Mailchimp Integration

The GoSmallBiz CRM is fully integrated with Mailchimp, making it easier than ever to plan, schedule, and personalize your email marketing campaigns. Track what time of day emails are opened or clicked, what links people click, and use reporting tools to measure individual user engagement. You can have up to 2,000 contacts and 12,000 total emails per month for free. There are also paid upgrades available, including larger email lists, unlimited email plans, and automation.

Create a Mailchimp Account

1. Hover your mouse over the “Mailchimp” button on your CRM main page. Click the “Create Account” link in the drop down menu, or click here.
2. Enter your information in each field and click the “Create My Account” button. Mailchimp will send an email to the address you provided with a link allowing you to verify and activate your account.
3. Activate your Mailchimp Account using the blue “Activate Account” button in the email message you received. Enter the Captcha, and click the button labeled “Confirm Signup.”
4. Enter the required information about yourself and your organization. If you plan to use the CRM to import contacts, set the option for “Do you have a list of emails to import into Mailchimp?” to “No”. Click the “Save and Get Started” button at the bottom of the page.

This will fully set up your account and take you to the Mailchimp Dashboard, allowing you to set up your first list and start sending email campaigns.

Create a Mailchimp List

In order to sync your CRM contacts to your Mailchimp account, you first need to set up a list to subscribe them to. Follow the steps below:

1. Click the button titled “Create a List.”
2. Enter the required information in the fields indicated and click on “Save.”
3. You will also need to set up an email campaign that will be sent to your list of CRM contacts. For guidance on how to set up a Mailchimp campaign, click here.

Associate Accounts

1. Hover your cursor over the “Mailchimp” tab and click on the “Associate with CRM” option.
2. Enter your Mailchimp account information created in the previous steps. This will associate your Mailchimp account with the GoSmallBiz CRM. Click “Log In.”
3. Click the button labeled “Choose Mailchimp List to Sync with CRM.”
4. Click the drop down menu to select the Mailchimp list you would like to use for your CRM Contacts. Once you subscribe your CRM contacts to Mailchimp, they will automatically be imported into the selected list.

Subscribing Contacts

You can subscribe your contacts to Mailchimp in bulk or individually within the contact details. To subscribe in bulk, follow the steps below:

1. Go to the “Contacts” tab and select the “Action” tab.
2. Check the boxes next to the contacts you wish to subscribe, or click on the “Select All Records” button to select all.
3. Click the “Mailchimp Subscribe” button to sync these contacts with Mailchimp.

Note: It can take up to 15 minutes for your contacts to appear in your Mailchimp list.

Opting out Contacts

To remove contacts from all active email campaigns, follow the steps below:

1. Go to the “Contacts” tab and select the “Action” tab.
2. Check the boxes next to the contacts you wish to remove, or click on the “Select All Records” button to select all.
3. Select the “Mailchimp Opt-Out” button. 

Note: This action does not remove your contacts from Mailchimp. They will remain in your Mailchimp account and will count against your account’s contact limit.

Unsubscribing Contacts

To remove your contacts entirely from Mailchimp, follow the steps below:

1. Go to the “Contacts” tab and select the “Action” tab.
2. Check the boxes next to the contacts you wish to remove, or click on the “Select All Records” button to select all.
3. Click the “Mailchimp Unsubscribe” button. 

Caution: Performing this action will permanently remove the selected contacts from your Mailchimp account. It will also reduce the number of contacts counted against your Mailchimp account’s contact limit.

Note: If you manually unsubscribe a contact from Mailchimp, it simply removes them from your Mailchimp account. They can be resubscribed with no issues. If, however, one of your contacts unsubscribes on their own, you cannot manually add them back to Mailchimp.