Track marketing campaigns in Capsule with Mailchimp

Jo White posted in Sales, Product March 19, 2019

When you don’t have a huge budget, you can find yourself doing a lot of data entry to keep your CRM up to date. Especially when it comes to managing your email and subscriber lists.

We didn’t think that was fair, so we looked at the most popular marketing email platform, Mailchimp, and built a beautiful integration with Capsule for all our plans, including free.

Free integration with Mailchimp

It’s possible on the free Capsule plan to integrate with Mailchimp in a very simple yet effective way. This is great if you’re a small business as you can have two leading pieces of software that talk to each other and keep each other updated automatically, for free.

The exciting bit (if you get excited by this kind of thing) is what happens when you add a Capsule contact to a Mailchimp list that’s already unsubscribed from an email campaign:

  • They won’t be added to the Mailchimp list
  • The contact is tagged with ‘Mailchimp unsubscribe’ in Capsule.

So you’re safe in the knowledge that if a contact unsubscribes from a Mailchimp campaign you’ll know about it in Capsule. This is perfect for anyone starting out with free versions of both software.

Track open rates in your CRM

It’s one thing knowing if someone has unsubscribed but it’s amazing when your CRM tells you what they’ve opened and clicked too. That’s what we offer on all our plans, even free.

Every few hours, Mailchimp talks to Capsule and adds a note to the contact’s details with the relevant stats for each traditional email campaign.

  • Opened
  • Clicked
  • Purchased

The best bit is that Mailchimp batches the information so you’ll only have one note for each email campaign rather than one note for every action (we’ve seen that before and it gets very confusing).

More Mailchimp alerts in your CRM

If that’s not enough, we have a further integration for those on our paid plans.

Once you’ve connected Capsule to your Mailchimp lists, when a new person subscribes to a list, a new contact is created in Capsule automatically along with a task to remind you they’ve been added.

If a subscriber updates their details, you find out in Capsule straight away:

  • a note is added to the subscriber’s contact details
  • a task is created to remind you there’s been a change
  • a tag is added to the contact to describe the change e.g. ‘mailchimp unsubscribed’ or ‘mailchimp invalid’.

So you really can’t miss any subscriber changes.

If you decide to add 100 new contacts from Capsule to a Mailchimp list, don’t worry you won’t get 100 new notes and tasks. We only update changes in Capsule that are made by the subscriber.

So there you go, that’s how we link Capsule to Mailchimp, nice isn’t it? If you’re interested in connecting the two, here’s our guide or you can email us at support@capsulecrm.com

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