MailChimp Customer Journey Activity Syncing
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Marketing4Dynamics enables Dynamics 365 CRM users to efficiently track and monitor activities from both automated and regular email campaigns within Dynamics 365 CRM. MailChimp Customer Journey (Activity syncing) helps maintain a comprehensive record of customer interactions, providing valuable insights into engagement and campaign performance.
Understand Mailchimp Customer Journey with an example.
A marketing team wants to improve their email campaigns by understanding how customers are engaging in real time. They set up a series of automated emails in Mailchimp that are sent based on what each customer does, like opening an email or clicking a link.
Now they can track these customer actions directly in Dynamics 365 CRM using this feature. This helps them adjust their emails, target the right people, and see what’s working, all without switching between tools. It saves time and helps them get better results from their campaigns. Let’s explore how to capture and track email activities generated through Mailchimp Customer Journeys within Dynamics 365 CRM.
Navigate to “All Journeys” under the “Automations” section.
Here, you can see the campaign status and overall performance.
Syncing Automation Email Campaign Data in Dynamics 365 CRM
To fetch the latest campaign details in Dynamics 365 CRM:
Navigate to Setup entity in Marketing4Dynamics.
Click on Manage inside Sync Campaigns.
Here, you can view all regular and automated emails that have been sent through Mailchimp.
Campaign Type: For the customer journey insights e-mail campaigns, the Campaign type will be set by default to “Automation-Email,” whereas for normal email/campaigns, it will be set as “Regular Email.”
Regular Email: It allows you to design and customize your email content, then choose to send it immediately or schedule it for later. This email type can be synced for up to 365 days.
Automated Email: Triggered by specific dates, events, or subscriber activities, automated emails help streamline marketing efforts. Use Customer Journey emails to apply tags, send targeted messages, and automate key tasks. Create a custom journey from scratch or choose from a variety of pre-built templates. By default, automated emails sync for 9,999 days, but you can change it to anywhere between 1 to 9,999.
Viewing Automation Email Campaign Statistics
To analyze the campaign performance in Dynamics 365 CRM:
Navigate to the Campaign entity in Marketing4Dynamics.
Open the specific email campaign. (For example, Reminder Mail).
Go to Summary Tab: Updated recipients and respective latest activities will get synced here as per Mailchimp.
Open Statistics: Here, you will see a graphical representation of email performance, including open rates, Click-through rates, unsubscribes, etc.
For Single Mail:
If you want to stop syncing activities for a specific automation campaign, follow these steps:
Go to the "Campaign" entity in Marketing4Dynamics.
Open the campaign you want to stop synchronizing the email activities from Mailchimp.
Click on the "Marketing4Dynamics" button on the ribbon bar inside the synced campaign form.
Select "Stop Sync" to stop the synchronization of activities of the particular campaign.
For Multiple Mails:
If you want to stop syncing activities for multiple campaigns at a time, follow these steps:
Go to the Home grid of Campaign Entity.
Choose the campaign emails for which you want to stop the activity syncing.
Click on the “Stop Sync” button.
When you click "Stop Sync," the Sync Status field will update to "Paused," and campaign activities will no longer sync to Dynamics 365 CRM from Mailchimp.
