Dec 14, 2012

New MailChimp Integration From Batchbook

Our friends at Batchblue recently released an updated integration between MailChimp and their Social CRM product, Batchbook. We’re big fans of Batchbook here at MailChimp because it’s a CRM designed to help you get to know your customers better as humans, so you can build meaningful relationships with them rather than just "blasting" marketing messages at them.

The new integration makes it easy to import your subscribers from MailChimp into Batchbook (and vice versa), create targeted groups in Batchbook to send to MailChimp, and see how your customers are engaging with your newsletters.

For example, I can use Batchbook to import subscribers from the Atlanta Rollergirls newsletter in my MailChimp account. First I need to connect my MailChimp account with my Batchbook account. I do that by clicking Integrations in the dropdown menu in Batchbook under my account name.

Next I need to enter my MailChimp API Key. (If I don’t already know my API Key I can just click API Key in the integration box, and if I’m logged into my MailChimp account, the link will display my API Key for me. I can just copy and paste it into the open field in Batchbook.)

So you know, you can easily check your API Keys and Authorized Apps in MailChimp under the Account tab.

Once my accounts are connected I can click Import Contacts at the top of the page to import subscribers from my MailChimp account. MailChimp’s subscriber engagement ratings can be imported with your list of subscribers. Also, I can filter which subscribers I input based on their subscriber engagement rating in MailChimp. Since I’ll be using Batchbook to track communication and get to know my subscribers better, I’m only interested in importing my most engaged subscribers. I can tell Batchbook to  import my subscribers with an engagement rating of 4 stars or above. I can also have Batchbook tag these new contacts as Atlanta Rollergirls’ Subscribers so that I can easily segment and filter them later.

Once I’ve set up the import, I click Preview to go to the next step. Batchbook will display all of the data fields (first name, last name, etc.) that I’ve set up for my MailChimp list. I can then select how that data gets mapped into my fields in Batchbook. Most information like email address, first name, and last name will already have a similar field set up in Batchbook, so I just select that option from the dropdown menu.

But for MailChimp’s subscriber engagement rating, I want to create a custom Batchbook field to make sure that data transfers to the right field. I can add custom fields by clicking the Custom Field link in the dropdown menu under my account name in Batchbook.

Once my active subscribers are imported into MailChimp, I’ll be able to see in their individual contact info, which newsletters they’ve received, and if they’ve opened or clicked them. Anyone in my organization that opens up this customer’s record in Batchbook can see if they’ve engaged with our recent newsletters. This could be a great conversation starter. It can also help us understand how interested this customer might be in our upcoming events.

I can even turn this info into a ‘to-do’ in Batchbook and assign it to myself or another team member.

For example, if Stephanie Doe opened our last newsletter, I can create a to-do that asks another team member to send her a personal note following up on some of the content from the newsletter (like if she would be interested in VIP seating at our next event).

I can also sort subscribers by member rating, tags, and more. I can even make my best subscribers ‘Champions’—Batchbook’s take on Golden Monkeys—so I know they’re VIPs.

I’ll also get a MailChimp widget in my Batchbook dashboard that shows me my recently sent campaigns, along with some basic stats on them.

If you’re interested in trying out Batchbook, they’ve got a free 30 day trial. Plus, if you head to the Partner Discounts section of your MailChimp account, you can get 15% off a paid plan for 6 months when you sign up.