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Send an Email Campaign with MailChimp in CRM 2011

Post Author: Joe D365 |

Did you know you can use Mailchimp in CRM 2011? Sending a bulk email campaign from CRM using existing marketing lists and the PowerMailChimp add-on is easy and quick.

  1. Build a marketing list or open an existing CRM marketing list and associate it to a MailChimp list.
  2. Create a new PowerMailChimp blast inside CRM:
    1. Enter a Name, Subject, From Name, Reply to e-mail and associate it to a CRM Campaign if you wish.
    2. Select a marketing list to send the email to.
    3. Set your advanced tracking options.
    4. Choose a MailChimp template to use in the blast
  3. Now, choose to send a test of the email blast, send the test now or schedule the delivery.

Yes, it's that easy!

Don't have PowerMailChimp? Interested in a free 30 day trial? Visit the PowerMailChimp website for more information.

Happy CRM'ing!

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

4 comments on “Send an Email Campaign with MailChimp in CRM 2011”

  1. I installed Power Mailchimp on my Dynamics CRM 2011 web application. I am trying to send the first email blast. However, the Send Test and Send Now are showing as disabled buttons.I have created a campaign and add marketing list to it. What am I missing as step?

  2. I want to be respectful of people who unsubscribe to my newsletter, if they unsubscribe through MailChimp, how does this info get back into the CRM, where is it stored, and how do I know that I am not inadvertently keeping that person on a distribution list?

    1. Hi Danielle,
      When you use the PowerMailChimp add-on for Microsoft Dynamics
      CRM, contacts or leads who unsubscribe from your MailChimp campaigns will be
      marked as “Do Not Allow Bulk Email” in their CRM records. You can then set up
      your marketing list queries to only pull in leads/contacts who have the “Bulk
      Email” radio button set to “allow” in CRM. That will ensure that you do not
      send bulk emails to these people again. Also, if someone is marked as
      unsubscribed in your MailChimp account, or as “Do now allow bulk email” in your
      CRM, they will no longer receive bulk emails, even if they are still in your
      CRM marketing lists.

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