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 the first time.
Here are some issues we have run into that we have solved with our approach:
- 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!
- 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.
- Inability to update Contacts and Leads if they unsubscribe or their email bounces – MailChimp integration does not provide a way to directly update the Email Opt Out field on the Contact or Lead. Zapier is a tool recommended to do this for you, but we ran into API limit issues with large volumes of contacts. You are also limited to the actions Zapier provides between the two applications. We review how to solve for this challenge in MailChimp to Salesforce Integration – Part 2.
- Metrics for MailChimp Campaigns are separate from other Salesforce Campaign metrics – The MailChimp package comes with a custom object called MC Campaigns which holds the metrics you want to report on. If all of your other campaign data is in the standard Salesforce Campaign object, reporting is cumbersome. Plus, what if you move to another marketing automation tool? All of your metrics are in the MailChimp package – if you uninstall the package from Salesforce all of your metrics will be gone as well. We review how to solve for this challenge in MailChimp to Salesforce Integration Part 3.
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.
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.
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!