Create a Mailchimp campaign with data from Vertec
Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Here’s what to do if you want to use Vertec data for a Mailchimp campaign.
Column | Expression |
---|---|
E-mail address | standardemail |
salutation | salutation |
complimentary close | Complimentary close |
Company name | if self.oclIsTypeOf(Company) then name else if self.oclIsTypeOf(Contact) then self.oclAsType(Contact).company.name else '' endif endif |
Address Layout | address text |
Vertec customers who use Mailchimp for their email campaigns export the addresses up-to-date in Vertec to Mailchimp for each campaign as described above. The back-processing is done manually in Vertec, there is no automatic data reconciliation.