Mailchimp Integration

Mailchimp Integration is an easy to use; powerful solution for synchronizing contact information between Maximizer and Mailchimp and for viewing Mailchimp campaign information within Maximizer.

When contacts are added to the selected list in Mailchimp; Maximizer Connect automatically replicates those contacts in Maximizer. You may also select Maximizer contacts to synchronize from Maximizer to MailChimp and be added to your selected Mailchimp list. Contact information is kept up to date by synchronizing changes to Maximizer fields and MailChimp contact information; such as first name and last name. Maximizer Connect also allows you to view MailChimp campaign activity information for your synchronized Maximizer contacts in the Mailchimp following tab in Maximizer.

Key features

Some of the key features of Maximizer Connect are listed below:

• Contacts added to the synchronized list in Mailchimp are automatically replicated in Maximizer as Individuals; unless the Company field in Maximizer is mapped to a custom field in MailChimp. In this case; a new Company/Contact relationship is established in Maximizer.
• Selected Individuals and Contacts in Maximizer are automatically replicated in MailChimp and are added to the synchronized Mailchimp list.
• Changes to synchronized entries are automatically updated via the two-way synchronization mechanism of Maximizer Connect.
• Custom field mappings may be set up to synchronize additional fields between Maximizer Address Book entries and Mailchimp contacts.
• Information about Mailchimp contact history and campaign activities is displayed in the MailChimp following tab in Maximizer for synchronized Maximizer entries.

Minimum System Requirements

The minimum system requirements for Maximizer Connect for use with Mailchimp are listed below.

• Maximizer CRM 2015 R2 or Maximizer CRM 2016
  Maximizer Connect requires at least Maximizer CRM 2015 R2 or Maximizer CRM 2016 Group or Enterprise Edition to be installed.
• Maximizer Components for Microsoft IIS
  Maximizer Web Access and the Maximizer.Web.Data service; which are included in the Maximizer Components for Microsoft IIS; must be installed.
• Mailchimp Account
  Maximizer Connect requires a Mailchimp account with at least one list set up in the account.
• Operating System
  Maximizer Connect requires Windows Server 2008 R2; 2012; or 2012 R2.

How Synchronization Works

Maximizer Connect for use with Mailchimp runs as a background service and cycles periodically to ensure that your contact information in Maximizer and Mailchimp is kept up to date.

Each time the service cycles; it compares the entries in the synchronized Mailchimp list with their corresponding entries in Maximizer to determine if any entries have changed since the last synchronization cycle. If any changes have been made or if any new entries have been added; Maximizer Connect updates the corresponding entries to keep both sides in sync.

Supported Features

• Two-way synchronization of contact information between Maximizer CRM and Mailchimp
• Visibility into marketing campaign statistics; including successful deliveries; opens; clicks and bounces from within Maximizer CRM
• Mapping of custom contact fields between Maximizer CRM and Mailchimp for enhanced personalization
• Customizable sync timeframe and closed loop reporting; to see which campaigns generated new customers

Additional Information

• On-Premise Support: Maximizer CRM 2017 R2 and above
• CRM Live Support: Yes
• Availability: CAN & UK Data Centers

Design Overview

The purpose of this document is to describe how the Maximizer / Mailchimp integration works and some of the scenarios that you should be aware of when using this connector.

Matching Criteria

In order to identify that one contact in Mailchimp is the same person in Maximizer (and vice versa); we use the following fields:

Preconditions

For a Maximizer contact or individual to be synchronized to Mailchimp; “Sync with Mailchimp” must be set to “Yes” in Maximizer.

In addition; there must be an email filled into the Address Book Entry. The email must not be duplicated with another Address Book entry that is already linked to a Mailchimp record. (If email is duplicated; since we cannot have 2 AB Entry linked to the same Mailchimp record; the “Sync with MailChimp” field of the entry may get set to “No” by the sync service.)

Synchronization Logic

Synchronizing records between Maximizer and Mailchimp is based on a cycle that runs once every fixed period to check changes on both sides and perform updates as necessary. The sync frequency can be set to 1 ;2 ;4; 8; 12; 24 hours in the Mailchimp Integration settings dialog.