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how to setup mailchimp

Getting Started with Mailchimp – Overview and Integration

By Abhishek Singh / September 21, 2021

October 12, 2021
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:

  1. Premium
  1. Standard
  1. Essentials

Additional plan Free Just for Trail

Also, read: Guide to salesforce Email Alerts for maximum sales

Power-Mailchimp:

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.

Power-Mailchimp Price: $2 Per User, per month.

Also, read: What is Email marketing? Its importance and Automation Software

Mailchimp Integration with Dynamics 365

Mailchimp integration with Dynamics 365 with help of power-Mailchimp

Following are the steps:

  1. Click Here to download the latest power-Mailchimp solution from power Object or you can go directly with URL https://powerobjects.com/powerpack-add-ons/
  1. Second way go with URL for power Mailchimp solution. https://powerobjects.com/powerpacks/powermailchimp/

After successfully downloading the solution.

  1. Then Import the solution into the Dynamics 365 environment.

After successfully import the solution in Dynamics 365.

  1. Then go to the power MailChimp App.

Then click on the power MailChimp App and enter into the app.

  1. 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.

[sc name="Email Marketing"] [add_newsletter] [add_related_page_diff_contents blog_cat = "dynamics"]

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:

  1. Premium
  1. Standard
  1. Essentials

Additional plan Free Just for Trail

Also, read: Guide to salesforce Email Alerts for maximum sales

Power-Mailchimp:

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.

Power-Mailchimp Price: $2 Per User, per month.

Also, read: What is Email marketing? Its importance and Automation Software

Mailchimp Integration with Dynamics 365

Mailchimp integration with Dynamics 365 with help of power-Mailchimp

Following are the steps:

  1. Click Here to download the latest power-Mailchimp solution from power Object or you can go directly with URL https://powerobjects.com/powerpack-add-ons/
  1. Second way go with URL for power Mailchimp solution. https://powerobjects.com/powerpacks/powermailchimp/

After successfully downloading the solution.

  1. Then Import the solution into the Dynamics 365 environment.

After successfully import the solution in Dynamics 365.

  1. Then go to the power MailChimp App.

Then click on the power MailChimp App and enter into the app.

  1. 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.

Email Automation Software Implementation

Do you need help in email marketing automation? Get in touch with us! We are leading expert in Salesforce Marekting cloud implementation.



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