Once
you have successfully downloaded and installed the E-Marketing sync installer,
an entry for Legrand Campaign Sync
will appear in your All Programs menu.
-
Launch
the Legrand Campaign Sync
-
Click
on the +New Connection button.
-
Fill
in the details of your Legrand CRM SQL database (the details are the same as
those used by your Legrand CRM client), and click Test.
You should see the following screen. If it fails, please double check with your IT Administrator that the details you inputted are correct.
- Click
on the Save button and you will be
moved to the marketing provider screen:
-
Select
the appropriate provider, type a connection name (please use only letters and /
or numbers in the name) and click the Use
Selected Marketing Provider button. You will returned to the main screen
with a new connection available. You can continue to set up further connections
if you have more than one database or wish to sync with multiple marketing
campaign managers.
- At
the main screen, select the connection and click on the Connect icon.
- You
will now be presented with the MailChimp login screen. Please login using your
MailChimp account details.
Congratulations! Legrand CRM and your MailChimp
account are now successfully connected.