Using Insightly with MailChimp


MailChimp is an online email newsletter and marketing platform. If you've upgraded to a paid Insightly plan, you can connect your CRM to your MailChimp account.

With this integration, you can:

  • View MailChimp campaign statistics for a contact's or lead's lists.
  • Export contacts or leads from Insightly to your MailChimp lists.
  • Update MailChimp member information with your CRM data when exporting.
  • Import MailChimp subscriber lists to Insightly as contacts or leads.
  • Schedule regular imports from a MailChimp list or segment when subscribed to an Insightly Plus, Professional, or Enterprise subscription plan.

Your Insightly administrator will need to set up the integration with a MailChimp user's API key. 

Viewing MailChimp campaign statistics in Insightly

Once the connection is established, a MailChimp subtab will appear when viewing a contact or a lead.

MC-Contact-subtab-tagged2__1_.png

When a matching email address is found in MailChimp, Insightly will display:

  1. A dropdown of MailChimp lists where the member is listed
  2. Subscription information or "Unsubscribed" status
  3. Their activity rating
  4. How many campaigns have been sent to the selected list
  5. Open rate for the selected list
  6. Click rate for the selected list
  7. Timeline view of campaign events
If you perform A/B testing, the Campaigns Sent number may be higher than expected. This is because MailChimp reports a list of campaigns and Insightly counts them, so version B is counted in addition to version A.
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