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Status Shipped
Categories CRM App
Created by Guest
Created on Sep 24, 2020

Upload Account Manager to Mailchimp with Contacts

A customer would find it useful to upload the account manager to Mailchimp with the contacts that get uploaded. This can be useful when sending e-shots from certain account managers.

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  • Guest
    Reply
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    May 11, 2023

    Hi Andrew,

    This is great news. I can see from my most recent campaign that the Account manager field is now included in the export .csv data but they are not populated. I've checked a few contacts in mailchimpm and while account manager field is there it doesn't seem to be syncing with CRM yet. Do I need to do anything?

    Thanks

    Lisa

    2 replies
  • Admin
    Andrew Ardron
    Reply
    |
    May 9, 2023

    This feature has been released as part of v104 which is being rolled out to customers now. You shouldnt need to do anything or change your configuration, the next sync (after your CRM updates to v104) will add two new fields to your mailchimp configuration and start sync'ing these two fields.

  • Admin
    Andrew Ardron
    Reply
    |
    Mar 30, 2023

    We're planning to auto-sync the account managers name, and the account managers email address from the CRM into a couple of Mailchimp custom fields. That should allow you to use them as filters (to create campaigns) or as merge fields within your email content

  • +16
1 MERGED

Adding tags to emails that will carry over as a tag in Mailchimp / Sync account manager to mailchimp

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My Mailchimp audiences are organized by tagged account manager. Right now I have to manually go in to Mailchimp and tag the account manager. It would be nice when an account manager enters a new contact email, they are automatically tagged with th...
Guest almost 2 years ago in Mailchimp 0 Shipped
7 MERGED

Add Account Manger as a synchronised field in Mailchimp.

Merged
When I export a report from Mailchimp to see who has opened/clicked through on mailers, I also see synced CRM data such as CRM Contact Role, CRM Company Name, CRM Industry, CRM RFM Segment. I woiuld like to add CRM Account Manager to that data. Th...
Guest almost 2 years ago in Mailchimp 0 Shipped