We are a business directory (bloo.com.au) and work with capsule as our CRM & and freshbooks for billing and mailchimp for mail. Capsule is our central repository for our customer data but it gets it's data through an API with bloo.com.au. Can anyone advise of the best way to tag and manage these customers we have so that I can set up communication campaigns depending on the type of customer they are and also what products they have with us. Here is an example of the types of customers; Type Examples; New FREE listings Edited FREE listings New Paid Listings Product Example; basic, premium or ultimate listing (paid) website SEO SEM Is there a product that will enable a "less technical" member of my team to manage this. What is best practice here. Any help would be much appreciated.
You need to think about these auto-responders in terms of events. If you can put data up on MailChimp when an event takes place, you can manage auto-responders off of that data. Here is some additional information from their website. http://kb.mailchimp.com/article/how-do-i-create-an-autoresponder