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Set up

Chimpegration User Guide (BBCRM and Altru)

  • Overview
  • Export to Mailchimp
    • Creating an Ad Hoc (one off) Export
    • Creating a Scheduled Export
  • Import from Mailchimp
    • Creating an Ad Hoc (one off) Import
    • Creating a Scheduled Import
    • Creating a Realtime Import
  • Add a Campaign Management Process
    • Adding an ad hoc (one off) process
    • Adding a scheduled process
    • Adding a realtime process
    • Processing options
  • View Results Report
  • Set up
  • Authentication
    • Altru Authentication
    • BBCRM Authentication
  • Settings
    • Authorization
    • Settings
    • Manage Templates
    • Billing
    • Billing Notifications
    • Activity Log
  • Getting Started
    • Fields to Review or Create
    • Trial Recommendations
  1. Home
  2. Docs
  3. Chimpegration User Guide (BBCRM and Altru)
  4. Set up

Set up

There are a few steps to set up Chimpegration Cloud

  • Open your dashboard for Altru
    OR
  • Open your dashboard for BBCRM
  • Login to Chimpegration Cloud with your Zeidzone account details
  • Authenticate with your database
  • Configure your settings
  • You may also wish to review our ‘getting started recommendations‘
Updated on 11th May 2022

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