Feature of the Month: Email Integrations

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Feature of the Month: Email Integrations

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Crimson Feature of the Month: Email Integrations | CMDI.com

Among the new features released this month, Crimson now integrates with Mailchimp and Constant Contact. This integration authorizes Crimson to push a list of subscribers to either email system using segmentation filters under People Search. There are multiple parts to this feature:

1. Setting up the integration
2. Uploading a List
3. Editing a “Periodic” List

Setting Up the Integration

Please note that only Project Admin users in Crimson can add an integration.

1. From the main dashboard, click on the icon for My Account at the top of the page. Select Account.

Crimson Feature of the Month: Email Integration | CMDI.com

2. Click on the button in the top-right corner.

3. The information for your organization will appear. Scroll to the bottom and click on the button.

Crimson Feature of the Month: Email Integration | CMDI.com

4. A list of available integrations with Crimson will appear. Select which email integration you want to set up:

Crimson Feature of the Month: Email Integration | CMDI.com

Crimson Feature of the Month: Email Integration | CMDI.com

5. If the integration has already been set up, you will see it listed.
Note: This is also where you can edit or update an integration.

Crimson Feature of the Month: Email Integration | CMDI.com

6. If the integration has not been set up, a new browser tab will open and ask you either log into Mailchimp or Constant Contact.

Crimson Feature of the Month: Email Integration | CMDI.com  Crimson Feature of the Month: Email Integration | CMDI.com

7. Once the integration is successfully authorized, you can start setting up email lists.

How to Upload a List

1. Open People Search and run the query with the preferred filters. Select Run Button.

2. From the Search results, scroll to the bottom of the page and select the Crimson Feature of the Month: Email Integration | CMDI.com button, which is located on the bottom left.

Crimson Feature of the Month: Email Integrations | CMDI.com

3. Select “Create Email List” from the available options.

Crimson Feature of the Month: Email Integrations | CMDI.com

4. Select the email integration you want to use to create the new list.

Crimson Feature of the Month: Email Integrations | CMDI.com

5. Name the list and select the appropriate options:

One-time: Will only pull emails from this list once
Periodic: Will set up a reoccurring time to update the list based on the selected search filters.

Crimson Feature of the Month: Email Integrations | CMDI.com

6. If Periodic is selected, you can set the preferred interval of days, hours or minutes. If no interval is selected, it will default to every 12 hours.

Crimson Feature of the Month: Email Integrations | CMDI.com

7. Click Save Button when done.

8. Once saved, the Crimson Email Integration Service will queue the list to upload the email list to the selected integration.

Crimson Feature of the Month: Email Integrations | CMDI.com

9. When the upload is completed, you will receive a Crimson Confirmation Notification. At that point, the new subscriber email list should appear in the selected email platform.

How to Edit a “Periodic” List

If you selected “Periodic” when adding the list to your email platform, it can be managed from the same settings that were used for setting up the integration.

1. From the main dashboard, click on My Accounts and select Account.

Crimson Feature of the Month: Email Integration | CMDI.com

2. Click on the button that appears in the top right corner of the new window.

3. The Organization Information will appear. Click on at the bottom of the page.

4. Select the email integration you want to update.

5. Click on the button with the Edit Icon icon.

Crimson Feature of the Month: Email Integration | CMDI.com
6. Click the Email Lists Button  button. All lists set up with periodic syncing list will appear.

Crimson Feature of the Month: Email Integrations | CMDI.com
7. Select the list you want to edit:

• Click to update the list.
• Click to delete the list.

Crimson Feature of the Month: Email Integrations | CMDI.com

8. Make the needed edits and select .

Crimson Feature of the Month: Email Integrations | CMDI.com