Help Center

Mailchimp for Salesforce Campaign Integration Best Practices

Are you making use of the email marketing services of Mailchimp to send out emails to your contacts and subscribers and be able to manage and track them? How about integrating it with Salesforce CRM software to help you manage tasks and relationships with your customers?

What:

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.

Salesforce_to_Mailchimp_Best_Practices__2___1_.png

See how the #1 Top rated Salesforce partner implements this integration today!

 

Redpath-logo-retina.png

 

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.

https___syncapps_cazoomi_com_sync_profile_edit_profileId_957321960_step_config_salesforce_wizardId_3aa2c377_db83_4067_80e2_f9ccc0a821531521433425240.png

Why:

“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, the original Salesforce Campaign doesn’t make integration sense. What SyncApps does is it creates a new special tracking Salesforce Campaign that just corresponds to the recipients of the Mailchimp Email Campaign.

Solutions:

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. Also, it is less confusing than the latter.

You can do this to test:

Create a Campaign and/or Salesforce Marketing list in Salesforce. Once synced to Mailchimp via SyncApps, corresponding “Groups” will be created in Mailchimp.

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.

Upon receiving an email, open it, 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 tap.

Options:

There are currently a few modes to sync back Campaign Metrics to Salesforce. (Campaign Response Sync Mode)

https___syncapps_cazoomi_com_sync_profile_edit_profileId_957321960_step_config_salesforce_wizardId_3aa2c377_db83_4067_80e2_f9ccc0a821531521433425240__1___1_.png

  1. 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.

  2. Create a Salesforce Activity for each metric in an Email Campaign like an open, tap, link tapped, etc. -

    If this option is selected then each event such as Opening, Tapping will create a new Activity (Task) in Salesforce, an option for tracking URLs tapped and the end event as Tasks.

  3. Create Salesforce Campaign + Activity

    This option is a combination of Option 1 and Option 2.

  4. Create a Salesforce Note + attached HTML Template of Campaign -

    If using this option, no extra field placement is needed. We will sync back your Email Campaign(s) to Salesforce Notes and also, 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 organization today!

crh.png

Have more questions? Submit a request

Comments

Cazoomi Resources