Connect Mailchimp with Zoho Cliq to stay on top of your email campaigns with real-time updates, campaign insights, and quick actions from within Cliq.

Mailchimp is available in US, IN, EU, AU, and CN

Installation 

• Go to the Zoho Cliq Marketplace and search for Mailchimp.

• Choose whether to install the extension for your entire organization or specific teams.

• Click on Take me to Cliq to start using the integration.

Bots 

The Mailchimp bot has five options—Campaigns, Scheduler, Configurations, Automations, and Help.

i. Campaigns: Create and view campaigns in Cliq via the Mailchimp bot.

a. Create:

• You can create a campaign directly from the bot window.

• Once you fill all the relevant details, click Create.

Note: The Segment option is displayed only if a segment has already been created in Mailchimp.

• The campaign will be created.

• You have the option to edit or view the campaign on the Mailchimp website.

b. View:

• You can view all the Mailchimp campaigns from within the bot chat window.

• Click on a campaign to open the Mailchimp website.

• You will be redirected to Mailchimp.

• You can update your campaign, get an AI summary and check the health score of your campaigns.

• Update: Click on Update to edit a campaign that has not been sent to anyone yet.

• Summary: Click on Summary to get a detailed AI summary of the campaign.

• Health Score: Click on Health Score to see how well your campaign is performing.

• You can modify the Health Settings from the Health Score card.

• Health Settings has the following options:

• Target Click Rate: Set a target for your click rate.

• Target Open Rate: Set a target for how many times you want the campaign to be opened.

• Maximum Unsubscribe Rate: Set a maximum limit for the unsubscription rate.

• Maximum Spam Complaints: Set a maximum limit for how many spam complaints you will receive.

• Click Create to send the updated Health Settings card.

ii. Schedule: Schedule has two options—Create and View.

a. Create:

• Click on Create.

• You can select a campaign, choose up to three notification intervals, and select a channel to post messages.
  

• Click on Schedule.
  

b. View:

• Click on View.

• The report notification schedule can be viewed in the Mailchimp bot.

• You can edit and/or delete the report notification schedules.

• Click on edit to change the notification interval.

• Click on Delete to remove the report schedule notification.

iii. Configurations: You can configure channels, AI tokens, Health Settings here.

a. Channel: 

• Select Channel in the Configurations option.

• Click on Channel Config in the message card to associate a Mailchimp audience with a Cliq channel.

• Click on Map Channel. You will get a message card in the bot chat.

• The channel which was mapped will also be notified.

b. AI Token:

• Click on AI Token to edit and remove configuration.

• Click on Edit Configuration to update the AI token.

• Click on Remove Configuration to remove the AI configuration.

c. Health Settings:

• Click on Health Settings in the Configurations option.

• You can update the Health Settings in the Channel Health Benchmarks window.

iv. Automation:

• Click on Automations bot menu action.

• View the list of emails that are sent to inform, reward and engage your contacts automatically with the bots menu action.

Note: Automation is not available on the Free plan. Upgrade your Mailchimp plan to Standard or Premium to access this feature.

v. Help: This option will post a message card to guide you through what Mailchimp has to offer in Cliq.

• Click on Next to learn about the next topic.

Widgets 

The Mailchimp widget has three components—Campaigns, Reports, and Help.

i. Campaigns:

• Click on Create Campaign to create a new campaign from the Mailchimp widget.

• Select Filter Campaigns to filter based on Campaign Type, Campaign Status, and Audience.

• The campaigns will be filtered based on what you want.

• You can update campaigns which have not been emailed to anyone yet.

• Click on View Report to see the reports of campaigns individually. You can only view the reports of the campaigns which were already sent.
  

• Email Engagement: View key email metrics such as open rate, bounce rate, and unsubscribe rate to measure recipient engagement.
  
• Click Engagement: Track click activity and click rate to understand how recipients interact with your campaign.
  

• Click on Summary to summarize your campaign using AI.

• You have two options in the Summary page—Create Campaign and View Report.

• In the main Campaigns tab, click on the three dots to edit and remove the AI token configuration.

ii. Reports:

• You can create a new campaign from this tab too.

• Reports visualize data through tables and charts.

• It lists the five most recent campaigns, AI comparison of recent campaigns, and the average performance of recent campaigns.

• Click on Filter Metrics to filter based on various metrics.

iii. Help:

• This tab provides an overview of the Mailchimp extension and how to use it.

 Slash Commands 

• Mailchimp supports three slash commands— /createcampaign, /createscheduler, and /searchcampaign. 

i. /createcampaign:

• Type /createcampaign in the message composer and click send.

• The Create Campaign window will pop up.

• Enter the relevant details and click Create.

• The campaign will be created in the chat.

• You can edit the campaign in the chat and view it in the Mailchimp website.

ii. /searchcampaign:

• Type /searchcampaign in the message composer.

• Enter a relevant keyword and the related campaigns will come up.

• Select the campaign that you want and it will be previewed.

• You will have the option to update the campaign in the chat too.

iii. /createscheduler:

• Type /createscheduler in the message composer and click send.

• The Schedule report notification window will pop-up.

• Click on Schedule to receive timely notifications in the associated channel. 

Note: You can use slash commands in any chats—channels, threads, groups, and DMs.

Message Actions 

• Hover over a message and click on three dots and select More...

• Search for Mailchimp or createcampaign.

• Create a campaign relevant to the message in the Create Campaign window.

• Click on Create.

• The campaign will now be created. You can post it in the chat for others to see.

 Mailchimp Scheduler 

• The Mailchimp scheduler bot sends a weekly chart summarizing your Mailchimp campaign activity.

• The message card visualizes Open Rate, Click Rate, Bounce Rate, Unsubscribe Rate.

• You will be notified in the mapped channel when a campaign is created.
  

• Updates and scheduled reports for the campaign will be posted in a thread.