Crimson Feature of the Month: Email Integrations
A frequently-requested feature, the Crimson platform now integrates with Mail Chimp 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.
4. A list of available integrations with Crimson will appear. Select which email integration you want to set up:
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.
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.
7. Once the integration is successfully authorized, you can start setting up email lists.
How to Upload a List
3. Select “Create Email List” from the available options.
4. Select the email integration you want to use to create the new list.
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.
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.
8. Once saved, the Crimson Email Integration Service will queue the list to upload the email list to the selected integration.
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.
4. Select the email integration you want to update.
7. Select the list you want to edit: