Menu Click on it,
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Then you will get below POPUP
Now you have to click on “API Keys & Authorized Apps”, then you will get following window
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Click on “API Key” then it’s generated, like above
Copy the key, and then go to vtiger Instance and then go “Mail chimp”
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Click on “Hammer Tool” to Configure Mail chimp
Now enter
Whatever you have copied API Key previously,
That u has to Copy in the above textbox like below
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Go to Mail Chimp Website and then create a “Campaign” under “Lists”
Now you will get a following window
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Now click on “Create List”, you will the window like below
Enter all details and then click on “Save”
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After click on “Save” the Created Campaign look like below
Create an Email list in that “Sample Campaign”, and then click on “Add”
Then you will get the following window
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Enter the details
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Then click on “Subscribe”
Then you will get the Created member Profile
Like this you have to create members
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Now go to vtiger instance
Go to Mail chimp->Click on “+” Icon
And create a Campaign using following window
Campaign Name is the same name as the Created in “Mail Chimp” List
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After enter the details click on “Save” Button, and then you will get the following window
Now move the Cursor on “More Actions”
You can able to see the “Synchronize with Mail chimp”
When you have to click on this option Mail chimp will be Synchronize with vtiger CRM
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Again you will get the same window
To know the status of synchronization is successfully completed or not
Go to “More Information”
Click on “Contacts” and then you can able to see the list whatever ever you have created in
Mail chimp Account
This record is already created under lists in Mail Chimp Account
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So after Synchronization that list in Mail chimp will come under Contacts in Mail Chimp of
Vtiger CRM
After Completion of Synchronization, Whatever Contact you are going to create under
Mail Chimp ->Mail Chimp Name -> More Information ->Contacts
Those Contacts will create automatically in Mail Chimp Account