Abhishek Singh, a seasoned Competency Head - Microsoft, leverages Microsoft technologies to drive project success and foster business growth. As a Senior Tech Lead at Cynoteck, he brings over a decade of experience, primarily in Microsoft Stack technologies, with a 13+ year career in software development, specializing in Dynamics 365 and the .NET Framework. Abhishek Read More
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Getting Started with Mailchimp – Overview and Integration
Mailchimp is an email marketing tool for small and large businesses
Mailchimp is software that lets you stay in touch with groups of people via email. Using MailChimp, a person or a business can send one email to several people at one time. MailChimp is utilized by all businesses irrespective of size, non-profit, and other individuals, the email that gets sent can later be monitored by the sender.
Some things you can find out about an email you send via MailChimp are:
How many times the email was opened by each person.
Which links inside the email were clicked?
Mailchimp plan and prices: Mailchimp have 3 plans:
Power-Mailchimp is a Mailchimp CRM integration tool that connects the robust and powerful third-party bulk email platform, Mailchimp, with Microsoft Dynamics CRM. Use static or dynamic CRM marketing lists to send out bulk emails such as newsletters, special offers and more. Power-Mailchimp tracks vital bulk email statistics such as successful deliveries, sends, clicks, opens, bounces and unsubscribes back to individual leads, contacts, and accounts. This allows you see who opened the email, who clicked on which links and if anyone unsubscribed.
Features:
Send wonderful, HTML emails without needing any HTML knowledge by using Mailchimp’s robust template editor.
Automatically fire off a reply when any bulk email receiver clicks on a particular link, unsubscribes, opens the email, etc.
Send surveys in bulk emails with Power-Mailchimp and Power-SurveyPlus.
View all bulk email statistics and other related records, specific to one individual contact, lead or account with Power-Mailchimp and PowerOneView.
Then Import the solution into the Dynamics 365 environment.
After successfully import the solution in Dynamics 365.
Then go to the power MailChimp App.
Then click on the power MailChimp App and enter into the app.
After successfully entering the app then start the configuration.
1 Step- Configuring Power MailChimp
After you have imported the Power MailChimp solution, open the Power MailChimp configuration page by navigating to advanced settings-->settings-->solutions-->Power MailChimp.
Authenticating Power MailChimp
Configuring Power MailChimp using a server-to-server authentication
Please check this blog for instructions on how to set up the server-to-server authentication. Then, navigate to the Power MailChimp configuration page authentication tab, and select (server-to-server) as your authentication method. Add your App ID, App Secret, and Tenant ID, and click on {save}.
Find the API Key from Mailchimp Account for Integration.
Step to Create a new API key
After filling all required information, click the “SAVE” button and after that, click on the “Test Credentials” button.
Successfully integrated Mail Chimp with Dynamics 365 and it’s ready to use.
Mailchimp is an email marketing tool for small and large businesses
Mailchimp is software that lets you stay in touch with groups of people via email. Using MailChimp, a person or a business can send one email to several people at one time. MailChimp is utilized by all businesses irrespective of size, non-profit, and other individuals, the email that gets sent can later be monitored by the sender.
Some things you can find out about an email you send via MailChimp are:
How many times the email was opened by each person.
Which links inside the email were clicked?
Mailchimp plan and prices: Mailchimp have 3 plans:
Power-Mailchimp is a Mailchimp CRM integration tool that connects the robust and powerful third-party bulk email platform, Mailchimp, with Microsoft Dynamics CRM. Use static or dynamic CRM marketing lists to send out bulk emails such as newsletters, special offers and more. Power-Mailchimp tracks vital bulk email statistics such as successful deliveries, sends, clicks, opens, bounces and unsubscribes back to individual leads, contacts, and accounts. This allows you see who opened the email, who clicked on which links and if anyone unsubscribed.
Features:
Send wonderful, HTML emails without needing any HTML knowledge by using Mailchimp’s robust template editor.
Automatically fire off a reply when any bulk email receiver clicks on a particular link, unsubscribes, opens the email, etc.
Send surveys in bulk emails with Power-Mailchimp and Power-SurveyPlus.
View all bulk email statistics and other related records, specific to one individual contact, lead or account with Power-Mailchimp and PowerOneView.
Then Import the solution into the Dynamics 365 environment.
After successfully import the solution in Dynamics 365.
Then go to the power MailChimp App.
Then click on the power MailChimp App and enter into the app.
After successfully entering the app then start the configuration.
1 Step- Configuring Power MailChimp
After you have imported the Power MailChimp solution, open the Power MailChimp configuration page by navigating to advanced settings–>settings–>solutions–>Power MailChimp.
Authenticating Power MailChimp
Configuring Power MailChimp using a server-to-server authentication
Please check this blog for instructions on how to set up the server-to-server authentication. Then, navigate to the Power MailChimp configuration page authentication tab, and select (server-to-server) as your authentication method. Add your App ID, App Secret, and Tenant ID, and click on {save}.
Find the API Key from Mailchimp Account for Integration.
Step to Create a new API key
After filling all required information, click the “SAVE” button and after that, click on the “Test Credentials” button.
Successfully integrated Mail Chimp with Dynamics 365 and it’s ready to use.