vtiger mailchimp integration
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[Product Name]
[Version X.X]
[Platform and Minimum Version Details]
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VTIGER CRM 6 MAILCHIMP SYNCHRONIZER
Version 2.1
Platform: VTiger 6
Description
VTiger CRM MailChimp Synchronizer extension Syncs the MailChimp Lists, Campaigns to VTiger CRM Leads, Contacts and Accounts Modules. You can easily sync, edit, save and manage your mail chimp Contacts, Campaigns and Lists from Vtiger.
More Information
It is simple yet powerful premium extension for vtigerCRM to sync your MailChimp Account. This extension provides access to connect, manage and sync your MailChimp to vtigerCRM without switching to one another. Saves lots of time, effort and makes easy to manage both data. VTiger MailChimp plugin uses the MailChimp API to sync your MailChimp subscribers to and from VTiger CRM Leads, Contacts and Accounts Modules as a bi-way connector. There is lot of advantages with a rich set of features like
• Syncing MailChimp Subscribers to your Leads, Contacts and accounts.
• Mapping list fields to your Leads, Contacts and accounts as you wish.
• Send and receive all data changes like Contacts, Lists etc manually.
• User friendly module with Rich UI Experience
• Easy to install. Simple to configure.
• Well guided step by step documentation with snap shots
• Highly suites with VTiger environment.
• Logs will be maintained for all actions.
• Groupings, Lists and Groups will be maintained
• MailChimp act as Control Panel.
• Add/Remove record from MailChimp Lists when certain conditions met.
• Send changes to MailChimp Lists can be done automatically.
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DescriptionPlugin Details****************
Author : SmackcodersAuthor URL : Smackcoders Siteversion : 2.1
Product URL
VT Mailchimp Sync
Wiki Page Link
Vtigercrm 6 mailchimp syn c
Demo Link
Product Demo Link
Username : demoadmin
Password : demo123
CHANGE LOG
2.1Added Workflows to add/remove records from MailChimp List on certain conditionSend Changes to MailChimp Lists can be triggered automaically.Fixed some bugsUI changesCompatible for vtiger 6.1
2.0Create new modules MailChimp, MailChimpLists, Groups and GroupingsMailChimpLists, Groups and Groupings will be maintained in new moduleMailChimp module act as Control panel.All the actions will be logged and shown on logs pageComplete UI change
1.2.0Upgraded the module for vtiger6.Fixed Bugs
1.0.0
Initial Release of VTMailChimp module
Tested and found works well without any issues
Features
• Allows user to Map the Fields between List in MailChimp and to the Fields of Leads, Contacts, Accounts in VTiger CRM
• User can Sync the List Contacts present in MailChimp to be synced with Leads or Contacts or Accounts using the MailChimp Settings page and by creating a text custom field in MailChimp which is explained below
• User can add Groupings and Groups here in vtigerCRM and Sync it to MailChimp.
• Sync selected records alone to MailChimp. In MailChimp Settings, If “Sync Selected records ?” fields is set to yes, Only selected records will be sent to MailChimp. Contacts, Leads and Accounts Module has a block at the end named as ‘MailChimp information’. You can find a checkbox field “Sync to MailChimp”.
• After Every action the changes details like no of contacts added, updated and failed will be shown on Notification Area.
• All the actions are logged in Logs Module. In case, sync failed, user can see the logs and know what went wrong
• Set OptIn checkbox on MailChimp Settings to send OptIn Mails to user when subscribe
• Workflows used to add/remove records on certain condition.
• Send changes to MailChimp Lists can be done automatically.
Additional Features
1) Vtiger Maichimp module upgraded to Vtiger version 6.12) Mailchimp Groups concept included.3) Mapping Option is available
4) Add/Remove record from MailChimp lists when certain condition met via workflow
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SUPPORT
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Installation
1. Take database and file backup before proceeding with installation.
2. Before start Installation, Please check whether IonCube Loader installed on your server. We have attached a file (TestRun.php) in the zip file. Please run this file via browser (http://[domain]/TestRun.php) to know whether IonCube installed on your server. If Installed, proceed to next step else install IonCube Loader.
3. Get vtMailChimpCron.php file from Install directory. Place it on vtigerCRM root directory.
4. Add Cron entry - * * * * * wget -o /dev/null -q -O /dev/null http://[domain]/vtMailChimpCron.php 2>&1
5. Go to vtigerCRM CRM Settings >> Module Manager
6. Click Install from File Button.
7. Import VTMailChimpLists, VTMailChimpGroupings, VTMailChimpGroups and VTMailChimp.
Configuration
1. Go to MailChimp Module
2. Click On Settings. Click Edit Button
3. Provide MailChimp API key, Select Modules you want to Sync, Opt In, Default Module and Sync Selected records
4. Select Save.
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MailChimp Settings
MailChimp Control Panel
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MailChimp Lists
Detail View Of MailChimpList
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MailChimp Mapping
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MailChimp Logs
Campaigns:
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MailChimp Groupings
MailChimp Groups
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MaillChimp Workflows
MailChimp Cron
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How to get MailChimp API Key ?
Login to MailChimp Account. Go To Account Settings
Click API Keys
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Click Create a Key Button and generate a New MailChimp API Key
How to Map which subscriber added to which module ?
User should create a new Custom Field in Mailchimp List named as ‘VTMODULE’. Allowed values are
• Contacts
• Leads
• Accounts
Other than the above three values will not be taken.
If No values added to this Custom fields or No Custom field in this name, then we will add the records to Default Module which was selected by user in MailChimp Settings
How to create custom field in MailChimp Lists ?
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Note:
• New List cannot be sent to MailChimp.
• When updating campaigns, Only contents will get updated to MailChimp.
• Get List from MailChimp and Get Campaigns from MailChimp button will get the Lists/Campaigns from MailChimp. It wont create any new Campaigns or Lists in vtigerCRM.
Requirements
• PHP cURL
• IonCube Loader lastest version
• PHP version > 5.2
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