When a Campaign is created in Salesforce and gets synced to MailChimp, it creates a Group of the campaign members. BUT when any MailChimp Email Campaign sent to the List or Group syncs back from MailChimp to Salesforce, a new Salesforce Campaign gets created in Salesforce.
It is this new Salesforce Campaign where the campaign member metrics sync to not back to the original campaign synced from Salesforce which created the MailChimp Group.
“Campaign” is used differently in MailChimp and in 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 the original Salesforce Campaign doesn’t make integration sense so what SyncApps does is it creates a new special tracking Salesforce Campaign that just corresponds to the recipients of the MailChimp Email Campaign.
There are 2 different features namely using Salesforce Campaigns as List (MailChimp Group(s) integration) for segmentation (can use Salesforce Marketing list package) and Sync MailChimp Campaign Response to Salesforce campaigns.
Since it is possible to create more than one MailChimp Campaign for each Segment/Group, the former was decided to be created for each MailChimp Campaign to store marketing metrics and is less confusing than the latter.
You can do this to test:
Create a Campaign and/or Salesforce Marketing list in Salesforce, which then there will be corresponding “Groups” in MailChimp being created once synced via SyncApps.
You can also create a “Test” Salesforce Campaign including one person--your email--which will then create a Group with only 1 email record in MailChimp. Do a test MailChimp Email Campaign with the recipients in the Group of 1 (which is your email) that was created.
Then you are going to receive an email, open it, click or tap the link and check MailChimp to see if it is showing your response. Run SyncApps (Sync Now). Voila, a new “Test” Campaign was created in Salesforce in which you were expecting to see one showing you as a member with your 1 open and 1 click.
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 in it together with the individual Campaign Metrics.
- Create a Salesforce Activity for each metric in an Email Campaign like open, click, link clicked, etc. -
If this option is selected then each event such as Opening, Clicking will create a new Activity (Task) in Salesforce. Also, an option for tracking URLs clicked 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 then no extra field placement is needed. We will sync back your Email Campaign(s) to Salesforce Notes and in addition, add an attachment of the Email sent to Leads and Contacts. (Designed for Financial Institutions, Insurance Agencies, Banks and others for compliance reasons and Only Available on Paid Plans)
Try the mode above that corresponds to the integration requirements needed by your company today!