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MailChimp & Exsalerate

Send contacts to MailChimp & monitor campaign performance

George Hampton avatar
Written by George Hampton
Updated over a week ago

Okay once you have integrated MailChimp & Exsalerate you create an audience in MailChimp to send Exsalerate contacts to.

Create A Mailchimp Audience:

To create an audience in Mailchimp you need to be an admin of the account

Go to the manage audience dropdown and click view audience

Click create audience

Here you create an audience in Mail Chimp in order to send contacts from your Exsalerate account

The audience ABE conference attendees is ready to send contacts to

Sending Exsalerate contacts to Mailchimp

Now go to email campaigns via the settings menu in Exsalerate

Choose the Mailchimp campaigns - ABE Conference attendees

Now you can send contacts over to this mail chimp audience based on the filters you apply to your Exsalerate customer database

In this example, I'm going to send a campaign to ABE Conference attendees, which are loaded into Exsalerate within the phase new lead

Once you've applied all the filters click 'View Contacts for Export'

Exsalerate reveals contacts that meet the filter requirements (including customers that are already on a MailChimp List if it is pre-existing).

Customers that already exist in a list will be removed by MailChimp so there's no duplication. 

Click Send to MailChimp List and all the contacts will be pushed to MailChimp. 

Campaign Summary

Once you've sent a Campaign you can view key statistics regarding performance, such as the number of emails sent, opens, unsubscribes, soft bounces, and invalid email addresses. 

To view who has opened the campaign click the 'Sent' value. 

Exsalerate will automatically create an email campaign activity against the Contacts Company profile and show Who at the organization opened your campaign.

In the example below I can see that Sam & Simon opened my campaign.

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