This CxMailChimp module will only work in combination with a payed MailChimp account.
If you do not yet have a MailChimp account then you can register here or login to Mailchimp.
To simplify this article we speak of 'Candidates' here.
However, the method is the same for contacts to a campaign.

It is possible you receive an error in Carerix that the Key doesn't have the necessary rights. In that case:

MailChimp requires that the "From" address uses a verified domain.

If you haven't verified the domain in MailChimp yet, you will receive an error notification that holds a link to the instructions how to verify it.

Verification assures that you have access to email address that you are trying to send campaign from.

 In general, the flow is as follows:

solution  :  Please contact your administrator, check if you have rights (Userrole) for menu "Campaigns"

The mailchimp tab is possibly not available for your userrole. It can be made visible per userrole.
Have your administrator find the document template called 'Mailchimp' and check which userroles the template is available for. 

solution  : Please relogin and try again

The method is similar to a regular campaign:

Note: New MailChimp Campaign not visible?
When you created a new MailChimp campaign and it's not on the list of available campaigns?
Please re-login with CTRL+ F5.

After you've added "Contacts/Candidates", go back to your campaign details and choose "Contacts" or "Candidates" tab.
The recpients you've selected appear in Campaigns, Candidates tab, the candidate information has been used to fill-in the Campaign.
At this point your MailChimp campaign is ready to be sent.

When you have activated MailChimp and successfully initialized your app, you can start creating and sending or scheduling you campaign.

Assuming you already have created Campaign of type MailChimp in Carerix and you have added several Contacts/Candidates to it. 

Prepare a template in your MailChimp.
You must have at least one prepared template in your MailChimp only then you will be able to use the MailChimp functionality

After sending the campaign with MailChimp, in Carerix there will be shown a "Reports for Campaign"

After clicking "Create and send" the text Pending action stays pending in the screen...

Make sure that you are login into MailChimp, click "Create and Schedule" again

After you have chosen a date and time and click the blue "Create and schedule" button,
The flow will be the same as with "Create and send" button, but instead of sending directly, the campaign will be scheduled.
You will see Scheduling information instead of the "Reports" screen.

Both this flows include three step process: 

A campaign that is not ready cannot be sent or scheduled.

This might happen because of various reasons, and the most common ones are non-complete template and failed domain verification.
If it's the case and your 'MailChimp Campaign' was created but not sent/scheduled, you might want to delete MailChimp campaign and start over.

After a 'MailChimp Campaign' was created, it's not possible to change selected template, so you'll have to delete already created 'MailChimp Campaign' before selecting another one.

When a user unsibscribes from the received mailing, the unsubscribed user is added to a specific 'MailChimp opt-out' group.
The 'MailChimp opt-out' group has a specific tag, named 'NoMailChimpMailingsTag' that's used to identify this group among others. This tag and groups will be added automatically to your system as part of the activation.

When a contact or candidate are members of 'MailChimp opt-out' group, they will not be processed by 'MailChimp Campaign', even if they're added as subscribers.
'MailChimp' integration app sees them as 'MailChimp opt-out' users and will not take them into account.

Candidates who are in the "NoMailing group" in Carerix aren't excluded from the MailChimp Campaign.

To exclude them form MailChimp as well you can add them to the "MailChimp opt-out" group.

MailChimp integration provides three integrated functionalities:

These updates are done by CrOn. That's done per each MailChimp campaign using the following logic:

That approach is meant to reduce API calls, so that MailChimp will not consider it as abusive behavior.

There are five types of MailChimp events tracked: sent, bounced, opened, clicked and unsubscribed.

Every activity has campaign id, and title for your convenience.
Each of these events represent respective activity in MailChimp reports. Thus, every activity, that's present in MailChimp is duplicated in activities tab, in campaign details. 

'Sent' activities and statuses are created as soon as your MailChimp Campaign status becomes 'sent'(see Updating MailChimp Campaign Status), while others are parsed from reports provided from MailChimp.

Also, every activity is connected to respective contact/candidate, which means you can see these activities in contact/candidate details Activities tab.

There are five statuses for MailChimp Campaign users in order of importance: sent, bounced, opened, clicked and unsubscribed. Every user can have only one status.

The status, which is considered more important overwrites previous.
E.g. user has opened email, then clicked a link, then opened email once again - in this case we won't change status back to opened, because the user will have already more important status set - clicked.

The most important status is 'unsubscribed'.

When a user unsibscribes from received email, that means user unsubscribed from our "Carerix Users MailChimp Master List" in MailChimp. 

That event is tracked as an activity and status change as described above, but moreover, the unsubscribed user is added to specific "MailChimp opt-out group". The "MailChimp opt-out group" has a specific tag, named "NoMailChimpMailingsTag'" that's used to identify this group among others. This tag and groups will be added automatically to your system as part of the activation. 

Opt-out users are Contacts or Candidates that belong to MailChimp opt-out group. These users can be added to Campaign, but they will not be processed. MailChimp integration app checks each Contact or Candidate if it belongs to MailChimp opt-out group, if so it's ignored and not processed, otherwise it's added or updated to MailChimp as a subscriber.

Any contact or candidate can be added to this group, but they're also added to this group as soon as they unsubscribe from any campaign that was created using Carerix.
You can filter out those opted-out users by adding search line like this:

Thus, when a contact or candidate are members of MailChimp opt-out group, they will not be processed by MailChimp campaign, event if they're added as subscribers to camapign. 

MailChimp integration app sees them as 'MailChimp opt-out' users and will not take them into account.

Integrated process of sending/scheduling campaign has several steps:

MailChimp does not allow sending campaign that are not ready. That means there can be situations when you already have related campaign created in MailChimp, but is was not sent/scheduled.

In this case you'll see following message below template selection

You might also notice that template selection buttons are disabled. That's because MailChimp does not allow to change campaign content, after it was created. In this case you can click 'Delete campaign' and related MailChimp campaign will be deleted. Then you'll be able to start the flow from 

'MailChimp' integration provides three integrated functionalities:

These updates are done automatically. That's done per each 'MailChimp Campaign' using the following logic:

That approach is meant to reduce API calls, so that MailChimp will not consider it as abusive behavior.

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Keywords: UD-2165
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