Jul 13, 2009

Passing Subscriber Activity back to Salesforce and Highrise CRMs

As previously reported, you can now pass MailChimp subscriber data back to your Highrise or Salesforce CRM. Here’s what it looks like in Highrise:


So if your sales team wants to call a customer about a new widget, they can check and see if that customer has opened or clicked on the newsletter about that widget.

But wait, there’s more.

You’ll notice that the history for this subscriber also passes back data from our e-commerce360 plugin. So if you’ve got MailChimp integrated with your Magento (or other) shopping cart, this will tell you if this subscriber has bought stuff from you in the past. If they have, it’ll look something like:

Purchased X times and spent $Y. Last was <DATETIME>

Also, your team can drill down and see the content and stats for the campaign. We save campaigns as "Cases" in Highrise. It’ll look like this:


It all works the same way if you’re integrating MailChimp with Salesforce, too. You can go to a member and see their campaign history:


Then click on the "Notes" to see the campaigns they’ve received, and whether or not they opened/clicked/purchased:


Important note: These stats for both Salesforce and Highrise are created on a campaign-by-campaign basis. So make sure that when you’re building your campaign, you check these tracking options:


The idea here is to get useful data in front of your sales team, right where they need it most (and without necessarily having to give them full access to your MailChimp account).