Mail Chimp Interface Tab

The Mail Chimp Interface tab is found under the Interfaces Navigator. It consists of two sub tabs:

Lists & Contacts

The left side of the Lists sub tab displays a list of all of the email lists at Mail Chimp that are associated with your Mail Chimp account. If you click on one of the lists, you can see all of the names and email addresses that are part of that list. From this tab you can create new lists, add names and email addresses to existing lists and delete lists.

There are five buttons on this tab:

  1. New - create a new list name. This creates an empty list at Mail Chimp.
  2. Send Local List - use one of your ExceedFurther lists to create a new list at Mail Chimp or add names and email addresses to an existing list. To send a list of names and email addresses from ExceedFurther to Mail Chimp do the following:
    1. a. Using one of the Quick Lists from the People and Orgs navigator, create a list of names and email addresses.
    2. b. Open the Mail Chimp Interface tab and log in to Mail Chimp.
    3. c. Click on the Send Local List button.
    4. d. Select the list you just created from the list of lists on the left.
    5. e. The names in the list display on the right.
    6. f. Verify that the names are the ones you wish to use.
    7. g. Click on Save.
    8. h. If you wish to create a new list at Mail Chiimp, select Create New List and type in a name for your list.
    9. i. If you wish to add these names to an existing list at Mail Chimp, click on Add to an Existing List and select the list from the drop down.
    10. j. Click on Save.
  3. Edit - edits the name of a list at Constant Contact. Select the list first and then click on Edit.
  4. Delete - deletes the selected list from Constant Contact. Select the list first and then click on Delete.
  5. Add Email Tag - this allows you to select a group of contact names and add an ExceedFurther mailing tag to each one.
  6. Do Not Email- this allows you to select a group of contact names and email addresses and mark them as Do Not Email in ExceedFurther. Note that you can choose to either mark the email address itself or the entire household or organization.

Responses

When you send an email to a list of contacts through Mail Chimp, Mail Chimp keeps track of the results. You may wish to update your records in ExceedFurther based on these responses.

The Responses tab shows a list of your Mail Chimp Campaigns. A Campaign is a mailing defined through Mail Chimp.

Note: only 10 campaigns are downloaded at a time. Use the Get Next 10 Records to see the next 10 campaigns.

For each Campaign in the list, you can see how the recipients responded to the mailing. For each response, you can see a count of recipients. By clicking on the count, you can open a new window that displays a list of contacts and allows you to update your ExceedFurther records as follows:

  1. Bounces - these are the contacts where the email bounced. For these contacts you can do the following:
    1. Edit - make changes to a contact name or email on the Mail Chimp list. Note that this does not update the name and email in ExceedFurther.
    2. Opt Out - mark the name as Opt Out for all email through Mail Chimp.
    3. Add Email Tag - add an ExceedFurther mailing tag to the selected emails.
    4. Do Not Email - select a group of contact names and email addresses and mark them as Do Not Email in ExceedFurther. Note that you can choose to either mark the email address itself or the entire household or organization.
  2. Clicks - these are contacts who clicked on the email but did not open it. For these contacts you can do the following:
    1. Add Email Tag - add an ExceedFurther mailing tag to the selected emails.
    2. Do Not Email - select a group of contact names and email addresses and mark them as Do Not Email in ExceedFurther. Note that you can choose to either mark the email address itself or the entire household or organization.
  3. Forwards - these are the contacts who forwarded the email. For these contacts you can do the following:
    1. Add Email Tag - add an ExceedFurther mailing tag to the selected emails.
    2. Do Not Email - select a group of contact names and email addresses and mark them as Do Not Email in ExceedFurther. Note that you can choose to either mark the email address itself or the entire household or organization.
  4. Opens - these are the contacts who opened the email. For these contacts you can do the following:
    1. Add Email Tag - add an ExceedFurther mailing tag to the selected emails.
    2. Do Not Email - select a group of contact names and email addresses and mark them as Do Not Email in ExceedFurther. Note that you can choose to either mark the email address itself or the entire household or organization.
  5. Sends - these are the contacts to whom the mailing was sent. For these contacts you can do the following:
    1. Add Email Tag - add an ExceedFurther mailing tag to the selected emails.
    2. Do Not Email - select a group of contact names and email addresses and mark them as Do Not Email in ExceedFurther. Note that you can choose to either mark the email address itself or the entire household or organization.
  6. Unsubscribes - these are the contacts who unsubscribed to the email. For these contacts you can do the following:
    1. Opt Out - mark the name as Opt Out for all email through Mail Chimp.
    2. Add Email Tag - add an ExceedFurther mailing tag to the selected emails.
    3. Do Not Email - select a group of contact names and email addresses and mark them as Do Not Email in ExceedFurther. Note that you can choose to either mark the email address itself or the entire household or organization.