Use Mailchimp as CRM: The Ultimate Guide

Introduction

Greetings, fellow marketers! In today’s fast-paced digital world, customer relationship management (CRM) has never been more important. It’s no secret that to succeed in business, you need to build lasting relationships with your customers. That’s why we’re here to introduce you to a powerful tool for managing your customer relationships: Mailchimp.

Mailchimp is best known as an email marketing platform, but did you know that it can also be used as a CRM? In this article, we’ll explore the ins and outs of using Mailchimp as a CRM. From its features and benefits to its potential drawbacks, we’ll cover everything you need to know to get started.

Whether you’re a small business owner, marketer, or entrepreneur, this guide is for you. So, let’s dive in and discover how Mailchimp can help you build better relationships with your customers!

What is Mailchimp?

Before we dive into using Mailchimp as a CRM, let’s take a closer look at what Mailchimp is and what it does.

Mailchimp is an all-in-one marketing platform that helps businesses of all sizes reach their audience and grow their brand. Its primary features include email marketing, landing pages, social media advertising, and more.

Founded in 2001, Mailchimp has grown to become one of the most popular email marketing platforms on the market. With over 20 million users worldwide, it’s clear that Mailchimp is doing something right.

Using Mailchimp as a CRM

Now that we have a better understanding of what Mailchimp is, let’s explore how it can be used as a CRM.

At its core, a CRM is a tool that helps you manage your customer relationships. It allows you to store customer data, track interactions, and analyze customer behavior. Using a CRM can help you build stronger relationships with your customers, increase customer loyalty, and ultimately drive more sales.

Mailchimp’s CRM feature is called “Audience,” and it allows you to store and manage your customer data in one central location. With Audience, you can:

  • Import and export customer data
  • Segment your audience based on various criteria
  • View detailed customer profiles
  • Track customer interactions, such as email opens and clicks
  • Create custom tags and fields to organize your data
  • By using Mailchimp as your CRM, you can streamline your marketing efforts and gain valuable insights into your audience.

    The Benefits of Using Mailchimp as a CRM

    Now that we understand the basics of using Mailchimp as a CRM, let’s explore some of the benefits it can provide.

    1. Centralized Customer Data

    One of the biggest benefits of using Mailchimp as a CRM is that it allows you to store all your customer data in one central location. This makes it easy to access and manage your data, which can save you time and effort in the long run.

    2. Segmentation

    Mailchimp’s segmentation feature allows you to divide your audience into groups based on various criteria. This can be incredibly useful for targeting specific groups of customers with tailored marketing messages. By sending the right message to the right audience, you can increase engagement and drive more conversions.

    3. Detailed Customer Profiles

    Mailchimp’s Audience feature gives you access to detailed customer profiles that include information such as contact details, purchase history, and engagement metrics. This can help you gain a better understanding of your customers and their behavior, which can inform your marketing strategy.

    4. Email Marketing Integration

    Since Mailchimp is primarily an email marketing platform, it’s no surprise that it integrates seamlessly with its email marketing features. By using Mailchimp as your CRM, you can easily create targeted email campaigns based on your audience segments and customer data.

    5. Customization

    Mailchimp’s Audience feature allows you to create custom tags and fields to organize your data in a way that works for your business. This level of customization can help you tailor your CRM to your specific needs.

    6. User-Friendly Interface

    Mailchimp’s interface is intuitive and user-friendly, making it easy for even the most technologically challenged users to get started with using it as a CRM.

    7. Cost-Effective

    Compared to other CRM solutions on the market, Mailchimp is relatively affordable. This makes it a great option for small businesses and startups that may not have the budget for more expensive CRM software.

    The Drawbacks of Using Mailchimp as a CRM

    While Mailchimp is a powerful tool for managing your customer relationships, it’s not without its drawbacks. Here are a few potential downsides to consider:

    1. Limited Customization

    While Mailchimp does offer some customization options, it may not be enough for businesses with more complex needs. If you require a high level of customization, you may need to look into more specialized CRM software.

    2. Email Marketing Focus

    Since Mailchimp is primarily an email marketing platform, its CRM features may not be as robust as other dedicated CRM solutions on the market.

    3. Limited Integrations

    While Mailchimp does integrate with some third-party tools, its integration options may be limited compared to other CRM solutions.

    4. Learning Curve

    While Mailchimp’s interface is user-friendly, there may still be a learning curve for users who are new to using it as a CRM.

    Mailchimp as a CRM: The Complete Guide

    Now that we’ve explored the benefits and drawbacks of using Mailchimp as a CRM, let’s dive into the nitty-gritty details of how to use it effectively.

    1. Setting up Your Audience

    The first step in using Mailchimp as a CRM is to set up your audience. To do this, log in to your Mailchimp account and navigate to the “Audience” tab. From there, you can create a new audience or import an existing one.

    Once you’ve set up your audience, you can start adding customer data. This can include contact details, purchase history, and any other relevant information.

    2. Segmenting Your Audience

    One of the most powerful features of Mailchimp’s Audience feature is the ability to segment your audience. To do this, navigate to the “Segments” tab and create a new segment. From there, you can choose various criteria to divide your audience into groups.

