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 2 of how to setup the MailChimp to Salesforce integration will show you how to solve the following business challenge we ran into with implementing MailChimp for Salesforce. Check out MailChimp to Salesforce Integration – Part 1 and MailChimp to Salesforce Integration – Part 3 for additional tips.

  • 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. Plus, you are limited to the actions Zapier provides between the two applications. We will use process builder to update Leads and Contacts from the MC Subscriber data syncing to Salesforce from MailChimp.

How to Instructions

Update Unsubscribes & Bounce backs in Salesforce

In this section, we are going to create a process builder that will update the Email Opt Out, Active Email Subscriber and Undeliverable Email Address checkboxes on the Lead or Contact from the MC Subscriber records created from MailChimp. The Email Opt Out field is the standard field on the Lead and Contact objects. Unfortunately, we cannot create a package for you to install because we are building on the MailChimp custom objects. Follow these steps to configure Salesforce to automate these updates.

Create the following fields on the Lead and Contact objects (if you are not using Leads, just do this for Contacts):

  • Active Email Subscriber – checkbox
  • Undeliverable Email Address – checkbox
  • Go to Setup | Process Builder in Salesforce and create a new process builder on the MC Subscriber object.
  • 1st Criteria = MC Member Status = Unsubscribed – this criteria will fire when the Member Status is changed and has a value of UnsubscribedMake sure to check the Yes checkbox under the Advanced tab!
    • Use this formula:

AND (
ISCHANGED ([MC4SF__MC_Subscriber__c].MC4SF__Member_Status__c ),
TEXT([MC4SF__MC_Subscriber__c].MC4SF__Member_Status__c) = “Unsubscribed”
)

  • Configure the Immediate Action to update the Email Opt Out = True, Active Email Subscriber = False and Undeliverable Email Address = False checkboxes on the Contact records related to the MC Subscriber record. Repeat this and add another action for Leads if you are using Leads.
  • 2nd Criteria = MC Member Status = Subscribed – this criteria will fire when the Member Status is changed and has a value of SubscribedMake sure to check the Yes checkbox under the Advanced tab!
    • Use this formula:

AND (
ISCHANGED ([MC4SF__MC_Subscriber__c].MC4SF__Member_Status__c ),
TEXT([MC4SF__MC_Subscriber__c].MC4SF__Member_Status__c) = "Subscribed"
)

  • Configure the Immediate Action to update the Email Opt Out = False, Active Email Subscriber = True and Undeliverable Email Address = False checkboxes on the Contact records related to the MC Subscriber record. Repeat this and add another action for Leads if you are using Leads.
  • 3rd Criteria = MC Member Status = Cleaned – this criteria will fire when the Member Status is changed and has a value of CleanedMake sure to check the Yes checkbox under the Advanced tab! Cleaned in MailChimp means the email address hard bounced and MailChimp will prevent these email addresses from going into future campaigns. You can archive these records in MailChimp, so they are not included in your contact count.
    • Use this formula:

AND (
ISCHANGED ([MC4SF__MC_Subscriber__c].MC4SF__Member_Status__c ),
TEXT([MC4SF__MC_Subscriber__c].MC4SF__Member_Status__c) = “Cleaned”
)

  • Configure the Immediate Action to update the Active Email Subscriber = False and Undeliverable Email Address = True checkboxes on the Contact records related to the MC Subscriber record. Repeat this and add another action for Leads if you are using Leads.
  • Click Activate – now it is time to test and make sure the process is working!

Check out the 3rd part in our MailChimp to Salesforce Integration series, where we show you how to solve some general business challenges we have run into with implementing MailChimp for Salesforce. Any comments, questions, concerns – let us know in the comments! We would love to hear from you!