PowerMailChimp User Guide - PowerObjects

USER GUIDE

PowerMailChimp

CRM 2013 | 2015

Contents

About PowerMailChimp Configuring PowerMailChimp Where can I find my MailChimp API Key? Security Roles Setting User Defaults Template Folders MailChimp Lists Navigating to PowerMailChimp Dynamics CRM Marketing Lists and MailChimp Groups Existing CRM Marketing Lists Creating a new CRM Marketing List PowerMailChimp Manual Syncing PowerMailChimp Synchronized MailChimp Sync Errors PowerMailChimp Merge Tags PowerMailChimp Blast Create a PowerMailChimp Blast General Tab Name From Name Subject Campaign Reply to email MailChimp Blast ID Associated Marketing List Tab Email Tracking and Advanced Tracking Track Opens

USER GUIDE | PowerMailChimp | 2013 | 2015

Track Clicks Add Google Analytics Tracking to all URLs Title for Google Analytics Track Plain Text Clicks Send to Twitter Authenticate Add eCommerce 360 Tracking on all URLs Post to Facebook Select MailChimp Template Editing Email Content Adding a PowerSurvey to a MailChimp Template Sending the PowerMailChimp Blast Send Test Send Now Schedule Delivery Jump to MailChimp Copying a PowerMailChimp Blast

Unsubscribes from MailChimp / CRM Viewing Statistics About PowerMailChimp Blast Statistics On Contact or Lead Record On PowerMailChimp Blast Record PowerMailChimp Blast Reports PowerMailChimp Dashboard Deleting a PowerMailChimp Blast Uninstalling PowerMailChimp

USER GUIDE | PowerMailChimp | 2013 | 2015

About PowerMailChimp

PowerMailChimp integrates the robust email template functionality of MailChimp with the customer relationship management power of Microsoft Dynamics CRM. PowerMailChimp allows you to send MailChimp email blasts right from CRM using your existing Dynamics CRM accounts, contacts, and leads. You will create your email templates within MailChimp, create your marketing lists in CRM, and track your results within Dynamics CRM so that you are managing your customer relationships in one central place. That's the power of Microsoft Dynamics CRM and PowerMailChimp!

Configuring PowerMailChimp

Once you have imported and registered the PowerMailChimp solution for your Microsoft Dynamics CRM system it will need to be configured. To configure PowerMailChimp navigate to to Settings > Solutions and double click on PowerMailChimp. Next, go to the MailChimp Configuration tab and add your MailChimp API key. Double click in the value column of the API Key and enter your MailChimp API key. The MarketingListSynchDuration field is set (by default) to 30. This means that if you send out a PowerMailChimp blast and the marketing list that is associated to the blast has not been synced in the past 30 minutes, the list will sync automatically, right before the MailChimp blast Id is created on the PowerMailChimp blast. If you'd like to change this value you can, but most users do not update that field. Click Save and then close the window.

Where can I find my MailChimp API Key?

Login to your MailChimp account, and click on the name of your account. Then click on Account Settings > Extras > API Keys:

USER GUIDE | PowerMailChimp | 2013 | 2015

If you do not have an API key click on "Create a Key." USER GUIDE | PowerMailChimp | 2013 | 2015

Once you have that key on your clipboard, paste it into the "value" column next to API Key in the Set-up Tab of the PowerMailChimp solution by using Ctrl + V.

Security Roles

After you import PowerMailChimp, you will notice four new security roles in your CRM. The PowerMailChimp Read-only user security role is meant to be assigned to any CRM user who would like to see the PowerMailChimp blasts and statistics, but won't have access to edit/update/delete the PowerMailChimprelated entities. The PowerMailChimp user security role will give users full access to the PowerMailChimp functionality, including sending out blasts, and anything else related to PowerMailChimp. The PowerMailChimp Service User security role should be assigned to the person whose CRM login information is entered in the configuration screen, if that user is not a system administrator. The PowerMailChimp Do not allow Send and Schedule Blast security role is meant to restrict users from being able to send a PowerMailChimp blast. They can create and save the blast, but not actually send it out. The System Administrators will automatically see PowerMailChimp in their left navigation.

USER GUIDE | PowerMailChimp | 2013 | 2015

Setting User Defaults

PowerMailChimp allows Administrators to restrict access to specific MailChimp template folders and MailChimp lists per CRM user. To limit which MailChimp template folders or lists a user has access to, simply navigate to the user record, change the user form to information and type in the name of the template folder and/or MailChimp list that the user should have access to (from the CRM side) in the PowerMailChimp section. If the user needs access to more than one template folder or MailChimp list, please enter each folder/list on its own line.

If there is nothing entered in these two fields on the user record the user will, by default, have access to all templates/template folders, and have privileges to sync to all MailChimp lists.

USER GUIDE | PowerMailChimp | 2013 | 2015

Template Folders

When creating your templates in MailChimp, you can choose to put the templates into folders, to help organize them. You can then choose to restrict access by CRM user, to which template folders the user can choose templates from when creating a PowerMailChimp blast inside of CRM.

MailChimp Lists

In MailChimp, it is best practice to have just one list that you will be syncing all of your CRM marketing lists to. However, if for any reason it makes sense for your company to have multiple lists in MailChimp, you can choose to restrict which MailChimp lists CRM users can sync their marketing lists to.

USER GUIDE | PowerMailChimp | 2013 | 2015

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