Click on the Schedule Delivery under the ellipsis listĢ. Your third option would be to schedule the delivery of the PowerMailChimp blast for a future date.ġ. You can close the window when you see this message The message in the Confirm Send window will change to display that the sending process has startedĥ. Select the Send PowerMailChimp Blast buttonĤ.
A pop-up window will display to confirm that you want to send your email blastģ. You can choose to send the blast now which will place it in MailChimp’s queue and it will be send typically with in a couple hours.Ģ. They will still say “FNAME” (or whatever the merge tag was) Note: When you receive a test email in your inbox, any merge tags you have in your template will not actually be replaced with the correct value. Once the test is sent, the dialog box will say “PowerMailChimp Blast test message sent successfully” 5. Add up to 3 email addresses to send the test to, separated by semi-colonsĤ. This is a great way to test how the email will look when viewed in different email provider inboxes.Ģ. You can send a test email up to 3 recipients at a time. Now that you have saved the record, the MailChimp send options under the ellipsis(.) will become available. You will know that your blast has been successfully saved in MailChimp when you get a MailChimp blast ID populated back in CRM. Once you have all of the details necessary specified for your PowerMailChimp Blast, click 'Save' in the upper right-hand corner to be certain you have captured all changed you made to the form. System Administrators will automatically see PowerMailChimp in their left navigation and be able to use PowerMailChimp without even having the security role assigned.ĭate Created: DecemLast Modified: March 25, 2015 The PowerMailChimp Service User security role is meant to be assigned to a user who does not have the System Administration security role but whose CRM login information is listed in the PowerMailChimp configuration screen, under the CRM Login section. PowerMailChimp Do not allow Send and Schedule BlastsĮvery user who would like to have access to PowerMailChimp to create and save blasts, but not be able to send blasts will need the PowerMailChimp Do not allow Send and Schedule Blasts security role assigned to them.Įvery user who would like to hide the Jump to MailChimp button from view will need the PowerMailChmimp Hide Jump to MailChimp security role assigned to them.Įvery user who would like to have access to PowerMailChimp (anyone who is sending out blasts from CRM) will need the PowerMailChimp User security role assigned to them.
In order for CRM users that are not system administrators to be able to use PowerMailChimp, they will need to be assigned to one of the PowerMailChimp security roles that are automatically imported into the CRM.Įvery user who would like to have access to view PowerMailChimp blasts and statistics, but not be able to create or send a blast will need the PowerMailChimp Read-only User security role assigned to them. Date Created: AugLast Modified: May 8, 2015
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