how to manage email subscribers in mailchimp and salesforce

by Alayna Stanton Published 2 years ago Updated 2 years ago

Full Answer

What is the Mailchimp and Salesforce integration?

The MailChimp and Salesforce integration allows you to start creating email campaigns from the leads and contacts in your Salesforce CRM. With the integration, it’s fairly easy to create list segmentations in MailChimp with synchronized Salesforce lead and contact records.

What permissions do I need to view Mailchimp data in Salesforce?

Mailchimp Users can view Mailchimp data in Salesforce. Mailchimp Admins can view Mailchimp data and use the Query Builder to build queries in Salesforce. We recommend both User and Admin permissions for anyone working with the Salesforce integration. To edit permission set assignments, follow these steps. Log in to your Salesforce account.

How do I manage subscriptions in Mailchimp?

When a subscribed contact unsubscribes from a Mailchimp audience, their subscription status appears on the Mailchimp Subscriptions page. To view this page, navigate to the Contact or Lead record, and click Manage Subscriptions in the Mailchimp Membership Visualforce page.

How do I add contacts to a list in Mailchimp for Salesforce?

Go to Member Queries located in the MailChimp for Salesforce App in the MC Setup Tab and create a New Query. Select an existing list you wish to start adding contacts to, then select Next. Under Build Filters select contact, then select the fields you would like to filter by.

How does Mailchimp integrate with Salesforce?

Turn on data sync and lead creationNavigate to the Settings tab.Toggle the Data Sync slider on.If you want to create new Salesforce leads from your Mailchimp subscribers, toggle the slider to a checkmark for Allow Mailchimp to create Leads in Salesforce.

Can Mailchimp create contacts in Salesforce?

Sync data across platforms You can also allow Mailchimp to create new leads in Salesforce for email addresses that don't match existing leads, giving your sales team more people to reach out to.

How do I change my Mailchimp account in Salesforce?

The only way to change which MailChimp account your Salesforce account is connected with is to uninstall from one account, and then reinstall in another, which I know is not always ideal.

Does send in blue integrate with Salesforce?

Salesforce + Sendinblue Integrations Zapier lets you send info between Salesforce and Sendinblue automatically—no code required. Triggers when a new outbound message is received in Salesforce. automatically do this!

What is the difference between Constant Contact and MailChimp?

And while Constant Contact offers contact list management features and email list segmentation, Mailchimp gives all users—even free accounts—access to a larger selection of Marketing CRM tools at no additional cost. Our Marketing CRM tools make it easy to segment your audience and personalize your messaging.

What are the two types of MailChimp integrations?

The Mailchimp integration comes in two parts: The regular Mailchimp integration which lets you add lists of Contacts from Capsule directly into an audience in Mailchimp. The Mailchimp Webhook Integration which is only available on the Professional and Teams plan.

How do I remove MailChimp from Salesforce?

To uninstall the application, follow these steps.In the Salesforce navigation panel, click Setup.Under Build, click Installed Packages.Next to Mailchimp for Salesforce, click Uninstall.Click Save a copy of this package's data for 48 hours after uninstall.More items...

How do you use sales in MailChimp?

How to Use MailChimp to Nurture Existing CustomersSend customers your latest content. Based on what form they completed on your website, you can even send content only to contacts that have previously shown interest in that topic.Educate them on features. ... Let them know about upcoming releases. ... Send them freebies.

Does Salesforce integrate with Constant Contact?

Our integration with Salesforce allows you to auto-sync contacts and leads data into Constant Contact to save time and send more targeted emails that get better engagement. There are three methods available for import: by Contacts List, Leads List, or Campaign List.

How do I automatically send emails in Salesforce?

If you want Salesforce to be able to send automated emails, it is not possible. You can set up an email template in salesforce and have it sent out automatically when triggered by certain events or criteria, but this is just one way that using salesforce as your email marketing tool can be beneficial for your business.

How do I integrate email with Salesforce?

0:052:47Salesforce email integration - YouTubeYouTubeStart of suggested clipEnd of suggested clipI can link this email to a related Salesforce. Record like a contact account opportunity or even aMoreI can link this email to a related Salesforce. Record like a contact account opportunity or even a custom object.

How do I integrate email into Salesforce?

Set Up Email to SalesforceFrom your personal settings, enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce.Enter your own email address in My Acceptable Email Addresses . ... Under Email Associations, select options as needed.More items...

MailChimp Integration Guide

More than 15 million people use MailChimp to design, send, and track email marketing campaigns – it's become a favorite of small businesses, in particular. Integrating MailChimp with Salesforce lets you view and manage MailChimp campaign activities and subscriber lists from Salesforce, and import Salesforce contacts to MailChimp.

MailChimp Integration with AppExchange

Third-Party Integrations

Zapier is a powerful tool for integrating nearly any online service with another online service. It can be used to integrate multiple systems using powerful rules and filters. MailChimp to Salesforce integrations are listed here.

See how Salesforce can grow your business

Discover how Salesforce is committed to your success. Learn how we can help you find, win, and keep customers to grow.

