Mailchimp for Zoho Desk - Zoho Desk Knowledgebase

Mailchimp for Zoho Desk

View Mailchimp Campaigns right from Zoho Desk. With this integration, support team members can easily get the full picture on which email campaigns are sent to a customer and the status of each campaign. You can also send campaigns from Zoho Desk.


Features:
  • View all Mailchimp Campaigns and their statuses from within Zoho Desk.
  • Check to see if a user has opened the campaign from a ticket's detail page.
  • Understand the engagement levels of all Mailchimp Mailing Lists from Zoho Desk
  • Send campaigns from Zoho Desk.

Install and Configure Mailchimp Extension
The Mailchimp extension can be installed from Zoho Marketplace or from your Zoho Desk account itself.
Follow the steps below to install the Mailchimp Extension from Zoho Desk.
  1. Log in to your Zoho Desk account with Administrator privileges.
  2. Click the Setup icon ) > Integrations > Marketplace. 
  3. Search for Mailchimp in the search bar on the right hand side of the screen.
  4. Select the Mailchimp extension and then click Buy Now.
    You'll be redirected to the payments page for purchasing. After which, a pop-up will be displayed to install the extension.
  5. Click Install Now.
  6. In Mailchimp installation setup page,
    • Select Profiles whose agents can access the extension in Zoho Desk.
    • Agree to Terms of Use
    • Click Install



  7. Click Authorize.
  8. Enter your username and password and click Log In.
  9. Enter your Mailchimp domain name, then hit the Return key on your keyboard.



To obtain Mailchimp domain name
  1. Log in to your Mailchimp account.
    User specific domain name can be obtained from the URL of the landing page. 
  2. Copy the domain name (highlighted part) and use it during configuration.




Viewing Mailchimp data from Zoho Desk
Once the extension is installed and your Mailchimp account is authorized, Campaigns from Mailchimp can be viewed right from Zoho Desk. You can view Mailchimp data from two different locations in Zoho Desk: Top band and a ticket's detail sub tab.

View Mailchimp data from the top band
  1. Click the () icon in the top band (menu bar).
  2. Click Mailchimp under Extension in the drop-down menu.




    • The Campaigns tab lists your Mailchimp campaigns and statuses.
      • Status indicates if a campaign has been Sent or if it's a Draft
      • Opens indicates the percentage of views (if a campaign has been sent)
      • Clicks indicates the percentage of clicks (if a campaign has been sent)
    • The Mailing List tab lists all the mailing lists from Mailchimp.
      • Subscribers indicates the number of subscribers on the list
      • Opens indicates the percentage of opens by the subscribers in the list
      • Clicks indicates the percentage of clicks by the subscribers in the list

Note:
  • The name of the mailing list a campaign is sent to, will be displayed below the campaign name in the Campaigns tab.

View Mailchimp data from sub band of a ticket's detail page
  1. Click on the () icon located in the sub tab of the ticket's detail page.
  2. Click on Mailchimp.
    • The Campaigns tab includes all sent campaigns and status indication of Opened or Not Yet Opened.
    • The Mailing List tab includes Subscribed List and Other List.

Send Campaigns from Zoho Desk
With the Mailchimp extension, you can even send Mailchimp Campaigns right from Zoho Desk. 
  1. Click the () icon in the top band (menu bar).
  2. Click Mailchimp under Extension in the drop-down menu. 
  3. Click the Campaigns tab under the Mailchimp menu.
  4. Click the More icon  ) in a campaign record with the status Sent.
  5. Click Replicate to create a new draft.
  6. Click on the newly created draft.
  7. From the drop down, choose the list you want to send the campaign to.
  8. Click Save and then click Send.



Note:
  • Whenever a campaign is replicated and edited, it will be saved as a draft. It could be sent to the required Mailing List when needed.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • SendinBlue for Zoho Desk

                                                                                                                Manage SendinBlue Contacts, Lists, and Campaigns. With this integration, support teams can easily get the full picture of their campaigns, see their statuses, and even send campaigns right from Zoho Desk. Features From Zoho Desk, you can: View all ...
                                                                                                              • Webpower for Zoho Desk

                                                                                                                Webpower helps you create your own campaigns, send relevant content to your subscribers, and keep contacts up to date via email marketing. With the Webpower extension for Zoho Desk, you can now view your campaigns and subscribers in Webpower within ...
                                                                                                              • Highrise for Zoho Desk

                                                                                                                View customer details and deals from Highrise in Zoho Desk. Manage contacts, deals, and activities between Highrise and Zoho Desk. Add new customers and deals to Highrise from Zoho Desk. This integration makes it easy to understand customer's details ...
                                                                                                              • Navigating the Marketplace: Guided tour

                                                                                                                Marketplace is a centralized hub where users can find Zoho and third-party applications to integrate with their Desk account to manage various business processes. From Marketplace admins can search, install, and manage the installed extensions. ...
                                                                                                              • GoToWebinar for Zoho Desk

                                                                                                                Webinars help give product demos and make a great tool for customer support. The GoToWebinar extension for Zoho Desk helps support agents explain their product efficiently through webinars, allowing them to resolve support tickets faster. With this ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources