Hover your mouse over the “MailChimp” button on your CRM main page. Click the “Create account” link in the dropdown menu, or click here.
Enter your information in each field and click the “Create My Account” button.
MailChimp will send an email to the address you provided with a link allowing you to verify and activate your account.
The message below will appear in your email’s Inbox. Activate your MailChimp Account using the blue “Activate Account” button.
Enter the Captcha, and click the button labeled “Confirm Signup.”
- Enter the required information about you and your organization.
- If you plan to use the CRM to import contacts, set the option for “Do you have a list of emails to import into MailChimp?” to “No.”
- Click the “Save and Get Started” button at the bottom of the page.
This will fully set up your account and take you to the MailChimp Dashboard, allowing you to set up your first list and start sending email campaigns.
Click the button titled “Create a List.”
This will allow your CRM to have a home in MailChimp when they are synced.
Click the button titled “Create List.”
Enter the required information in the fields indicated.
An empty list page will appear.
Here is a link to the Mailchimp guide for setting up campaigns. http://kb.mailchimp.com/campaigns/ways-to-build/getting-started-with-campaigns