Are you making use of Mailchimp to send out emails and customer journeys with your contacts, subscribers, and fans to be able to manage and track them?
How about integrating it with Salesforce to help you manage tasks and customer relationships?
Integration is super easy when done via SyncApps!
A typical flow: Mailchimp for Salesforce
When a Campaign is created in Salesforce and synced to Mailchimp, it creates a Group of campaign members. However, when any Mailchimp Email Campaign is sent to the Audience or Group, that Email flows back from Mailchimp to Salesforce, and a new Salesforce Campaign gets created in Salesforce with the metrics such as Opens, Clicks, Bounces, and URLs Clicked.
This is how we capture all your marketing metrics from Mailchimp to Salesforce, yours to keep forever to slice and dice in Salesforce.
See how the #1 Top rated Salesforce partner implements this integration today!
It is this new Salesforce Campaign where the campaign member metrics sync not back to the original campaign synced from Salesforce, which created the Mailchimp Group.
"Campaign" is used differently in Mailchimp and Salesforce. In Mailchimp, the term "Campaign" is an email, while in Salesforce, "Campaign" is a defined group to which people can be added and removed based on marketing preference.
Attaching email metrics to the original Salesforce Campaign doesn't make integration sense. SyncApps creates a new unique tracking Salesforce Campaign that corresponds to the Mailchimp Email Campaign recipients.
There are two different features, namely using Salesforce Campaigns as an Audience (Mailchimp Group(s) or Tags integration) for segmentation and "Want to track the Marketing Metrics such as Opens, Clicks, Bounces back to Salesforce from your Mailchimp Campaign(s)? Select this feature" to Salesforce campaigns.
Since creating more than one Mailchimp Campaign for each Segment/Group is possible, the former was decided to be created for each Mailchimp Campaign to store marketing metrics. Also, it is more precise than the latter.
You can do this to test:
Option A: Using your Salesforce Campaigns to create Mailchimp Groups
Each selected Salesforce Campaign will be created as a Group or Tag under your Mailchimp Audience > "My Groups" Group category, which SyncApps will automatically create > Groups.
Now, this is, of course, just for testing. In real life, you can allow SyncApps to sync all Active Campaigns in Salesforce to Mailchimp Groups or Tags automatically without selecting any specific Salesforce Campaigns in Step 1 of your Set Up.
In Salesforce, could you create a test record (If needed), like your personal email address, so that you can send a test newsletter from Mailchimp and add that Contact or Lead to a Salesforce Campaign? Or you may add a few records to which you want to send newsletters.
Use the native email address field, which is the basis for SyncApps for records creations and updates. Other email address fields are not supported unless you use the "Preferred" field for an email address like the Salesforce NPSP Edition.
Next, create a Salesforce Campaign by tapping your account's "Campaigns" tab. If this does not show, you must add a Campaigns Tab to your Salesforce navigation.
Enter a test Campaign that you want to create a Mailchimp Group. Make sure to also mark it as "Active" so it will be exposed as one of the options in Step 1 of the integration Set Up in SyncApps.
Once this is created, add the test record(s) to your test Campaign.
Option B: Using Filtering and Segmentation in Step 4 for Group or Tag Segmentation in Mailchimp
If you don't have a Campaign feature in Salesforce or your organization does not use Campaigns in Salesforce, then this is another workaround for segmenting the records in Mailchimp.
This also works the same way to segment your Salesforce records to Mailchimp as we automatically create a Group or Tag in Mailchimp.
The vast difference is that you do not need to create a Campaign in Salesforce manually; you'll need to specify a Contact or Lead field that can be a basis for filtering specific records to be synced to Mailchimp.
Our Step 4 feature saves tons of time and automatically automates the Salesforce to Mailchimp segmentation each time the integration runs.
Check out our deep dive guide below.
You can either use an existing Audience or a new test Audience. For the new test Audience, you can manually create it in Mailchimp because this will be used for the integration in SyncApps.
Why do we need a Main Audience?
We must define the Main Audience because Mailchimp needs it to create, update, and remove records using its API.
Let's Get Started!
Login to your SyncApps account and tap the "Set Ups" Tab located at the left-hand panel of the screen below the "Dashboard," then tap the "Create new Integration" or "Create new Set Up" button.
Enter the Set Up name and any names you prefer to indicate what this is Set Up for. Type in "Salesforce to Mailchimp," and tap the icon for "Salesforce to Mailchimp," tap the "Create New Set Up" button. This will then lead you to Step 1 of the setup.
What is a Set Up? It is another name for integration to make it simple.
Step 1: Salesforce
In Step 1 of the Set Up setup, select "Oauth2" as the Authentication type, then tap "Authorize Salesforce Account."
