Business Problem
Mailchimp is a great tool for people who are just starting out with email marketing and they currently use Salesforce as their CRM. We have done several implementations of Mailchimp and Salesforce and wanted to provide you with our best practice approach of how to set it up right the first time.
This is Part 1 of how to setup the Mailchimp to Salesforce integration where we will show you how to solve the following business challenges we ran into while implementing Mailchimp for Salesforce. Check out our Mailchimp How To section for additional tips on how to extend this integration.
- Integration User between Mailchimp and Salesforce cannot be changed – this is a big one! We setup the integration with our user and then tried to change it over to our customer’s user and couldn’t without uninstalling the entire Mailchimp package from Salesforce. No bueno!
- How to segment in Mailchimp using data from Contact fields - we will show you how to map fields and sync data between Mailchimp and Salesforce so you can use these fields for segmenting people in Mailchimp.
- Limitations with segmenting audience in Mailchimp – a Salesforce CRM usually has a ton of custom fields on Leads, Contacts and other objects that we want to use to segment our lists. Doing this in Mailchimp is difficult or impossible because you have to create the fields and sync the data. Follow the instructions below to setup Salesforce and Mailchimp so you can segment using reports in Salesforce.
Please Note
Please note (as of Dec 2020): This integration user cannot be changed without uninstalling the entire Mailchimp package from Salesforce. This was a hard lesson for us to learn from Mailchimp support. If you want to use a dedicated user in Salesforce for this integration, make sure to login as that user to link the Mailchimp account in this step.
How to Instructions
Configure Mailchimp App in Salesforce & Map Fields
This article will explain how we recommend setting up the integration between Salesforce and Mailchimp, so you do not run into any of the above issues and what gotchas to look out for.
This blog assumes you have successfully installed the Mailchimp for Salesforce Integration from the App exchange but if not, check out the Mailchimp documentation here.
- Go to the Mailchimp for Salesforce app and click on the MC Setup tab. Click Login and enter your Mailchimp account credentials.
- Click the Allow button
- You can choose to Allow Mailchimp to create Leads in Salesforce. For this example, we are going to leave this box unchecked and we will click I am Ready to Map Fields.
- Confirm First Name and Last Name fields are mapped for both Leads and Contacts.
- If you have fields you are using in your email templates as field merges or have fields needed to segment in MailChimp, you will need to add them in the Add a new audience field section.
- If you do not need to add fields, click Save.
- In our example, we have checkboxes on the Contact record that indicate what the person is subscribed for. We are going to add those in the Add a new audience field section. If your field is a checkbox field in Salesforce, choose Field type = Text. Enter the field name and click Add Field.
- If you make a mistake, here are instructions on how to delete the field in MailChimp. It's not easy to find!
- Now you will see the field in the Mappings section. Select the Lead and Contact fields that map to this new field.
- Now you should see a screen like this. We have one Audience setup in Mailchimp.
- Per their audience best practice explained here, we will keep one audience and use our custom fields or tags to segment the Audience in Mailchimp.
Sync Leads & Contacts to Mailchimp
There are a variety of ways you can choose to sync your leads and contacts to Mailchimp and it all depends on your approach to email marketing. If all of the data you need for segmentation exists on the Lead and Contact objects, you may opt to sync everyone to Mailchimp and segment there. Keep in mind, there is a 30 field limit in MailChimp. If you have Mailchimp Premium plan, you can map up to 80 fields.
If your data exists in custom objects and you need to segment in Salesforce, you may opt to add people to Campaigns in Salesforce first - if this is you, make sure to review the next section called How to Sync Leads & Contacts Using Salesforce Campaigns & Queries.
- Go to the MC Setup Tab in Salesforce | Member Queries | New Query
- Select the Audience | Next
- Select the object and add fields to filter which records you want to sync over.
- In our example, we want to sync all Contacts in Salesforce that have Deceased = False and Do Not Contact = False. These fields are both checkboxes on the Contact record in Salesforce.
