Sync Marketing List/Members

In previous section, we synced Mailchimp Audience to Dynamics 365 CRM and eventually synced Mailchimp Members to CRM Contacts/Leads.

In this section, we will sync Dynamics 365 CRM Marketing List to Mailchimp which will eventually sync CRM Contacts/Leads to Mailchimp.

Also, it will only sync those contacts/leads which were added to the Marketing List.

This is helpful when you want to plan and execute marketing activities through Mailchimp targeting the customers in Dynamics 365 CRM. You can create Marketing List in CRM with contacts/leads and then with a single click you can initiate the sync process for that Marketing List. Now, any new member added to this Marketing List will get automatically synced to Mailchimp. Also any updates made to any members of Marketing List will get automatically synced to Mailchimp.

For Example: You have imported a list of contacts to Dynamics 365 CRM of those who have attended the webinar or any promotional event. Now, you want to push those contacts to Mailchimp so that the Marketing team can send them further exclusive promotional campaigns. In this case, you can create a new Marketing List '2021 Event Attendees' in CRM and add all those contacts into it.

Now to sync this Marketing List to Mailchimp, follow the steps given below:

• Go to Settings -> Setup -> Sync Marketing List/Members --> Click on ‘Manage’.

• This will be redirected to Marketing List home grid.

• Or, directly go to Marketing4Dynamics App -> Marketing -> Marketing Lists.

• Click on '+ New' to create a new Marketing List.

• This will open up a Marketing4Dynamics Marketing List form.

• For Tags

• For Interests / Groups

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