Before configuring the Maximizer Connect settings and starting the Maximizer Connect Windows Service for the first time; you must create some new user-defined fields in Maximizer that are used by Maximizer Connect during the synchronization process.
Maximizer Connect creates the required fields for you automatically the first time you open the Maximizer Connect Setup dialog in the Mailchimp following tab.
To create User-Defined Fields in Maximizer
To perform this procedure, you must have Insert permissions for User- defined field setup. |
If the required user-defined fields do not exist in your Address Book; the Mailchimp following tab will display an error message and allow you to create the fields automatically.
- In the Address Book page; select the Mailchimp following tab. An error message is displayed to indicate that the required user-defined fields do not exist.
- Click the Maximizer Connect Setup link.
The required user-defined fields are created automatically; and the Maximizer Connect Setup dialog opens.
Maximizer User-Defined Fields
All of the user-defined fields listed here must exist in order to use the Mailchimp following tab and for synchronization to complete without errors.
The user-defined fields in the Mailchimp folder should be available only for Individual and Contact Address Book entries; and not for Companies. |
Field Name | Type | Description |
Sync with MailChimp | Yes/No | If the value of this field is Yes then the Maximizer entry will be synchronized to Mailchimp. |
MailChimp ID | Alphanumeric | This field contains the Mailchimp ID of the contact and is used when matching Mailchimp contacts with their corresponding entries in Maximizer. Full access to this field should be restricted so as to prevent users from inadvertently changing the value of the field. It has a maximum length of 29 characters. |