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Mailchimp Integration

The Upnetic CRM is fully integrated with Mailchimp, making it easier than ever to plan, schedule, and personalize your email marketing campaigns. Track what time of day emails are opened or clicked, what links people click, and use reporting tools to measure individual user engagement. You can have up to 2,000 contacts and 12,000 total emails per month for free. There are also paid upgrades available, including larger email lists, unlimited email plans, and automation.

Create a Mailchimp Account

  1. Hover your mouse over the “Mailchimp” button on your CRM main page. Click the “Create Account” link in the drop down menu, or click here.
  2. Enter your information in each field and click the “Sign Up” button. Mailchimp will send an email to the address you provided with a link allowing you to verify and activate your account.
  3. Activate your Mailchimp Account using the blue “Activate Account” button in the email message you received. Enter the Captcha, and click the button labeled “Confirm Signup.”
  4. Enter the required information about yourself and your organization. If you plan to use the CRM to import contacts, set the option for “Do you have a list of emails to import into Mailchimp?” to “No”. You will sync your contacts later through the Upnetic CRM. Click the “Save and Get Started” button at the bottom of the page.

This will fully set up your account, including a default audience list, and will take you to the Mailchimp Onboarding Dashboard.

Note: We recommend to skip the Onboarding Dashboard, as you will first need to sync your account with the CRM. Select “I’ll do this later” for each section. You can watch this tutorial to learn how to create Mailchimp emails.

Mailchimp Audience

Mailchimp will automatically create your first audience (list) using your provided business name, and will add you as the first contact. The free subscription includes 1 audience, however you can organize them with tags and segments.

If you would like to manually add contacts or import them from an excel spreadsheet, select “Add Contacts”.

Note: If you would like to bring your Upnetic CRM contacts into your audience, you will not need to add them in Mailchimp. Follow the steps below to easily subscribe your contacts from the Upnetic CRM to your Mailchimp audience list.

Associate Accounts

  1. Hover your cursor over the “Mailchimp” tab and click on the “Associate with CRM” option.
  2. Enter your Mailchimp account information created in the previous steps. This will associate your Mailchimp account with the Upnetic CRM. Click “Log In.”
  3. Click the button labeled “Choose Mailchimp List to Sync with CRM.”
  4. Click the drop down menu to select the Mailchimp audience list. Once you subscribe your CRM contacts to Mailchimp, they will automatically be imported into the selected audience list.

Subscribing Contacts

You can subscribe your contacts to Mailchimp in bulk or individually within the contact details. To subscribe in bulk, follow the steps below:

  1. Go to the “Contacts” tab and select the “Action” tab.
  2. Check the boxes next to the contacts you wish to subscribe, or click on the “Select All Records” button to select all.
  3. Click the “Mailchimp Subscribe” button to sync these contacts with Mailchimp.

Note: It can take up to 15 minutes for your contacts to appear in your Mailchimp list.

Opting out Contacts

To remove contacts from all active email campaigns, follow the steps below:

  1. Go to the “Contacts” tab and select the “Action” tab.
  2. Check the boxes next to the contacts you wish to remove, or click on the “Select All Records” button to select all.
  3. Select the “Mailchimp Opt-Out” button. 

Note: This action does not remove your contacts from Mailchimp. They will remain in your Mailchimp account and will count against your account’s contact limit.

Unsubscribing Contacts

To remove your contacts entirely from Mailchimp, follow the steps below:

  1. Go to the “Contacts” tab and select the “Action” tab.
  2. Check the boxes next to the contacts you wish to remove, or click on the “Select All Records” button to select all.
  3. Click the “Mailchimp Unsubscribe” button. 

Caution: Performing this action will permanently remove the selected contacts from your Mailchimp account. It will also reduce the number of contacts counted against your Mailchimp account’s contact limit.

Note: If you manually unsubscribe a contact from Mailchimp, it simply removes them from your Mailchimp account. They can be resubscribed with no issues. If, however, one of your contacts unsubscribes on their own, you cannot manually add them back to Mailchimp.

Updated on September 23, 2020

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