{"id":40494,"date":"2025-03-04T15:04:36","date_gmt":"2025-03-04T09:34:36","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=40494"},"modified":"2025-03-04T15:04:36","modified_gmt":"2025-03-04T09:34:36","slug":"how-to-create-mailchimp-email-campaigns-directly-from-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2025\/03\/how-to-create-mailchimp-email-campaigns-directly-from-dynamics-365-crm\/","title":{"rendered":"How to Create Mailchimp Email Campaigns Directly from Dynamics 365 CRM!"},"content":{"rendered":"

\"Manage<\/p>\n

Marketers often struggle with switching between platforms to run and track email campaigns, leading to inefficiencies and lost opportunities. But what if there was a way to manage everything from a single system?<\/p>\n

With Marketing4Dynamics<\/a> by Inogic, you can now create, send, track, sync, and analyze your Mailchimp campaigns directly from your Dynamics 365 CRM\u2014eliminating the need to juggle multiple platforms.<\/p>\n

The slogan for 2025: One Platform, One Goal: Boost Sales, Marketing, and Outcomes.<\/p>\n

This seamless Dynamics 365 CRM-Mailchimp connector lets you sync audience data, create and execute campaigns, measure campaign performance, and gain a 360-degree view of customer interactions, such as link clicks and engagement metrics \u2013 all within Dynamics 365 CRM. With real-time insights, you can focus on high-potential leads and drive them through the sales funnel effectively.<\/p>\n

No more switching between MailChimp and Dynamics 365 CRM or dealing with mismatched data. With Marketing4Dynamics, your sales and marketing efforts stay in sync, enabling smarter decisions and better results.<\/p>\n

Here\u2019s a 7-Step Guide to Creating and Executing <\/strong>Mailchimp Campaigns directly from Dynamics 365 CRM:<\/strong><\/p>\n

Step 1: Preparation<\/strong><\/p>\n

Make sure your Dynamics 365 CRM is connected to Mailchimp and Marketing4Dynamics is set up before starting a campaign.<\/p>\n

Step 2: Create a Campaign<\/strong><\/p>\n

Option 1: From \u201cSetup\u201d Entity<\/strong><\/p>\n

    \n
  1. Go to Setup<\/strong>.<\/li>\n
  2. Navigate to Sync Campaign<\/strong> and click Manage<\/strong>.<\/li>\n
  3. Click + New Campaign<\/strong> to start creating your campaign.<\/li>\n<\/ol>\n

    \"Manage<\/p>\n

    Option 2: From Campaign Entity<\/strong><\/p>\n

      \n
    1. Go to the Marketing<\/strong> tab in the sidebar.<\/li>\n
    2. Click Campaigns<\/strong> and then click New<\/strong> to create a new campaign record.<\/li>\n<\/ol>\n

      \"Manage<\/p>\n

      Step 3: Fill in Campaign Details<\/strong><\/p>\n

      In the campaign form, complete the required fields.<\/p>\n

      \"Manage<\/p>\n

      Step 4: Define Campaign Content<\/strong><\/p>\n

      Choose how to design your email content:<\/p>\n