Mailchimp fetching information

[emillod]

Hello guys
i want to ask is that possible to use mailchimp extension, send campaigns throughmailchimp website(not espocrm) and fetch information to EspoCRM about activity specific receivers?

[Maximus]

Hi,
Yes, this is actually how it works.
You create an EspoCRM Campaign (w/o Mass emails) and sync it with a MailChimp Campaign. After MailChimp sent its mass emails it is going to collect the report information about delivery, open emails, opted-out emails, bounced emails, clicked links, etc.
All this information comes back to EspoCRM and you can see it on the right-sideStatistics panel in the Campaign and in the Campaign log. The statistic information is fetching by the MailChimp Sync Job.

[emillod]

Maximus thank you very much for explaination! It wasn't clear for me, even after i read description of mailchimp extension.

Can you tell me one more thing?
Let's assume that i've already have groups of receivers in Mailchimp and now i want to buy extension. How can i make sure that i'll receivers activity in EspoCRM? I need to sync contacts in some way?

[Maximus]

I didn't test this scenario. Obviously, MailChimp will sync its statistic to EspoCRM and you need to have some user/leads/contacts/accounts or any other entries with the corespondent email address. Really I didn't test what will happen if you don't have such email receiver in EspoCRM.
Feel free to register your own personal demo account and test how it works https://www.espocrm.com/cloud-registration/?plan=demo.

MailChimp integration can only sync statistic back to EspoCRM, not Audience. So you need to export the MailChimp audience in CSV, change the columns name in appropriate to Espo fields and Import it to Espo.

[emillod]

Oh, great! Thank you Maximus .
And i need to add espo id of contacts to espocrm? Or they will sync based on email address?

+ how campaign in espo will sync with campaign in mailchimp? Based on name? Where i should create campaign first? In EspoCRM? Or in mailchimp?

[Maximus]

> And i need to add espo id of contacts to espocrm? Or they will sync based on email address?

As far as I am aware of the email address is the main criteria for that. Also, you have to know when you sync a Target list from Espo to Mail Chimp Audience, it also merges with MailChimp:
1. Espo Entity Name (e.g. Lead, Contact, etc)
2. Espo Entity Id (an entry ID on the Espo side)
Please take a look at the screenshot below (an exported audience that was pushed from Espo to Mailchimp).

> how campaign in espo will sync with campaign in mailchimp? Based on name?

I believe by an ID.

> Where i should create campaign first? In EspoCRM? Or in mailchimp?

It doesn't matter. You can create it on MailChimp side first, then go to Espo and create a Campaign there and sync it at the same time.

[item]

Hello @Maximus,
Please, it's possible to make a "youtube video" on how-to ?
we have too Mailchimp integration and i am a little loosed
Of course, we have advancedPack too and Outlook (configuration is complicate with new version (mail, not calendar).. still searching to resolve) and SalesPack (easy)

[Maximus]

Hi item,
We have in plans to create and add more video tutorials in addition to these https://www.espocrm.com/video/.
Unfortunately, I don't have information when exactly it will be achieved.

[emillod]

Maximus thanks for all information. Is there a possibility to resync after 2-3 years target lists?

[Maximus]

Yes, it is possible.
But as far as I remember the record in an Audience that is not existing in the new Target List won't be removed from the Audience. It means that the recipient can only be added to the Audience upon sync process.
Also, the MailChimp Sync job that I mentioned above also syncs a Target List with an Audience.

[emillod]

Is that possible to make Mailchimp extension to fetch automatically campaigns from Mailchimp to EspoCRM?
Simply i don't want to make same campaign in EspoCRM manually.

[Maximus]

I don't know. It all depends on MailChimp API.

[emillod]

Maximus thank you. So it's not builted in functionality?

[emillod]

Last question, when mailchimp download data about target activity, it'll only fetch numbers to statistics panel in campaign? Or there will be information on contact page which emails he opened?

[Maximus]

MailChimp integration only fetches numbers to statistics panel in campaign.
It doesn't show any information on contact page which emails he opened.