Mailchimp How-tos

Mailchimp How To's for Salesforce

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Welcome to our dedicated how to section for extending the integration between Mailchimp and Salesforce. If you are a Mailchimp user, you have run into some challenges with this integration.  This section will show you how to solve common business challenges with step-by-step instructions on how to implement the solutions in Salesforce. We are excited you are here and welcome any comments and feedback on the articles.

By: Maurice Murphy | July 7, 2022

mailchimp-part-1-setup-sync-contacts

Learn how to:

  • Setup and configure the Mailchimp for Salesforce package
  • How to Map & Sync Fields on Contacts
  • How to Sync Contacts to Mailchimp
  • How to Create Segments in Mailchimp
  • How to Sync Leads & Contacts Using Salesforce Campaigns & Queries

Mailchimp to Salesforce Integration – Part 1 Read More »

By: Cheryl Fernandes | July 8, 2022

mailchimp-part-2-setup-update-unsubscribes-in-salesforce

Learn how to:

  • Create a Salesforce flow that will:
    • Update the Email Opt Out field in Salesforce when a contact unsubscribes in Mailchimp
    • Update a contact in Salesforce to show their email address bounced in Mailchimp
    • Update a contact to show their Mailchimp subscriber status

If its your first time using flow, don't worry our instructions are basic enough to help beginners.

Mailchimp to Salesforce Integration – Part 2 Read More »

By: Cheryl Fernandes | July 8, 2022

mailchimp-part-3-setup-campaign-sync

Learn how to:

  • Create a Salesforce flow that will:
    • Create a Salesforce Campaign when you send an email campaign in Mailchimp
    • Update email metrics on Salesforce Campaign records

If its your first time using flow, don't worry our instructions are basic enough to help beginners.

Mailchimp to Salesforce Integration – Part 3 Read More »

By: Cheryl Fernandes | July 8, 2022

mailchimp-part-4-update-unsubscribes-in-mailchimp

Learn how to:

  • Unsubscribe Contacts from Salesforce
  • Create a Mailchimp journey that will allow you to unsubscribe a Contact in Salesforce if you have other automations updating the Email Opt Out field.

Mailchimp to Salesforce Integration – Part 4 Read More »

By: Cheryl Fernandes | July 8, 2022

mailchimp-part-5-tag-in-mailchimp

Learn how to:

  • Create formula fields on Leads or Contacts to help you filter for the correct records to tag
  • Setup a Mailchimp query using your new formula fields that will tag new Contacts automatically and sync them to Mailchimp.

Mailchimp to Salesforce Integration – Part 5 Read More »

By: Cheryl Fernandes | July 8, 2022

mailchimp-part-6-create-campaign-members

Learn how to:

  • Create a Salesforce flow that will do the following:
    • Add Campaign Members to a Salesforce Campaign when you send them an email in Mailchimp
    • Update the Campaign Member Statuses when a contact engages with your email by opening, clicking or unsubscribing from the email.

Mailchimp to Salesforce Integration – Part 6 Read More »

By: Cheryl Fernandes | July 8, 2022

mailchimp-part-7-delete-campaign-members

Learn how to:

  • Create a Salesforce flow that will do the following:
    • Delete a campaign member from one or more campaigns when they unsubscribe from an audience in Mailchimp.

Mailchimp to Salesforce Integration – Part 7 Read More »

By: Cheryl Fernandes | June 19, 2022

how-to-setup-track-campaigns-in-salesforce

Business Problem Trade shows are back! Sales and marketing teams are furiously working to remember how we used to attend and track trade show activities. Now is a great time to take a fresh approach to how you are tracking trade show activity in Salesforce. Trade shows have many pieces to them and we need …

How to Setup Campaigns in Salesforce Read More »

Archived Articles as of July 15, 2022

By: Maurice Murphy | February 7, 2021

MailChimp-to-Salesforce-Integration-Part-1

Learn how to do the following:

  • Setup and Configure the Mailchimp for Salesforce package
  • How to Segment using Salesforce Campaigns, Tags and Mailchimp queries

We have learned a lot since writing this article and encourage you to go to our new and improved Part 1: Mailchimp to Salesforce Integration - Setup & Sync.

Mailchimp to Salesforce Integration – Part 1 Read More »

By: Cheryl Fernandes | February 8, 2021

MailChimp-to-Salesforce-Integration-Part-2

Learn how to do the following:

  • Configure a process builder to update unsubscribes and bounce backs in Salesforce

We have learned a lot since writing this article and encourage you to go to our new and improved Part 2: Mailchimp to Salesforce Integration - Update Unsubscribes in Salesforce.

Mailchimp to Salesforce Integration – Part 2 Read More »

By: Cheryl Fernandes | February 9, 2021

MailChimp-to-Salesforce-Integration-Part-3

Learn how to do the following:

  • Configure a process builder to update sync MC Campaign metrics with Salesforce Campaign metrics.

We have learned a lot since writing this article and encourage you to go to our new and improved Part 3: Mailchimp to Salesforce Integration - Campaign Sync.

Mailchimp to Salesforce Integration – Part 3 Read More »

By: Cheryl Fernandes | March 20, 2021

MailChimp-to-Salesforce-Integration-Part-4

Learn how to do the following:

  • Configure a flow to delete campaign members when they unsubscribe in Mailchimp.

We have learned a lot since writing this article and encourage you to go to our new and improved Part 7: Mailchimp to Salesforce Integration - Delete Campaign Member. This article is much more efficient in handling this business problem.

Mailchimp to Salesforce Integration – Part 4 Read More »

By: Cheryl Fernandes | December 31, 2021

MailChimp-to-Salesforce-Integration-Part-5

Learn how to do the following:

  • Configure Mailchimp queries to add tags to Contacts based on formula fields in Salesforce.

We have learned a lot since writing this article and encourage you to go to our new and improved Part 5: Mailchimp to Salesforce Integration - Tag Contacts in Mailchimp. This article is much more efficient in handling this business problem.

Mailchimp to Salesforce Integration – Part 5 Read More »

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