- Please note: The filter criteria does not allow OR's between the criteria. If you need more flexibility, create a formula field on the Contact to help you query for the correct records. See Mailchimp to Salesforce Integration - Part 5 for instructions.
- Preview query results screen will show a preview of the records that you will sync to Mailchimp. If everything looks good, click Next
- Name your query, update the Run daily at and click Save and run. You should choose to run this query daily in this scenario since we are syncing all contacts with certain criteria from Salesforce to Mailchimp. This way any newly added records will be synced over automatically.
- After the sync is complete, login to Mailchimp to confirm the subscribers were added and you should see the custom fields you added in the Profile Information section on the Subscriber's page.
Create Segments in Mailchimp Using Mapped Fields
- Now you are ready to create Segments in MailChimp using your custom fields. Go to Audience | Segments | Create Segment
- Add the fields you want to filter for in this Segement. We are creating a segment with all of our Confirmed Bequestors, so we are looking for Confirmed Bequestor = true. Confirmed Bequestor is a checkbox field on the Contact in Salesforce.
- Click Preview Segment to see the members.
- Click Save Segment if the list looks good.
- Name the Segment and click Save
Now when you edit the recipients for an email in Mailchimp, you will be able to select this segment to send the email to.
How to Sync Leads & Contacts Using Salesforce Campaigns & Queries
- Create a new Campaign record in Salesforce to hold the people who you want to receive the Mailchimp email. We like to use a naming convention when naming campaigns - Year + Specific Name of Initiative + Type of Campaign. If you are not able to create a Campaign, check your user profile and make sure the Marketing User checkbox is checked.
- Next, you will need to add the Leads and Contacts to the Campaign. There are many ways you can accomplish this, we are going to use a Salesforce report. In this example, we are adding all Contacts with an email address and who are not opted out of receiving emails from us. We created a Contacts & Accounts report with the following filters: Email is not blank AND Email Opt Out = False. Save and Run your report.
- Click the dropdown arrow next to Edit and click Add to Campaign. If you have different sets of filter criteria, you can just repeat this process for each report.
- Search for the Campaign you created above and click Submit. You will then see this message: Adding members to …
- Once you receive the confirmation email, you can verify the people were added to your Campaign by checking the Leads in Campaign and Contacts in Campaign fields.
- Go back to the MC Setup tab and click the Member Queries tab. Click New Query.
- Select Audience - remember it is best practice to only have one audience setup in Mailchimp.
- Click Create a new Tag and enter the name of the Tag. Click Add and click Next. We are making the name of the Tag the exact same as the name of the Campaign on purpose. This will help us keep track of which tags in Mailchimp go with which campaigns in Salesforce.
- Click the checkbox next to Campaign Members. Enter the name of the Campaign in the first filter called Campaign Name. Click Next. While it is not best practice to filter using a text field, the names of all of your Salesforce Campaigns should be unique and should follow a naming convention.
- Preview query results screen will show a preview of the records that you will sync to Mailchimp. If everything looks good, click Next
- Name your query the same name as the Campaign and the Tag to keep things consistent. Click Save and run. In this example, we are not going to schedule the query to run. You can choose to run this query daily if you have a campaign where you want Salesforce to continually add new people to Mailchimp when they meet the filter criteria.
- The sync will begin, you can refresh the page until you see Last Status = Success
- Go to the Settings tab and enable Data Sync
- Now we are ready to send our email from Mailchimp. Create an email template and then create a Campaign in Mailchimp.
- Click the Edit Recipients button
- Click the dropdown arrow next to Segment or Tag and select the new Tag you created from Salesforce. Click Save. Finish configuring the rest of the email and you are all set!
Check out the 2nd part in our Mailchimp to Salesforce Integration series, where we show you how we used process builder to update the unsubscribes and bounce backs in Salesforce from the MC Subscriber data without using a 3rd party tool. Any comments, questions, concerns - let us know in the comments! We would love to hear from you!
Any comments, questions, concerns – let us know in the comments! We would love to hear from you!
