Using a mailing to track emails sent via MailChimp or Constant Contact
In this article:
- Create a mailing
- Select your email recipients
- Copy the content into the email
- Name your mailing
- Mark your mailing "Sent"
Once you send an email from MailChimp or Constant Contact, you may want to record a copy of it in your LGL account. This article explains a way to achieve that, but first we would like to point out that in many cases it is not advisable.
Your LGL account is designed to help you manage individual and personalized relationships. Saving copies of every general monthly email that someone received, which also went in identical form to hundreds of other recipients, does not add much value in nurturing that relationship. Generally speaking, looking at the mailing list you used to create your email can show you who received it.
However, in cases where you need to store a copy of your MailChimp or Constant Contact mailing in each recipient's LGL record, here's how to do it:
Create a mailing
This will be a dummy mailing. Note that you aren't ever going to send this mail. It will simply give you a way to save the email to the recipients' records for tracking purposes.
Select your email recipients
In the mailing, search for the recipients who received your email blast. For example, if your email went to your top 100 donors, select that same list here.
Also, uncheck the Exclude "Do not mail" and Exclude invalid addresses boxes. Those settings have to do with physical mailing restrictions, not email restrictions.
Copy the contents of the email into the mailing
Copy and paste the content from your newsletter into the Editor window. The formatting probably won't be perfect, but this mailing won't go out to anyone, so that shouldn't matter too much.
Name your mailing
Choose a name for your dummy mailing.
Mark your mailing "Sent"
Confirm and save your mailing, and then mark it as "Sent" (without ever printing anything or sending anything, of course).
Keep in mind that the recipient list for this dummy mailing might not match the list of people who actually received the email you sent from MailChimp or Constant Contact. These situations can cause this to occur:
- They might be unsubscribed from your email list
- The email might have bounced (undeliverable)
In addition, if you have the LGL Direct Email integration turned on, you might be tempted to use the Send email option as a way of creating your dummy mailing. We strongly discourage this, because it would be too easy to accidentally click Send and actually send that email blast out to everyone. Using the physical mail merge prevents any accidental sends.