CRM audit · Mailchimp
A CRM audit for Mailchimp
Mailchimp is where a lot of programmes start, and where a lot of them stay much as they were on day one. The audit shows you what yours is doing now, and whether the fix is the plan or the platform.
Where Mailchimp programmes drift
- Several audiences with the same people in each, so some customers get the same campaign twice.
- Tags, groups and segments all doing the same job, in different ways.
- A welcome journey built years ago, still introducing a range you no longer sell.
- Merge tags that greet people with “Hi ,” when a field is empty.
- Every campaign going to the whole audience, because segmenting felt like a lot of work.
- A feeling you've outgrown it. Worth knowing whether that's the platform or the plan.
What the audit looks at in Mailchimp
- Customer Journeys
- Every live journey and automation: what starts it, who enters, and what happens when people don't do the thing you wanted.
- Audiences and tags
- How your audiences, groups, tags and segments are set up, and whether they still match how customers behave.
- Campaigns
- Who gets what, how often, and whether each campaign has a reason to go to the people it goes to.
- Data
- What comes in from your shop or your other tools, what you use, and what's missing that would change what you send.
- Whether to move
- If you're thinking of leaving Mailchimp: what's worth taking with you, and whether a new platform would fix the problem or just move it.
How it works
We usually work inside your Mailchimp account, with access agreed up front, or alongside your team if you'd rather they made the changes.
If a move is on the cards, I've led one in-house, from Mailchimp to Emarsys at Berry Bros. & Rudd.