Mailchimp Integration in Dash SaaS - WorkDo.io

Mailchimp Integration in Dash SaaS

Introduction

Mailchimp is a powerful email and marketing automation platform tailored to support the growth of businesses. It offers a comprehensive suite of marketing technology, world-class customer support, and valuable content resources, empowering users around the globe to start and expand their enterprises. With Mailchimp, businesses can supercharge their marketing campaigns through advanced features, seamless automation, and data-driven insights, making it a vital tool for success.

Mailchimp’s primary focus is on email marketing, enabling users to design visually appealing email campaigns, target specific audience segments, and closely monitor their performance by tracking essential metrics such as open rates and click-through rates. In today’s digital landscape, where effective marketing is pivotal to success, Mailchimp provides businesses with the means to elevate their marketing strategies and achieve substantial growth.

Workflow

Installation

Step 1 : Super Admin Access

  • Make sure your super admin has access to your system before you do anything else.
  • Mailchimp Dash Saas
  • Go to the “add-on manager” area of the super admin dashboard.
  • To start the setup procedure, click the “+” (Module Setup) button.
  • Mailchimp Dash Saas
  • You will be asked to upload the ZIP file for the “Mailchimp Add-On.”
  • Mailchimp Dash Saas
  • Don’t forget to enable the module after the setup is complete so that other people can buy it.
  • Mailchimp Dash Saas

Step 2 : Company Login Steps

  • Once the super admin enables the Mailchimp Add-On, company admins can proceed to purchase it and gain access.
  • Start by heading to the “subscription plan” page and select the relevant “usage plan.”
  • Mailchimp Dash Saas
  • Locate the Mailchimp Add-On and complete the purchase process.

Step 3 : How to use the Mailchimp Add-on?

  • After that go to the settings page, and navigate to system settings.
  • Mailchimp Dash Saas
  • On the system settings page, find out the Mailchimp option and enter the API key with the help of this link: https://login.mailchimp.com/
  • Mailchimp Dash Saas
  • That’s it, after doing this process you will be able to integrate the mailchimp add-on with various modules.
  • Here is the list of the modules with which you can integrate the mailchimp add-on.
List of Modules
1. UserCreate
2. Vendor Create
3. Employee Create
4. Lead Create
5. Lead additional email
6. Deal Additional email
7. Sales Account Create
8. Contact Create
9. Ticket Create
10. New Customer
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