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Written by Support
Updated over a week ago

September 17, 2013

UPDATED March 1, 2020

To set up an Auto Responder you must first create an account with the Auto Responder that you have selected.Log onto the auto responder website and follow their directions to get the API credentials that you will use to input into the CRM platform. For information on how to set that up click here 

To configure  MailChimp into your CRM instance, you will go to Settings>Providers and  under ACTIONS select Add New Provider Profile.Select the type = AutoResponder and select MailChimp from the drop down.Fill out the required parameters which are outlined below and click “Save”.

For more information on this AutoResponder click here

Now a new window will open up asking you for the following MailChimp parameters:

Username – This is provided by MailChimp.
Password- This is provided by MailChimp.
API Key- This was created by you on the provider account.
Alias – Create an alias for internal purposes only. This alias will help you organize among multiple providers in the future since you may have multiple MailChimp accounts within our system. 


On the second tab you can configure custom fields that once configured will be added to the information sent out to Mail Chimp.

Add the List IDs to your Campaign: When creating or editing your campaign, you will see at the very bottom of the page the option to enable an Auto Responder to your campaign. Once you select an Auto Responder two more fields will appear: Prospect Id and Customer Id, you will enter the List Id’s that were provided to you once your Lists were created in your auto responderterminal.

NOTE: Please note that this is a standard auto responder integration, so only customer and prospect information will be sent such as First Name, Last Name, Email and Phone number.

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