MailChimp Module 1.3 for vTigerCRM 5.3/5.4

published on Tuesday, 14 August 2012 12:16
  1. MailChimp Module for vTiger CRM version 5.3 allows a full synchronisation between vTiger CRM and MailChimp Email Marketing software. MailChimp module uses the MailChimp API to synchronise contacts with vTiger CRM.

Features & Benefits

  • Synchronise Contacts in MailChimp Lists with MailChimp Campaigns in vTigers to keep one store of information
  • Synchronise subscription and unsubscribe requests to your lists and keep you covered under the data protection act
  • Allows using MailChimp as the email marketing software for newsletters and vTiger as the store of contacts

New in Version 1.3

  • In addition to Contacts and Organizations, you can now add your Leads too

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  • All the Mailchimp Campaigns that you create in Vtiger will be synchronised to one list only on Mailchimp but separated in different groups, so no extras fees with Mailchimp 
 
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vtiger test list     
 
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How to Install & Setup?

Installation of MailChimp module is same as any other vTiger module.

  1. Download the file from left side (You will have to login (at the top of the page) or register to see the download link).
  2. Go to Settings > Module Manager
  3. Click Custom Modules and Click "Import New"
  4. Click "Browse" and give the location of the file that you downloaded
  5. Click "Import" and then on the next screen select "Yes"

This will install the module in the marketing menu of vTiger CRM. You can access it by going to Marketing > MailChimp. In order to use it you need an "API key" and a "MailChimp List ID" from MailChimp for your account.

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1. API key

  1. Log in to your account on MailChimp and click Account > API Keys & Info and Click "Add a Key".

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B.  Copy the Key and go to your vTiger and click Settings > Module Manager.

C.  Click on Custom Modules and click MailChimp Settings (Hammer sign in front of MailChimp Module)

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D.  Click on the MailChimp Settings icon and paste the API Key

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2. MailChimp List ID
  1. Log in to your account on MailChimp and click Lists > Settings > List Settings and Unique ID

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B.  Copy the "Unique Id For List VTiger Test List" which is in the bottom of the page and paste it in the field provided then Save

Notes

  1. Changing the email address of the contact in vTiger will create a new contact in vTiger and MailChimp after the synchronisation.