This article will cover the Mailchimp functionality available from within Ascendix Search. We will go through the steps of initiating an email campaign.
Let’s imagine you want to send an email campaign from the Contact object:
From the main Search View, apply the search criteria/select the Saved search and hit the Search button.
Select records and click the Mailchimp icon:
The system will ask you to indicate the selected records. Please note: This window pop-up is available only for objects with an email address.
As the campaign audience – the records will be indicated as recipients.
As inputs to a new report – the records will be added to the generation.
The Mailchimp dialog is divided into three wizard steps: “Target Audience”, “Composer” and “Campaign Information.”
- For the “Target Audience” field, you can choose the following options from the dropdown list:
Selected records
All records in the current view
All records matching the search criteria
An Ad-Hoc List
A Saved Search result
2. The To picklist field is required, where you can link the Contact/Lead/Inquiry and User records in the lookup field.
Let’s imagine that we want to send the Property summary email report to the contacts in Ad – Hoc List “Industrial Ltd.” :
Go to Ascendix Search and click the Mailchimp button.
2. Click “Target Audience” and select An Ad-Hoc List option from the picklist.
3. In the “To” field, start typing the name of the existing Ad-Hoc list and select the list.
Click the Next button.
Let’s move forward to the second wizard step ”Composer”:
You can select either Generate a New Report or Choose an Existing Report:
If you have selected the first option “Generate a New Report,” the next step will be to select “Object type”, input the property records and select the existing “Template” from the picklist or click the + Create Template button for a new one. If you were starting the Mailchimp campaign from the Property object, there will be additional criteria added “Choose the option to generate the report” from the results page, and depending on what you chose for the option to generate the report – selected records are either going to be linked or you will have to manually input them.
2. If you have selected the second option, “Choose an Existing Report,” the next step will be to choose the object from the picklist and input the name of the record which you have previously generated the report for. Also, you can preview the attached report.
Click the Previous button to go back to the first wizard step, click the Cancel to leave the Mailchimp dialog, and hit the Next to proceed to the third wizard step.
The last wizard step is called “Campaign Information”:
Fill in the required fields - Email Subject and Campaign Name, where Campaign Name will be auto-populated from the Email Subject:
2. Click the Send button to send the email campaign.
After the campaign has been sent, you will receive a notification on the top right corner: 
If you click the campaign name – you will be redirected to the new tab Mailchimp Campaigns.
We have created this additional tab so that user can track the following information:
Campaign Name
From Name
Send Time
Emails Sent
Status
The list view includes up to the last 100 Mailchimp campaigns.
Please note: A user can submit up to 10 campaigns simultaneously.