Announcement

Collapse
No announcement yet.

Mailchimp integrations

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Mailchimp integrations

    Hi there,

    I would like to know a few things for the Mailchimp integration -

    First - when this how-to article talks about a list, does that mean that it has to be the exact naming convention of the audience list in Mailchimp (slide 6)? If not, what other list naming convention would I be able to put? The article shows a list being added called "Mailchimp Test" whereas the final slides are showing a naming convention of "Star Trek Log".

    https://support.clickandpledge.com/s...news_Mailchimp

    If the audience name in Mailchimp will be showing the exact naming convention on our Click & Pledge donation form, does that mean we will want to update our audience list in Mailchimp to show a more user friendly option? E.g. Mailchimp says "Master List" but we don't want our audience to see that. We want them to see "Save The Waves Newsletter".

    Thank you!

  • #2
    May I ask you to please once go through the following KB article which will explain and walk you through the process: https://support.clickandpledge.com/s...cp-broadcaster

    Please review it and let us know if you have any questions.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      Hi there,
      I do not see a C&P Broadcaster in my Salesforce instance. Can you help me identify if there is some issue on either platform that would not allow me to have this setting available?

      Comment


      • #4
        Hi there,
        I found the Broadcaster tab and will review the entire How-to article. I will follow up if I have any questions. Thank you!

        Comment


        • #5
          Hi again!

          The How-to article talks about how to create emails from C&P for our donors. We are simply wanting enable donors to sign up for emails that we already send to a list through Mailchimp. Can you tell me if this is possible?

          Comment


          • #6
            Yes, this is what the MailChimp integration does. You would want to edit the name of your Audience to match what will be displayed on your donation form. (in reference for your first post)

            The third party integration article should be all you need to let donors sign up.


            Last edited by CnP.LiveSupport.AB; 04-17-2020, 01:27 PM.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

            Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
            Are you on Salesforce? Join us at the Power of Us Hub: <a href="https://powerofus.force.com/0F980000000CjpC" title="Power of Us Hub" target="_Outside">https://powerofus.force.com/0F980000000CjpC</a>

            Comment


            • #7
              Thank you!

              Comment


              • #8
                Hi there,

                I hope you're well!

                Is there a way to see from transaction reports or within C&P who has signed up for the newsletters? We aren't able to tell from Mailchimp that someone came from Click & Pledge in any way, so it would be great to verify where these newsletter sign-ups came from and ensure they are in fact integrating into our mailing list audience.

                Thank you!

                Comment


                • #9
                  Good day @STW13

                  Would you please explain more about it? Where do you want to see the newsletters? Contact added to the list from C&P or you have added it manually?




                  Regards,
                  Click & Pledge Support Department

                  On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                  Join us @ the educational webinars: https://clickandpledge.com/webinars/
                  Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                  Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                  Comment


                  • #10
                    Hi Click & Pledge team!

                    Right now there is a button at the bottom of our form that someone can click when they donate to be added to our Mailchimp platform. Does Click & Pledge retain the information of who clicks that form and who doesn't? Can I see in the Click & Pledge platform who has clicked that button?

                    Mailchimp doesn't tell us where that person came from and therefore we cannot segment and tag them appropriately in Mailchimp, they just get added to the audience list.

                    Here is the donate form for reference: https://www.savethewaves.org/donate/

                    Comment


                    • #11
                      Good day @STW13

                      Would you please clarify which of these options you are referring to on the above page:

                      Click image for larger version

Name:	mailchimp1.jpg
Views:	24
Size:	126.1 KB
ID:	63651
                      Regards,
                      Click & Pledge Support Department

                      On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                      Join us @ the educational webinars: https://clickandpledge.com/webinars/
                      Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                      Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                      Comment


                      • #12
                        Hi team at CYP!

                        I'm speaking about the radio button within the widget that says "Stay Up To Date!"

                        Comment


                        • #13
                          Good day STW13

                          At this time we are not recording the subscription in the C&P records. It is in the list of added features but just to give you a heads up - we are actively working on integration with Sendgrid in the next release of Salesforce. As a matter of fact the entire Sendgrid is being into the Salesforce app in our Dispatch feature. Just something to keep in mind.

                          At this time, to answer your question, we are not recording it but we are going to work on it in Q4.

                          Have you signed up for any of our upcoming webinars for the upcoming Salesforce Click & Pay Suite?
                          Regards,
                          Click & Pledge Support Department

                          On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                          Join us @ the educational webinars: https://clickandpledge.com/webinars/
                          Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                          Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                          Comment


                          • #14
                            OK, thank you for letting us know that this is not being recorded. I have not signed up for the webinars. We don't use Sendgrid and at this point likely won't change marketing service providers, but appreciate you letting us know about this.

                            Comment

                            Working...
                            X