Mail Chimp Integration with vtiger crm5.2.1
Mail chimp Integration with vtiger CRM5.2.1
Download the Mail chimp modulev101 from the below link http://www.targetintegration.com/downloads.html First you have to create Account in www.targetintegration.com
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Mail Chimp Integration with vtiger crm5.2.1
Then you will get the following window
After enter the values in the above window click on “Register� Button, and then you will get Confirmation mail
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Mail Chimp Integration with vtiger crm5.2.1
After confirm your mail account, you can login by using login credentials
After enter login credentials click on login Button, and then you will get the following window
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Mail Chimp Integration with vtiger crm5.2.1
Click on the “Mail Chimp module for vTiger5.2.1” and then you will get the following window
Click on “Mail Chimpv101.zip” then download it
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Mail Chimp Integration with vtiger crm5.2.1
Now go to vtiger CRM 5.2.1, if you don’t have vtiger CRM 5.2.1, then download from below link http://klavatec.blogspot.in/2011/05/download-vtiger-crm-software-521-free.html And then install and use it
Now go to Settings->Module Manager
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Mail Chimp Integration with vtiger crm5.2.1
Click on Module Manager, and then you will get the following window
Then click on “Custom Modules�, you will get the following window
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Mail Chimp Integration with vtiger crm5.2.1
Now click on the “Import New” Button then you will get the following window
Now you have to Choose File whatever previously you have downloaded from www.targetintegration.com
Now click on “Import” Button then you will follow window for Confirmation to Continue
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Mail Chimp Integration with vtiger crm5.2.1
When you click on Yes then you will get following window
Now you have to click on “Finish” Button, and then you click on “More” Button
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Mail Chimp Integration with vtiger crm5.2.1
Then you will get the following window
Now you can observe the “Mail Chimp” module under “Marketing” Option
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Mail Chimp Integration with vtiger crm5.2.1
Click on the Mail Chimp module, it will bring you another window like below
Now you have to click on “Hammer Tool” to Configure “Mail Chimp”
After click on that tool, it will display the following window
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Mail Chimp Integration with vtiger crm5.2.1
Now you have to click on “Mail Chimp” Then you will get another page
Now you have enter the “Mail Chimp API” key in the above text box To get the API Key, Go to www.mailchimp.com
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Mail Chimp Integration with vtiger crm5.2.1
Click on “Sign up Free” Account to create an Account, and then you will get following page
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Mail Chimp Integration with vtiger crm5.2.1
Enter the required values and Click on “Create My Account� and then you will get Activation mail
Activate your account, and then open www.MailChimp.com
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Mail Chimp Integration with vtiger crm5.2.1
Enter the Login Credentials and Click on “Login” Button, and then you will get the following window
Now you need to get “API key”, so go to “Accounts” Menu Click on it,
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Mail Chimp Integration with vtiger crm5.2.1
Then you will get below POPUP
Now you have to click on “API Keys & Authorized Apps”, then you will get following window
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Mail Chimp Integration with vtiger crm5.2.1
Click on “API Key” then it’s generated, like above
Copy the key, and then go to vtiger Instance and then go “Mail chimp”
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Mail Chimp Integration with vtiger crm5.2.1
Click on “Hammer Tool� to Configure Mail chimp
Now
enter
Whatever you have copied API Key previously,
That u has to Copy in the above textbox like below
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Mail Chimp Integration with vtiger crm5.2.1
Go to Mail Chimp Website and then create a “Campaign” under “Lists”
Now you will get a following window
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Mail Chimp Integration with vtiger crm5.2.1
Now click on “Create List”, you will the window like below
Enter all details and then click on “Save”
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Mail Chimp Integration with vtiger crm5.2.1
After click on “Save” the Created Campaign look like below
Create an Email list in that “Sample Campaign”, and then click on “Add”
Then you will get the following window
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Mail Chimp Integration with vtiger crm5.2.1
Enter the details
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Mail Chimp Integration with vtiger crm5.2.1
Then click on “Subscribe”
Then you will get the Created member Profile Like this you have to create members
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Mail Chimp Integration with vtiger crm5.2.1
Now go to vtiger instance Go to Mail chimp->Click on “+” Icon
And create a Campaign using following window
Campaign Name is the same name as the Created in “Mail Chimp” List
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Mail Chimp Integration with vtiger crm5.2.1
After enter the details click on “Save” Button, and then you will get the following window
Now move the Cursor on “More Actions”
You can able to see the “Synchronize with Mail chimp” When you have to click on this option Mail chimp will be Synchronize with vtiger CRM
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Mail Chimp Integration with vtiger crm5.2.1
Again you will get the same window
To know the status of synchronization is successfully completed or not Go to “More Information”
Click on “Contacts” and then you can able to see the list whatever ever you have created in Mail chimp Account
This record is already created under lists in Mail Chimp Account
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Mail Chimp Integration with vtiger crm5.2.1
So after Synchronization that list in Mail chimp will come under Contacts in Mail Chimp of Vtiger CRM After Completion of Synchronization, Whatever Contact you are going to create under Mail Chimp ->Mail Chimp Name -> More Information ->Contacts Those Contacts will create automatically in Mail Chimp Account
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