March 6, 2019 * Fiona at 11:22 am


Mailchimp and SapphireOne power together in marketing

Mailchimp and SapphireOne powering together for marketing

Email marketing is an effective way to keep your customers informed. It helps you stay connected with prospects and customers by delivering targeted content messages. Marketers look at developing personalised digital campaigns while staying on budget. SapphireOne has partnered with Mailchimp so clients can start combining the two. 

Mailchimp is the world’s largest marketing automation platform. It helps you design email newsletters, share them on social networks, integrate with services you already use, and track your results. Millions of people and businesses use Mailchimp to send 1 billion emails every day. They provide a marketing platform which works around the clock helping you find your people, grow your business, and get smarter as you go. Small businesses to large e-commerce retailers need an experienced marketing automation provider that can scale with them. Find your audience, engage customers, and build your brand with Mailchimp.

How Mailchimp and SapphireOne integration works

SapphireOne has seamlessly integrated with Mailchimp to ensure updated information is exchanged between the applications. Keep in touch with your contacts in SapphireOne by creating engaging, brand building messages through email, e-commerce and social interactions in Mailchimp. 

Don’t have a Mailchimp account- it’s easy to set one up and start emailing today. For more information…create account in Mailchimp.

SapphireOne has inbuilt features with every contact having a marketing section located above the notes. On the right-hand side there is a “Create Member in Mailchimp” button. Once you have consent from your contact you can add them into the different lists in your Mailchimp account. It’s as easy as a click of the button. 

Afterwards all Mailchimp marketing activities will be recorded and logged directly into your SapphireOne contact. The last 3 campaigns will be displayed in your contact card under Marketing for quick reference. For the rest, click on the green box next to the Mailchimp button to see all communications. Hence you have a record of interactions that can be further segmented for interests etc. 

Subscription management of your contacts is handled by Mailchimp and their rules relating to permission. Please ensure current contacts in SapphireOne are happy to receive digital communications from you.

Getting started is easy

In Mailchimp:

  • Create your own Mailchimp account OR
  • Log into your existing one
  • Retrieve the API key from Mailchimp located under Accounts, Extras

In SapphireOne Windows OS:

  • Go to Utilities Mode
  • In the left navigator, select Controls then Master Defaults
  • Return back to Utilities Mode and underneath in Page drop down menu, select API
  • In the API Settings Demo screen, go to Mailchimp on the bottom right
  • Insert your Mailchimp API key 
  • Green tick to save and exit

In SapphireOne MAC OS:

  • Go to Utilities Mode
  • Select Controls in the top tool bar then Master Defaults
  • Return back to Utilities Mode and underneath in Page drop down menu, select API
  • In the API Settings Demo screen, go to Mailchimp on the bottom right
  • Insert your Mailchimp API key 
  • Green tick to save and exit.

More information on Mailchimp partnership.

SapphireOne and Mailchimp- powering together to get your marketing moving.

For more information regarding improvements and features within the latest release of SapphireOne ERP, CRM software and Business Accounting Application please contact our office on (02) 8362 4500 or request a demo.

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