What is the best approach to use with SyncApps on the following two Use Cases for Salesforce?
1. The ongoing marketing campaign for newsletters in Salesforce. We will add new members to this campaign in Salesforce as needed. This campaign will have a Set Up in Cazoomi and a mailing list in SurveyMonkey. I believe this usage scenario is quite standard and we don't see any problems.
The only questions would be:
Do we need to have two separate Set Ups for Salesforce leads & contacts within Cazoomi or can we put both in one Set Up?
2. The second use case is less clear (how to support it with Cazoomi)
We will create ad-hoc marketing campaigns in Salesforce, each time with a specific set of contacts & leads. Then we would like to send mass mail to these contacts & leads via Mailchimp.
Do we have to create a new Set Up each time we create a new marketing campaign?
We wouldn't like for marketing people to have access to the SyncApps dashboard, but we don't see how this would be possible if they have to create Set Up or add new campaigns to the existing Set Ups.
Is it possible to use the "Groups" feature within Mailchimp (so that synced contacts fall into a specific group) or is the only way to sync directly to a Mailchimp Audience?
Create separate Set Ups for leads and contacts for your first use case.
- Each List View will be synced to Mailchimp Groups that can be used to segment your Mailchimp campaign. You can also select Tags too.
- Or use Salesforce campaigns. You need to create a campaign in Salesforce that will serve as a marketing list then select the campaigns to be synced in the configuration. If no campaign is selected, then all active campaigns will be synced. If wanting to use the Salesforce Campaign active flag to manage this process then SyncApps will look at all "active" Salesforce Campaigns and sync them to Mailchimp Groups or Tags based on your choice in Step 2 of setup.
Need some help?
Check out the options below on how you can contact our support team and find the answers you need to help you with your SyncApps integrations.
Help Center & Email is 24/7 to firstname.lastname@example.org | Live Chat & Phone is scheduled
Check out these Help Desk articles for answers to frequently asked questions.