    For example, you could create a segment of customers who have made a purchase in the last six months. By targeting this segment with a tailored marketing message, you can increase the chances of driving more sales.

    3. Creating Customer Profiles

    Mailchimp’s Audience feature allows you to view detailed customer profiles that include information such as contact details, purchase history, and engagement metrics. To view a customer’s profile, simply click on their name in your audience list.

    By reviewing customer profiles, you can gain valuable insights into your customers’ behavior and preferences. This can inform your marketing strategy and help you build better relationships with your customers.

    4. Integrating with Email Marketing

    Since Mailchimp is primarily an email marketing platform, it’s no surprise that its CRM features integrate seamlessly with its email marketing capabilities. To create an email campaign based on your audience segments, simply navigate to the “Campaigns” tab and create a new email campaign.

    From there, you can choose your audience segment and create a tailored email message that speaks directly to their needs and interests.

    5. Customizing Your Audience

    Mailchimp’s Audience feature allows you to create custom tags and fields to organize your data in a way that works for your business. To create a custom tag or field, simply navigate to the “Tags” or “Fields” tab and create a new one.

    This level of customization can help you tailor your CRM to your specific needs and make it easier to manage your customer data.

    6. Analyzing Your Results

    Mailchimp’s Reporting feature allows you to analyze the results of your email campaigns and other marketing efforts. To view your reports, navigate to the “Reports” tab and choose the report you want to view.

    By analyzing your results, you can gain valuable insights into what’s working and what’s not. This can help you refine your marketing strategy and improve your overall results.

    Mailchimp as a CRM: FAQ

    1. Can Mailchimp be used as a standalone CRM?

    Yes, Mailchimp can be used as a standalone CRM for managing your customer relationships. However, it’s important to note that its CRM features may not be as robust as other dedicated CRM solutions on the market.

    2. How much does Mailchimp cost?

    Mailchimp’s pricing varies depending on the features you need and the size of your audience. Its pricing plans start at $9.99 per month for its Essentials plan and go up to $299 per month for its Premium plan.

    3. Does Mailchimp integrate with other tools?

    Yes, Mailchimp integrates with a variety of third-party tools, including Shopify, Salesforce, and Eventbrite, among others.

    4. Can I use Mailchimp’s CRM features without using its email marketing features?

    Yes, you can use Mailchimp’s CRM features without using its email marketing features. However, its email marketing capabilities are a significant part of its platform, so you may be missing out on some of its best features if you don’t use them.

    5. Is Mailchimp’s CRM feature GDPR-compliant?

    Yes, Mailchimp’s Audience feature is GDPR-compliant. It allows you to collect and store customer data in a way that meets the requirements of the GDPR.

    6. Can I export my customer data from Mailchimp?

    Yes, you can export your customer data from Mailchimp at any time. Simply navigate to the “Audience” tab and choose the audience you want to export. From there, you can export your data in a variety of formats.

    7. What kind of customer support does Mailchimp offer?

    Mailchimp offers a variety of customer support options, including email support, live chat, and a knowledge base. Its support team is available 24/7 to help you with any questions or issues you may have.

    8. Can Mailchimp help me with lead generation?

    Yes, Mailchimp can help you with lead generation by providing tools for creating landing pages, forms, and pop-ups. These tools can help you capture leads and grow your audience.

    9. Can I use Mailchimp for social media advertising?

    Yes, Mailchimp offers social media advertising features that allow you to create and manage ads on Facebook and Instagram.

    10. How secure is my customer data in Mailchimp?

    Mailchimp takes the security of your customer data seriously and uses a variety of measures to keep it safe. Its platform is GDPR-compliant and uses SSL encryption to protect your data.

    11. Can I use Mailchimp for B2B marketing?

    Yes, Mailchimp can be used for B2B marketing by allowing you to segment your audience based on various criteria, including their job title and industry.

    12. How easy is it to get started with Mailchimp’s CRM features?

    Mailchimp’s interface is intuitive and user-friendly, making it easy for even the most technologically challenged users to get started with using it as a CRM. However, there may still be a learning curve for users who are new to using it as a CRM.

    Conclusion

    And there you have it: our complete guide to using Mailchimp as a CRM. While Mailchimp may not be the most robust CRM solution on the market, it’s an affordable and user-friendly option for businesses of all sizes.

    By using Mailchimp as your CRM, you can streamline your marketing efforts, gain valuable insights into your audience, and ultimately build better relationships with your customers.

    So, what are you waiting for? Give Mailchimp’s CRM features a try and see how they can help take your marketing to the next level!

    Disclaimer

    The information in this article is for educational and informational purposes only and is not intended as legal, financial, or professional advice. We make no guarantees or warranties regarding the accuracy, completeness, or adequacy of the information contained in this article. Your use of the information is at your own risk and you assume full responsibility for any losses or damages that may arise from your use of the information.

    Related video of Use Mailchimp as CRM: The Ultimate Guide

    Feature Benefits Drawbacks
    Centralized Customer Data – Easier to access and manage data
    – Saves time and effort
    – Limited customization options
    Segmentation – Target specific groups of customers
    – Increase engagement and conversions
    – CRM features may not be as robust as other solutions
    Detailed Customer Profiles – Gain insights into customer behavior and preferences
    – Inform marketing strategy
    – Integration options may be limited