MailChimp Integration

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Our integration with MailChimp lets you export leads or people from Copper to your MailChimp email campaigns. This integration is great for your marketing campaign needs.

Watch this video for a quick overview:

In this module, we'll tackle the following:

Understand the MailChimp integration

Define your workflow

Set up the MailChimp integration

Export contacts from Copper to a MailChimp audience

Remove Copper contacts from MailChimp

Understand the MailChimp integration 

Our integration with MailChimp lets you export Copper contacts to a MailChimp audience. An audience in MailChimp is a group of contacts you can email in bulk. 
 
We do have a native bulk send feature in Copper, but our MailChimp integration takes this capability further in the following ways:

Define your workflow

To decide if MailChimp is right for you, answer the following questions:
  1. Do you want to send marketing email campaigns or sales email campaigns? MailChimp is great for marketing campaigns. If you instead want to do a sales nurture campaign, check out our PersistIQ integration.
  2. How much of your time or your team's time is spent sending bulk emails? If you spend a significant amount of time on this, it might be great to use MailChimp's automations
  3. Do you need to share files beyond Google Drive links with your contacts? MailChimp's file sharing option will help you out.
  4. Do you want to report on the success of your email campaigns, including clicks, opens, subscribers' social activity, e-commerce data, and more? MailChimp's reporting tools can highlight these trends.
  5. Do you need to give your users the option to unsubscribe? MailChimp emails have this option; bulk send emails from Copper do not. 

Set up the MailChimp integration

  1. Create a MailChimp account
  2. Sign into your MailChimp account, and click your name in the upper right.
  3. Select 'Account' from the drop-down menu: MC1.png
  4. Click the 'Extras' in-page drop-down menu, and select 'API Keys': MC2.png
  5. Scroll down to the 'Your API Keys' box,' and click the option to 'Create a Key': MC4.png
  6. Copy the API key that's generated: MC5.png
  7. Sign into your Copper account, and click 'Settings' from the left-hand menu.
  8. Click 'Integrations' from the 'Customize Copper' section.
  9. Click the 'Connect' button to the right of the MailChimp listing: Screen_Shot_2019-08-22_at_2_13_48_PM.png
  10. Paste the API Key you generated in your MailChimp account into the pop-up box that appears here in your Copper Account, then click 'Enable': Screen_Shot_2019-08-22_at_2.50.24_PM.png
  11. Now you should see a 'Disconnect' button to the right of the MailChimp listing, which confirms you're all set to use the integration:
     Screen_Shot_2019-08-22_at_2.50.48_PM.png

Export contacts from Copper to a MailChimp audience

  1. Note: You must first create your audiences in MailChimp.
  2. Sign into your Copper account, and select 'Leads' or 'People' from the left-hand menu.
  3. Check the box at the top of the page to select all leads or people in the page. As an alternative, you can individually check boxes next to the people you'd like to add.
  4. Click the three vertical lines above the list of leads or people, and select 'Add to MailChimp': Screen_Shot_2019-08-22_at_2_52_37_PM.png
  5. In the box that appears, check a box for each audience you'd like to send your leads or people to, and click 'Subscribe': Screen_Shot_2019-08-22_at_3.00.16_PM.png
  6. When you return to the lead or person record you just added to your MailChimp audience, you'll see a 'MailChimp' section in the 'Related' section of the profile. You'll see a button to view this in MailChimp: Screen_Shot_2019-08-22_at_3_01_26_PM.png

Remove a Copper contact from MailChimp

  1. Sign into your Copper account, and select 'Leads' or 'People' from the left-hand menu.
  2. Check the box to the left of the record you want to remove. 
  3. Click the three vertical lines above the list of records, and choose 'Remove from MailChimp' from the drop-down menu: Screen_Shot_2019-08-22_at_3_03_42_PM.png
  4. To confirm you were successful, click the lead or person's name from the list on the lead or person home page, then check the 'MailChimp' section of their profile on the left-hand side. You should no longer see the MailChimp audience or campaign you removed them from.

If this is confusing, please view our video on how to connect MailChimp.

Enhancing your MailChimp experience

Now that your MailChimp integration is set up, you may want to advance its capabilities. Check out our MailChimp Advanced Automation, which lets you sync Contact activity with MailChimp campaigns and record them into the Copper activity Feed.

Still have questions?

Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.

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