Install and Configure Mailchimp Integration with BoldDesk
Mailchimp is a marketing tool that lets you handle communication with your clients through well-designed campaigns.
By connecting Mailchimp with BoldDesk, you can easily manage campaigns and mailing lists all in one place.
Key Features of the MailChimp Integration
- View all campaign details.
- Manage mailing list details.
- Unsubscribe audience members from BoldDesk.
- Add new subscribers to your MailChimp audience lists.
Check out this video tutorial for more details.
How to install and configure the MailChimp
To install the MailChimp app:
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Navigate to the Admin menu > Marketplace.
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Search for and select the MailChimp app.
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Click the ‘Install’ button to initiate the installation process.
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Follow the authorization process to the MailChimp website, where you should enter your MailChimp email ID and Password. Afterward, click on Log In.
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You will be asked to consent to installing our BoldDesk app in your MailChimp Account. Proceed by clicking the “Allow” button to grant permission.
Configuring MailChimp App Permissions and Access control with Target Modules
App permissions allow you to manage access to integrated applications within your organization. You can control who can read, modify, and use applications based on roles.
For detailed configuration steps, please refer to the following link:
App Permissions & Visibility Guide
Accessing MailChimp Information with BoldDesk
After installing MailChimp app in the BoldDesk, you have the option to view MailChimp information on the ticket and contact pages depending on the choice you made during the configuration process.
To view MailChimp information on a ticket, follow the given steps:
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Open a ticket to view its details.
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Click the Apps option in the right sidebar and open the MailChimp app.
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Navigate through the tabs to view the respective MailChimp data.
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Here, you can easily view the most recent five campaigns and mailing lists.
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To view the complete campaign list, click View all campaigns.
Managing MailChimp mailing List Subscriptions
To subscribe or unsubscribe from a MailChimp mailing list:
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Click the Unsubscribe icon to remove your Mailchimp mailing list subscription directly from BoldDesk.
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Upon selecting the Unsubscribe icon, a dialog box will appear. Confirm the action by clicking Yes, unsubscribe to unsubscribe.
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To add new subscribers or existing ones to your Mailchimp mailing list, go to the Subscribe to New Mailing List tab.
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Select the desired mailing list from the dropdown menu and click the Add button.