What is person account in Salesforce?

Person accounts are a hybrid of contacts and accounts within Salesforce, so each person account is a separate contact and account record. Unlike other accounts in Salesforce, which are designed for business to business, person accounts are for companies that use a business-to-consumer model. Person accounts are supported for use with ...

What is validation rule in Salesforce?

Validation Rules are requirements for field data. These rules need particular fields to be filled in order to save changes, need particular ranges of numerical values, or need particular date ranges for the field to be saved. Validation Rules are set separately for contacts and leads within Salesforce.

Can you add subscribers to Mailchimp groups?

Groups can't be created in Salesforce, and must be created in your Mailchimp account.

Sync data across platforms

This free integration will sync all of your Mailchimp subscribers into Salesforce and link them to existing contacts and leads in your CRM, creating a shared view across platforms. You can also allow Mailchimp to create new leads in Salesforce for email addresses that don’t match existing leads, giving your sales team more people to reach out to.

Give your team insight into marketing engagement

Enabling data sync will update Salesforce contacts and leads with Mailchimp campaign activity each night, so your sales team can better understand how their leads are engaging with marketing—right within their CRM.

Market to your leads more effectively

Seamlessly pass your Salesforce leads and contacts into Mailchimp so you can target them with Mailchimp’s full suite of marketing tools, including specialized email content, ads, postcards, and more. Enabling data sync will update Mailchimp with Salesforce data hourly, so you can have all of your CRM insights at your fingertips.

Customize to meet your needs

Customize the app to display Mailchimp data directly in Salesforce, and grant team members access to key features. Then, quickly view subscriber activity and campaign statistics with customized page layouts.

Before you start

Make sure you've successfully connected and set up the Salesforce integration.

Customize page layouts

To display Mailchimp data in Salesforce, like campaign activity, subscription status, and subscriber profile information, click and drag custom components to different sections of your Lead and Contact Layouts.

Next steps

After you connect and customize the Salesforce integration, you can use the Query Builder to add leads and contacts as subscribers in Mailchimp and update Mailchimp subscriber information.

What is Mailchimp

MailChimp is the world’s largest marketing automation platform. It helps millions of small businesses send various email campaigns and generate new leads. On top of that, due to it, you can create beautiful email templates, digital ads, social media posts, postcards, set up drip campaigns, run A/B tests, create, and much more.

What You Should Know Before You Start MailChimp Salesforce Integration Project

Prior to synching Mailchimp with Salesforce, you need to consider several aspects of this integration like:

Mailchimp vs Salesforce Marketing Cloud

As a Mailchimp alternative, Salesforce Marketing Cloud is designed with a marketer in mind. Unlike Mailchimp that can be a good fit for startups and small businesses, Salesforce Marketing Cloud serves better for larger field sales organizations with more intricated sales & marketing strategies.

How to Integrate Mailchimp with Salesforce

Our CEO Wes Snow recorded a two-minute video where he shows how AscendixRE Land and MailChimp integrate. For those on the AscendixRE platform, this integration is exactly the same.

How to Add New Field Values

You can add, rename the values in your Relationship type field. This might help you better segment your mailing lists and increase the efficiency of email campaigns.

How to Update Field Mappings

Although we used Member Queries to help us import contacts into MailChimp, don’t forget to update your Field Mappings!

How to Delete Contact from Your List

To delete the contact from your list, simply change the field value in your AscendixRE/Land and wait 24 hours or your next sync cycle for those changes to appear within MailChimp.

What the MailChimp Integration App Does

It will allows Salesforce to be the 'single source of the truth' without creating data silos in both tools;

What the MailChimp Integration App Does Not Do

It will NOT synchronize an Email Opt-Out from a MailChimp unsubscribe back into the Salesforce Contact record;

What You Should Do

Create ONE audience in Mailchimp and leverage the segmentation tools to market to target audiences; when building new MailChimp Campaigns you can target to separate segments;

Terminology

As the words Contact, Subscribers and Campaigns are used in Salesforce and in Mailchimp, I will always use the term MC Campaigns, MC Subscribers, SF Contacts and SF Campaigns to distinguish them.

What Mailchimp for Salesforce can't do

Check the Email Opt Out field in SF if the MC Subscriber unsubscribes in MC. See Example Process - Mailchimp Unsubscribe for a way to do this with Process Builder.

Contacts and Leads

These screen shots show the SF Contacts Record. The SF Lead is set up the same.

Queries

This is where the real power of Mailchimp comes in. You can sync any SF Contacts or SF Leads meeting any criteria, or SF Campaign Members to MC automatically. Eg you could

Data Flow

Person comes to your website, enters their details to subscribe to your marketing list (and groups if they are implemented).

Tips

The MC Subscriber record in Salesforce contains the email Address of the Subscriber. When you do a general search in SF for that email address the MC Subscriber record is not found in the search.

Warnings

Be careful installing this or Campaign Monitor into an org that is tight on data storage. Or clean up your lists in Mailchimp before setting this up.