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Mailchimp & Exact Online integration: How to get started!

Written by Erik Ledeboer on . Posted in Exact Online

MailChimp and Exact Online: two state-of-the-art cloud solutions that help you grow your business. Separately, they’re highly effective and save you money. Together, they’re even more powerful.

Take advantage of the fact that they’re designed to work with one another. Use them together to gain highly effective control over communication with the people who matter – your customers.

Here’s how to get started.

First things first You’ll need a subscription to both packages of course. If you’re not already enjoying the benefits, subscribe to Exact Online here and to MailChimp here.

Next, connect MailChimp and Exact Online

To connect MailChimp to Exact Online for the first time:

  • login to My Exact Online
  • click on the privacy control tab
  • enable MailChimp by completing your MailChimp credentials.
Connect Mailchimp with Exact Online

Connect Mailchimp with Exact Online

 

 

 

 

 

 

Next, create a MailChimp list from your existing Exact Online contacts

  • create an empty list in MailChimp
  • go to your Exact Online marketing list
  • select the empty MailChimp list (use the magnifier, and click ‘Update’)
  • that’s it!

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Customers opting out of receiving marketing emails

If one of your contacts unsubscribes from a MailChimp list (using the link in the email) Exact Online automatically updates the subscription status in the linked Exact Online marketing list. You can also update the list manually by finding the marketing list entry in Exact Online and clicking the ‘Update list’ link.

Help with running your campaigns

Both MailChimp and Exact Online give you practical help to run your campaigns.

In MailChimp the ‘campaign’ function is focused on email marketing. In Exact Online the ‘campaign’ function allows you to manage campaign content and handle follow-up (as a campaign can be much more than just sending emails). For example, it’s possible to create multiple tasks – such as follow-up calls – with just a few clicks.

Linking your Exact Online campaign to a campaign in MailChimp is possible via the create campaign link on the campaign card in Exact Online.

Learn more!

Check out our demo video– it shows you how Exact Online and MailChimp together can make your marketing more effective.

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About Exact Online Exact Online: all your accounting, CRM, logistics, project management and manufacturing control in one tightly integrated package.

The CRM module in Exact Online allows you to easily and speedily create marketing contact lists based on sales history as well as a wide variety of other classification options. The contact lists can be automatically input to MailChimp, entirely eliminating unwanted double entries and all the other manual keying errors that show your business in a poor light.

If you’re not already enjoying the benefits of Exact Online, check out the many ways it can help your business grow.

About MailChimp MailChimp: online email marketing solution that manages your contacts, sends emails and tracks results, with more than six million users across the world.

People use MailChimp to create, send, and track email newsletters; to create signup forms that match your brand’s look and feel; to send customers product updates, event invitations, announcements and editorial content; to improve marketing campaigns and learn more about customers. And it’s completely free to use for lists of up to 2,000 subscribers.

If you’re not already enjoying the benefits of MailChimp, check out the many ways it can help your business grow.

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