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Using Marketing Lists + Mailchimp Integration

Ricky Cecchini
  • Updated

CloudRadial UCP's Marketing Lists feature allows you to segment and export your client contacts for targeted marketing campaigns. Whether you're using MailChimp (for direct list uploads) or another email platform, you can create custom lists based on user groups, company groups, installed products, and more.

Connecting MailChimp to CloudRadial

Before creating marketing lists, you'll want to connect your MailChimp account to CloudRadial for seamless list uploads.

  1. In CloudRadial, navigate to Partner > Settings (or click the Settings icon in the bottom right).
  2. Click on Integrations, then select MailChimp.
  3. In MailChimp, log into your account and click on your profile name in the upper right corner.
  4. Select Account, then click on Extras > API Keys.
  5. Click Create a Key at the bottom of the page to generate a new API key.
  6. Copy the newly generated API key and paste it into the CloudRadial integration field.
  7. Click Submit to sync your MailChimp account with CloudRadial.

Note: MailChimp allows you to send emails to up to 2,000 contacts for free with one list, making it a great option for MSPs looking for an email platform to integrate with CloudRadial.

Creating a Marketing List

Once MailChimp is connected (or if you plan to export manually), you can create targeted marketing lists.

  1. Navigate to Partner > Marketing in CloudRadial.
  2. Click on the Marketing Lists tab.
  3. Click the +Add button in the upper right corner.
  4. Name your list something easily identifiable (e.g., "All Clients" or "Office 365 Users").
  5. Configure your list targeting:
    • Roles: Select which types of users to include (e.g., User, Company Reporting, Company Administrator, or custom roles you've created)
    • Company Groups: Choose which company groups to pull contacts from
  6. Scroll down to configure additional filtering options (see next section).
  7. Check the box to Upload to MailChimp if you want the list automatically synced to your MailChimp account.
  8. Click Create to build your list.

Important: It's critical to set up your roles and company groups correctly, as these directly determine which contacts appear in your marketing lists.

Filtering by Installed Products

Marketing lists can be further refined by filtering based on the products and services your clients use.

When creating or editing a marketing list, you'll find two additional filtering options:

  • Installed Products: Include only contacts from companies that have specific services (pulled from the Planner columns)
  • Uninstalled Products: Include only contacts from companies that don't yet have specific services

This allows you to create targeted campaigns such as:

  • Promoting a new security service to clients who don't currently have it
  • Sending updates about Office 365 features to clients who use that service
  • Creating upsell campaigns based on service gaps

Note: These filters pull data from the Planner columns in CloudRadial, so it's important to keep your planner data up to date for accurate targeting.

You can also choose to filter for Microsoft 365 contacts only if you want to target users synced from Microsoft 365 tenants.

Viewing and Managing Your Lists

After creating a list, CloudRadial will process it and display summary information.

  1. Navigate to Partner > Marketing > Marketing Lists to view all your lists.
  2. Each list displays:
    • Total contacts: The number of people in the list
    • Unique emails: The number of unique email addresses (removes duplicates)
  3. Click on a list name to view detailed information about the contacts included.
  4. Refresh the page if you've just created a list to ensure it's fully built.

If you've connected MailChimp, you can verify the list uploaded successfully:

  1. Log into your MailChimp account.
  2. Navigate to Audience from the main menu.
  3. Look for an audience prefixed with "CloudRadial" to see your synced contacts.

Exporting Lists for Other Email Platforms

If you're not using MailChimp or want to use a different email marketing platform, you can export your lists as Excel spreadsheets.

  1. Navigate to Partner > Marketing > Marketing Lists.
  2. Click on the list you want to export.
  3. Click the Download button to export the list as an Excel spreadsheet.
  4. Upload this spreadsheet to your preferred email marketing platform as a contact list.

Most email marketing tools (Constant Contact, Mailchimp, SendGrid, etc.) support CSV or Excel imports for building contact lists.

Best Practices

  • Experiment with list segmentation: Create multiple lists targeting different client segments to deliver more relevant, personalized marketing messages.
  • Keep your data current: Regularly update your user groups, company groups, and Planner data to ensure your marketing lists remain accurate.
  • Test your lists: Before launching a major campaign, create a small test list and verify the contacts are correctly targeted.

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