Our Salesforce integrations work with Developer, Professional, Enterprise, and Unlimited Editions. For Professional Edition, you may need to request API access from your Salesforce sales representative. Lightning Developer, Lightning Professional, Lightning Enterprise, and Lightning Unlimited are supported.
We also support Nonprofit Success Pack, Apto, Navatar, Propertybase, and many others running on the Salesforce platform.
What would you like to integrate with this first integration?
You'll first need to select the "Object Type to Sync." As you know, we only sync 1 Object type per integration or Set Up, as we call it.
If you want to sync different Object Types, you will want to create separate Set-Ups for each using another setup.
Next, enable the "Want to use a Campaign or Marketing List to sync Campaign and List Members to Mailchimp" Select this feature." Then tap the "Browse Campaigns" button, select the test Campaign(s), and hit Update. If the test Campaign is not showing up, tap the "Refresh Campaigns" button. If this still needs to show up, you can go to your Salesforce account and check the Campaign. If that "Active" checkbox is unchecked, mark it as checked.
Suppose you add new records under those selected Campaigns. In that case, SyncApps will automatically sync those over to their corresponding Mailchimp Group(s) or Tag(s) whenever each scheduled or manual sync runs.
Also, you can enable the "Want to track the Marketing Metrics such as Opens, Clicks, Bounces back to Salesforce from your Mailchimp Campaign(s)? Select this feature" and select the Campaign Response sync mode.
Please take a look at this article How Campaign Response brings back Campaign Metrics to Salesforce.
Mailchimp and Constant Contact: A/B Subject Line and Automations are not supported in both their APIs yet; however, when they are supported SyncApps will support the API as well.
For Salesforce Campaign Member Status, we always sync with the latest status automatically as one of the following:
- Clicked: If the recipient clicked
- Opened: If the recipient opened
- Bounced: Email Bounced
- Unsubscribed: opted out of an email campaign
- Sent: If the recipient is a member of the Email Marketing Campaign and none of the above statuses applied.
Once done, tap the "Next Step" button on the screen's bottom right. Once you reach Step 2 of the Set Up, please go to your Salesforce account and set up the Campaign Layout, Campaign Member Layout, and Contact/Lead page layout.
Other Options for Campaign Response Sync Mode:
There are currently a few modes to sync back Campaign Metrics to Salesforce. (Campaign Response Sync Mode)
- Create a Salesforce Campaign
This option will create a Campaign in Salesforce from your Marketing Automation solution with the Campaign Members and the individual Campaign Metrics.
Create a Salesforce Activity for each metric in an Email Campaign like an open, tap, link tapped, etc.
If this option is selected, each event, such as Opening and Tapping, will create a new Activity (Task) in Salesforce, an option for tracking URLs tapped, and the end event as Tasks.
Create Salesforce Campaign + Activity.
This option is a combination of Option 1 and Option 2.
Create a Salesforce Note + attached HTML Template of Campaign -
If using this option, no extra field placement is needed. We will sync your Email Campaign(s) to Salesforce Notes and add an attachment of the Email sent to Leads and Contacts. (Designed for Financial Institutions, Insurance Agencies, Banks, and others for compliance reasons)
- Sync only the Mailchimp Marketing Metrics to Salesforce (No Campaign Members). Saves on Salesforce Storage!
You can return to your setup in SyncApps when you're done setting up.
Step 2: Mailchimp
You must grab the Mailchimp API key and choose the Main Audience.
Next, select the "Segmentation Method."
This can either be "Use Groups" or "Use Tags." Those selected Salesforce Campaigns in Step 1 will be created as a Group or Tag depending on what you have selected on this option.
Would you like to create the Groups or Tags in Mailchimp manually?
No, as SyncApps will automatically create these for you using the names of your Salesforce Campaigns or List Views.
We will also remove them automatically as well if you need them. I'm sharing more on that here.
Hit Next Step until you reach Step 5; tap the "Finish" and "Sync Now" buttons.
Initial syncs may take longer depending on the size of the data being integrated. Check out the other factors in this article as well:
Once the sync is completed, head to your Mailchimp Audience > View Contacts > Manage Contacts > Groups > "My Groups."
You can then see the test on how a Salesforce Campaign is created as a Group in Mailchimp.
Next, you'll need to create a test Campaign in Mailchimp and ensure SyncApps synced the recipient in that Mailchimp Group.
Then lastly, tap the "Send" button.
We're all done!
You can just head back to SyncApps and rerun the sync.
Once the sync is completed, the Mailchimp Campaign will then be created as a Salesforce Campaign with the Marketing Metrics and its Campaign Member(s):
If "Create Campaign + Activity" or "Create Activity" in Step 1 is selected, you can see the metrics under the Activity History of a specific Contact:
Need some help?
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