Insights
Name 3 things that are being measured on our MSI Cases Dashboard.
When should Jim NOT receive MailChimp-related questions?
General, How-to questions (specific issues only).
True/False: When faced with a How-To question, you go to Jim.
False. Only go to him for issues!
In which module can you find Active Customers?
The Address Book.
True or False: MailChimp can sync up to three lists.
FALSE: You can only sync with 1!
True/False: For the new release, you have to uninstall the Outlook integration if you have an older Outlook integration?
True.
What is a widget?
A dynamic visualization of data, located on a Dashboard.
What is one of the first steps that needs to be done to allow a subscriber to be synced with a Company in Maximizer?
Create a Company Audience Merge Field in MailChimp.
What version of Outlook do the customer's need in order to use the integration?
Outlook 2010 or higher.
How do you know if a filter is applied to a dashboard vs. a widget?
Dashboard filters are always to the right, whereas widget filters are within the widget editor.
What is the new feature that has been developed for the MailChimp integration (as mentioned in Teja's video)?
Allows a user who has created a record in MailChimp to sync it as a Contact within Maximizer, with a Company relationship.
For the new release, why do you have to uninstall the Outlook integration if you are moving computers?
This will assure that when your old computer gets turned on that it doesn’t sync and cause duplicates in your calendar as by then you will be syncing 2 devices instead of 1
When looking for data for Maintenance customers, do you use Fields on the Company Level or the Contact Level?
The Company Level.
How do you generate an API key when integrating with MailChimp?
On MailChimp: Account > Extras > API Keys Screen
Name two of the four commands that you are prompted with when installing the Outlook integration.
“Include all attachments when saving emails”, “Confirm when saving emails”, “Confirm when creating Contact", “Confirm when sending emails"